Activity Manager

The Activity Manager node, or module, contains the following sub-nodes, when available:

To access the Activity Manager node:

  1. Go to your shell in User mode.
  2. Click Activity Manager node to expand.

The following table provides summary details about each sub-node.

Note: To view the Activity Sheet, or other sheets, you must have the appropriate permissions.

You can create user-defined reports (UDRs) from the Activity Sheet Data Elements (DEs).

cost loaded schedule, we don't do any calculations in Unifier and use the data directly from P6.

The Activity Manager node contains the following sub-nodes:

Sub-node name

Description

Activity Sheet

The Activity Sheet sub-node contains a list of activity sheets listed in the Activity Sheets log window. You can have multiple activity sheets.

An activity sheet captures scheduling data from the mapped P6 projects and role and resource rates from the company-level Master Rate Sheet (default) or shell-level rate sheets, and calculates the Earned Values metrics and derivatives. It is the primary source of data for the Earned Value Analysis.

Rate Sheet

The Rate Sheet node captures the list of resources and roles (based on the latest data available in activity sheet) and corresponding rates from the master rate sheet.

In P6, users can assign a role, or resource, to an activity under the Assignments tab of an activity for any project. In P6, rates are assigned to a role or resource at global level. To maintain the consistency, we will import the P6 global data to Unifier company workspace. This data will be captured under a new entity called Master Rate Sheet. The rate sheet being created through P6-Unifier integration will be saved as 'Master Rate Sheet' under a new node in company workspace called Master Rate Sheet.

The rates (Price/Unit) for assigned roles and resources are managed at global level in P6, which can then be used in a project while doing the costing (calculating Present Value, Earned Value, etc.) of the project depending on the rate source (resource, role or override) corresponding to that assignment in an activity.

For a resource loaded schedule, we need rates corresponding to roles and resources for costing of any project in Unifier. There will be two types of rate sheets:

  • Master Rate Sheet (at company workspace)
  • Rate Sheet (at Shell) explained in the subsequent sections.

A company will only have one Rate Sheet called the "Master Rate Sheet." So, users are not allowed to create a copy sheet of the Master Rate Sheet under company workspace. This sheet will contain rates for both roles and resources, users will be able to toggle between resource and role rates from the display. By default, the rates present in master rate sheet will be used across all the resources and roles present in all activity sheets across all shells unless user has assigned another rate sheet present at the shell level to the activity sheet/project.

Refer to the Unifier Earned Value Management User Guide for details.

WBS Sheet

A WBS Sheet (Work Breakdown Structure sheet) contains the following information:

  • Planned Units
  • Planned Total Cost
  • Actual Units
  • Actual Total Cost
  • Remaining Units
  • Remaining Total Cost
  • At Completion Units
  • At Completion Total Cost

The WBS Sheet node log displays the only available WBS sheet.

Refer to the Unifier Earned Value Management User Guide for details.

OBS Sheet

An OBS Sheet (Organization Breakdown Structure sheet) contains the following information:

  • Full Name
  • Short Name
  • Unifier User
  • Title
  • Department
  • Status
  • WBS Name
  • Contract No
  • Weekly Capacity

The OBS Sheet node log displays the only available OBS sheet.

Refer to the Unifier Earned Value Management User Guide for details.

This chapter provides information about the System Activity Sheet. For information related to the manual activity sheets refer to the Unifier Managers User Guide.

In This Section

Activity Sheet Sub-Node: Activity Sheets Log and System Activity Sheet

Activity Sheets Log and System Activity Sheet

Activity Sheets Log (Toolbar Options)

Activity Sheets Log (Columns)

Activity Sheets Log (System Activity Sheet Gear Menu)

Activity Sheets Log (System Activity Sheet Properties Tabs)

Creating System Activity Sheet

System Activity Sheet Log Toolbar options

System Activity Sheet Log Columns

System Activity Sheet Log Gear Menu Options

System Activity Sheet Log Properties Tabs

Activity Sheet User Defined Report (UDR)

Roll Up Activity Sheet to Cost Sheet

Roll up of Earned Value Analysis Sheet Columns to Cost Sheet

Roll up of Earned Value Analysis Sheet Columns to WBS Sheet

Supported Objects for P6 XML Import (System Activity Sheet)

Rate Sheet Node

WBS Sheet Node

OBS Sheet Node



Last Published Friday, February 2, 2024