Master Rate Sheet and Manual Activity Sheet
The Master Rate Sheet receives the resources and roles values from the source, for example P6, and the standard rates.
A Master Rate Sheet is created by way of integration with P6, through gateway. When your Master Rate Sheet is created by way of integration with P6 Unifier adds two fields to enable you define the calendar for a resource or role, and the default number of units per day.
Similar to adding resources and roles to your shell activity sheet, you can add resources and roles to your Master Rate Sheet, manually. When the resources and roles are integrated with P6, the application compares the calendar name in P6 with the calendar name in Unifier.
- If the calendar names match, then Unifier assigns the calendar to the resource and role.
- If the calendar names do not match, then Unifier does not assign the calendar to the resource and role.
You can define and maintain new rates for the resources and roles in the Master Rate Sheet. The application uses this information across all the resource and role assignments in the System Activity Sheet across all shells, based on the Master Rate Sheet assigned.
Unifier supports defining multiple activity sheets, and the Master Rate Sheet supports the creation of resources and roles. In the Master Rate Sheet, you can define the standard rates and rate breakdown structure.
In general, if you have permission, you can:
- Define resources and roles in the Master Rate Sheet.
- Assign the resources and roles to the activities created in the custom activity sheets.
- Define the calendar for a resource or role, and the default number of units per day.
- Define the standard rates for the resources and roles defined in the Master Rate Sheet.
- Provide a calendar and number of units per day for the resources and roles imported from P6 and assign the resources and roles to the activities in manual Activity Sheets.
- Get the resource calendar for the resources or roles that are created from P6 (through integration), if the calendar name matches the custom calendars.
Note: Existing Master Rate Sheet supports the creation of the resources and roles.
Manual Activity Sheets will allow the assignment of the resources and roles that are created within Master Rate Sheet and the resources or roles that are integrated with P6. After the assignments are added, the resource costs will be calculated based on the type of activity, whether it is task dependent or resource dependent.
View (Resource - User Defined)
The following toolbar options are displayed in the Master Rate Sheet Resource - User Defined log:
- Add Siblings
- Add Child
- Status
- Refresh
- Find on Page
- Expand & Collapse (the plus or minus icon)
- Menu (the icon with three horizontal lines)
You can add the resources by clicking the Add Sibling option. This action creates the first row in the log which enables you to define the resource ID and Name. There will be a unique value validation for both ID and Name when entering the value.
- The ID field supports only alphanumeric characters (max 50 characters).
- The Name field supports only alphanumeric characters (max 80 characters).
The manually added resource or role ID must be unique in the Master Rate Sheet, across the views.
Add Labor Type Resource:
When adding a resource, you can select the type as Labor, Non Labor, or Material. By default, the resource type will be Labor. You can switch between the types (from Labor to Non Labor or to Material) for the existing resources in the Resource view.
Note: You cannot change the type, once the resource is assigned to an activity sheet.
Currency:
You can select a currency by using the Currency field drop-down. The default currency value will be the company default currency. The list of currencies displayed in the Currency field drop-down will be from the Standards & Libraries.
Note: You cannot change the currency once the resource is assigned to an activity sheet.
The tooltip for the currency will indicate that the currency that was selected for your resource will be used in the custom activity sheets.
Units/day:
You can select the default Units/day in this column. By default, 8 units per day is displayed, but you can update the resource capacity to up to any of number of units per day. The valid decimal value in this column is between 0 and 999,999.
The tooltip for the Units/day will indicate that the value for units, or time, selected for your resource will be used in the custom activity sheets. The default value is 8:00 units per day.
Status:
The Status can be active or inactive. By default, the active status will be selected for a new resource.
Add Non Labor Type Resource:
You can add a non-labor type resource by selecting the type as Non Labor. The creation of a Non labor resource is similar to a Labor resource.
Note: The unit of measure is not applicable in the case of labor typ and non labor type resources.
Add Material Type Resource:
You can create a material-type resource by selecting the type as Material. The Currency and Calendar fields can be set for a material-type resource the same way that they are set to a Labor resource. You can specify the unit of measure when creating a material-type resource. The unit of measure (UoM) field will display a list of all of the unit of measures available under Unit of Measure (Data Structure Setup > Data Definitions > Unit of Measure). The administrator can set additional UoM.
In This Section
Assigning Standard Rates, New Rates, and Rate Breakdowns
Adding Standard Rates and Rate Breakdowns
Importing Resources, Roles, and Rate Breakdown
CSV Import for Role and Resource Rates
Last Published Sunday, July 20, 2025