Creating Manual Activity Sheet

The manual activity sheet is mainly used for projects (such as building owners projects) that do not use a P6 and Unifier integration, and the project schedule is simple.

Note: The maximum duration of an activity in a Manual Activity Sheet is 5 years (rounded to 20000 working hours).

You can create an activity sheet, manually, in the Activity Sheets log (User mode), and if you have the following permissions, the Activity Sheets log displays the following options, in addition to the other options:

Create

If you have the Create Manual Activity Sheets permission, or the Full Access permission, you will see the Create option.

If only the standard activity attribute form is defined but not manual activity attribute form, the Create option is not displayed.

Get Data ()

Get Data into System Activity Sheet

If you have permission to use Get Data only, you will see the Get Data option.

The Get Data synchronization that created the activity sheet also populates the activity sheet with the:

Subsequent updates of CBS Code, Role Rate, and Resource Rate in P6 will not trigger the update of the CBS Code (in the Activity Sheet) and Role Rate and Resource Rate (in the Master Rate Sheet) in Unifier. This is to prevent data in Unifier from being overwritten by updates in P6.

Send Data ()

Send Data from System Activity Sheet

To create an activity sheet, you must use the Create option.

Note: The Get Data and Send Data options are used to create a System Activity Sheet.

To create a manual activity sheet

  1. In the Activity Sheets log, click Create to open the Create Activity Sheet window.
  2. Proceed to name the manually created activity sheet, determine the status, select a calendar, select the source for the project schedule start date, select the schedule start date, data date, and the activity sequence number.

    The Time Zone and Schedule Type selected in the properties will be saved and cannot be reverted. The Time Zone defaults to the time zone indicated in the User Preference, and the Data Date defaults to the Project Schedule Start Date.

  3. When you are done, click Create, and click Yes when the confirmation message appears.

The following explains the Create Activity Sheet window fields and block:

Name

Use this required field to specify the name of the activity sheet. The name specified should be unique. Also, do not use "System Activity Sheet" as the name. The field supports names of 150 characters or less.

Description

Use this long-description field to describe the activity sheet. This field supports alphanumeric characters, as well as all special characters, and can be up to 400 characters in length.

Status

Use this field to make an activity sheet active or inactive. The default status is Active. The activity sheet can later be set as active or inactive through the properties screen. Only the active sheet data will be rolled up to other cost modules like Cost Sheet, EVM Sheet, Cash Flow, and so on.

Calendar

This field lets you select any calendar for the project schedule. You cannot deselect the calendar from the drop-down, but you can change the selected calendar.

This field has the following options to select from:

The 'Project/Shell Calendar' is the default value.

The drop-down field lists all of the calendars that have been defined at the Custom Calendars node, in the shell, project, and company calendars (as defined in Standards & Libraries).

Select Project Schedule Start Date Source

This field lets you select a manual start date, or the start date in the shell properties, for your project (project schedule start date).

This field is identified as the start date for the project schedule as defined in the activity sheet.

The project schedule start date can be entered manually by selecting the Manual option or by using the shell attribute: uuu_project_start_date. This is a required field in the activity sheet properties.

If it is selected as manual, then you must provide a start date in order to be able to save the activity sheet properties.

The second option, From Shell Attribute, will populate the start date on the activity sheet by using the targeted project start date (uuu_project_start_date) on the shell or project properties which in turn can be received from the project creation business process.

Any change in the project start date in shell properties will automatically update the activity sheet start date. Synchronous update to the activity sheet takes place as long as there is no activity which is either in-progress or has been completed.

Schedule Start Date

If you select Manual in the previous field, this field lets you enter a specific start date for the project schedule.

Time Zone

The field defaults to the User Preference time zone. This time zone is used when saving the activities date and time within the sheet. The users or groups who have view access to this sheet will see the activity dates and times based on the specified time zone.

Data Date

This field displays the date that the project can be scheduled. This date can be the same as the project start date, for initial schedules. The value in this field will populate the data date for the scheduled activity sheet. Initially, the value is the project start date, if no schedule has been run.

Schedule Type

The value in this field is used to determine the activity schedules (as resource-based or cost-based) when the activity data is sent to the Cash Flow. The values can be: Duration or Resource. The default setting is Duration, which renders the field read-only because cash flow only supports a duration-based schedule.

Assign Rate Sheet

Use these optional fields to select Rate Sheets for a project. The system will use the resource or role rates from the selected Rate Sheets for both Planning and Actuals to calculate the Planned, Actual, At Completion, and Remaining Costs.

If a Master Rate Sheet is defined at the Company level, by default, the resource or role rates in the activity sheet are retrieved from the Master Rate Sheet and applied across all the projects. If the Master Rate Sheet is selected, the following guidelines apply:

If a Master Rate Sheet is not defined at the Company level, the following guidelines apply:

Activity Sequencing Numbering (block)

To define the sequence number for the Activity ID while defining activities or tasks in the activity sheet.

The following mandatory sub-fields are available:

Activity Id Prefix (a letter value)

To define the sequence prefix which can be a sequence of characters. The limit on the number of characters will be between 1 to 20. This is a required field, and the default value is 'A.' The field allows alphanumeric characters.

Activity Id Suffix (a number value)

This field defines the suffix for the Activity ID. It allows integer digits from 1 to 6 characters long. The range will be between 1 to 999,999. No negative and decimal values are allowed. The default value will be 1000.

Increment (a number value)

To define the increment that each activity sheet can be incremented. It allows only integer digits from 1 to 1000. The default value is '1.' No negative and decimal values are allowed. The system shows the unique ID for each activity sheet that is defined.

Example

Prefix of A combined with the suffix of 1000 with default increment as '1' would show the activity IDs as A1000, A1001, and so on.

The above activity sequencing format will be retained for all new activities that get created within the Sheet. Any activities that get imported from an external source (MPP or P6 XML) or CSV import then the activity ID column will show the imported IDs if provided otherwise would use the activity sequence defined in the sheet properties to generate a unique Activity ID for all the activities that are imported.

You can change the activity sequencing anytime from the properties window. All of the new activities will retain the new sequence format, if the activity sequencing is changed. Any changes to the activity sequence numbering fields will be audited (Audit Log).

Technique for computing Estimate to Complete (ETC)

The technique for computing Estimate to Complete (ETC) is available when you are:

By default, the ETC technique for the activity sheet is applicable for all of the WBS codes and Activities, unless there is a different ETC technique for the WBS or Activity.

The ETC drop-down will have the following values:

  1. ETC = remaining cost for the activity, the default setting
  2. ETC = [PF*(Budget at Completion- Earned Value Cost)]

    PF = 1

    PF = 1/CPI

    PF = 1/(CPI * SPI)

    PF = user defined value

After creating the activity sheet manually by defining the properties, the system creates a default activity sheet. You can then update the activities. (If an activity sheet was created by integration, it contains activities that you can subsequently update.)

The Activity Sheets page contains the following sections:

In This Section

Manual Activity Sheet Default


Last Published Sunday, July 20, 2025