CBS Type Shell for a Non-EVM User

Updating a CBS type shell

In a CBS type shell, when a non-EVM user opens the shell details (available through the Details option in the My Dashboard list), the user can click the Integration tab to add only one P6-related project (click the plus sign symbol: Add Project ID). If there is an Activity Sheet available and the user decides to add a schedule for the project, Unifier will display a message that the existing schedule in the Activity Sheet will be replaced with the added schedule for the project. If the user selects Yes, the new schedule will be included in the Integration tab and the Add External Project ID option becomes disabled.

Use the gear menu (  ) to delete the added, or existing, schedule for the project.

After a non-EVM user adds a new schedule for the project and clicks Save, the shell dashboard page opens and displays the new schedule project information in the Details block. This enables the non-EVM user to proceed with data synchronization.

To synchronize data:

In the left Navigator, select EVM, and then select Activity Sheet. The Activity Sheets log opens.
Click the Get Data icon. The Get Data window opens.
Click inside the Project field and add the schedule for the project.
From the Activity Sheets log (on the right panel), click the History tab, and click the Refresh icon.
From the Activity Sheets log (on the left panel), click the activity sheet to open it.

The Activity Sheet log lists all the activities for the added schedule for the project.

Similar to an EVM user, a non-EVM user can use the following tabs of the Activity Sheet log (on the right panel) to see more information:

General
Assignments
Audit Log

The non-EVM user can click the Assignments tab, click the gear menu of resource, and perform the following:

View Assignment Spread
Assign CBS
Assign Rate Source

The non-EVM user can click an activity (in the Activity Sheet log) and select the following options:

View Activity Spread
Assign CBS

The non-EVM user cannot add a column to the WBS Sheet (WBS Sheet sub-node, from the left Navigator). The same limitation (inability to add column) applies to the Cost Sheet (in the left Navigator, select Cost Manager, and then select Cost Sheet).

Creating a CBS type shell

When creating a new CBS type shell (go to the Company Workspace tab and switch to Admin mode; in the left Navigator, select Company Sponsored Shells, and then select Projects), a non-EVM user can use the Integration tab to add a single source project ID (click Add).

Last Published Wednesday, July 2, 2025