Creating Activity Sheet Templates

Activity Sheets are used at the Program level to give program managers visibility into their activity data, and give them the ability to manage these activities across projects and shells. They are available in the Schedule Manager at the Program level.

Program managers can use an activity sheet to view, edit, and update a large amount of activity data across projects and shells. Activity codes are mapped to activities in the Activity Sheet, and the data for the Activity Sheet is gathered only from the projects' Master Schedule Sheets. Project names form the rows of the activity sheet; the activity codes and other data from the master sheets form the columns and sub-columns of the sheet.

Users cannot create Activity Sheets; they are available only from templates that you create.

If an activity picker is present on a Cost type BP, then the picker automatically populates the CBS code. Whenever user selects an activity in the form, it will populated the corresponding CBS code from Activity Sheet.

Note: The automation does not require any configuration in uDesigner.

Create an Activity Sheet template

To create an Activity Sheet template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates and navigate to a shell template.
  3. Click to expand the Activity Manager grouping node and select Activity Sheets in the left Navigator. The Activity Sheets template log opens.
  4. Click Create. The Create Activity Sheet window opens.
  5. Use the information in the table below to complete the fields. When finished, click Create.
  6. In the new Activity Sheet Template, click the Add button to add activity rows.

    Unifier adds an empty row to the window.

  7. Modify the values of editable fields for each activity.

    Note: Activities can be affected by calendar selection, if there are multiple calendars implemented. You can include a Calendar column on the activity sheet, and this column will allow users to select a company level or a project/shell calendar per activity (custom calendars are not available). When activities are updated through the Activity Sheet, Unifier considers the calendar in use for the activity. The Start Dates, Finish Dates and Durations can be affected by the calendar used for an activity.

In this field

Do this

Title

Enter a title for the template. This is used as the template identifier and must be unique. (up to 120 characters)

Description

Enter an optional description. (up to 400 characters)

Status

When you are ready to make the template active and available for use, click Active. The default is Active.

Calendar

Select the calendar that will be used for the scheduling of activities.

Select Project Schedule Start Date Source

Select Manual or From Shell Attribute. If you select Manual, enter a value in the Schedule Start Date field. If you select From Shell Attribute, the field will become read only and will be auto-populated with the start date of the shell.

Time Zone

Select the time zone that the activity sheet will use for the scheduling of activities.

Data Date

This field lists the shell attribute date that will be used if From Shell Attribute is selected as the schedule start date source.

Activity Sequence Numbering

Set the Activity Id Prefix, Activity Id Suffix, and the Increment. These values will be used in the generation of activity IDs.


Last Published Monday, August 28, 2023