Accessing the Master Rate Sheet Log

To access the Master Rate Sheet log:

Go to the Company Workspace tab and switch to User mode.
In the left Navigator, expand the Master Rate Sheet node.
Note: The location of the node may differ in your implementation based on the Company WorkspaceUser Mode Navigator configuration.

The Master Rate Sheet (at Company Workspace, User mode) log displays the Master Rate Sheet created at Company Workspace through P6-Unifier integration. When you click the Master Rate Sheet module, the Master Rate Sheet log opens.

The Master Rate Sheet log contains the following toolbars:

Get Data
To initiate getting the data.

The Master Rate Sheet log contains the following columns:

Name
Displays the name of the master rate sheet that has been created through P6-Unifier integration, the name will be "Master Rate Sheet."
Description
It will be left blank while creating the master rate sheet and is an editable field.
Last Updated
Date when master rate sheet was last updated.
Created By
The name of the user or admin who created the Master Rate Sheet (at Company Workspace) through P6-Unifier integration.

The gear menu (  ) next to the Master Rate Sheet enables you to:

Open
Export CSV
- Export Role Rate Breakdown
- Export Resource Rate Breakdown
Update Data
- Import Role Rate Breakdown
- Import Resource ate Breakdown

The Master Rate Sheet log contains the following tabs (right pane):

Audit Log	Stores all the changes made across all roles and resource present in the Master Rate Sheet (manual/synchronization).
Schedule	To schedule get data and see the history. The Schedule tab enables you to: Set frequency for getting data or sending data (Set Frequency for). Select the frequency time (Frequency). Set the start and end dates.
History	The History tab enables you to see a history of changes made on the system activity sheet such as: Action Requestor Initiated On Start Date End Date Status

Audit Log

Stores all the changes made across all roles and resource present in the Master Rate Sheet (manual/synchronization).

Schedule

To schedule get data and see the history. The Schedule tab enables you to:

Set frequency for getting data or sending data (Set Frequency for).
Select the frequency time (Frequency).
Set the start and end dates.

History

The History tab enables you to see a history of changes made on the system activity sheet such as:

Action
Requestor
Initiated On
Start Date
End Date
Status

When you open the Master Rate Sheet, the Master Rate Sheet - Resource overlay page opens.

The Master Rate Sheet - Resource overlay page contains the following toolbars:

Status	Enables you to select to see which status to display on page. The options are: Active Inactive Delete
View	Enables you to select the items according to Resource or Role.
Print	Enables you to print or export the items listed on the page.
Refresh	To refresh the list of items on the page.
Edit View	To change the view of the listed items on the page.
Search	To search for a particular item.
Find on Page	To find an item on the page.
Collapse or Expand	Enables you to collapse or expand the items on the page.

The Master Rate Sheet - Resource overlay page contains the following columns which provide details about the resource:

ID
Name
Type
Currency
Status

The gear menu (  ) next to an item listed on the Master Rate Sheet - Resource enables you to:

Open Expand Row
Collapse Row

See Also