Work Breakdown Structure (WBS)
A new uDesigner form (WBS Attributes Form) can be created under the Earned Value Manager node (uDesigner > Earned Value Manager).
To create a new design, click New and select WBS Attributes to open a new window in General tab. The General tab has the following fields:
- Name
- Description
- Type
After you create a new design, Unifier creates the following sub-nodes under the Earned Value Manager node:
- Detail Form
- Picker
- Integration
The Detail Form sub-node:
The Detail Form sub-node contains the following pre-populated Data Elements (DEs):
- WBS Code (uuu_P6WBSCode)
- WBS Name (uuu_P6WBSName)
- WBS Type (uuu_P6WBSType)
- ETC Technique (uuu_P6ETCComputeType)
The Detail Form sub-node also contains the following hidden pre-populated Data Elements (DEs):
- Planned Units (uuu_P6PlannedTotalUnits)
- At Completion Units (uuu_P6AtCompletionTotalUnits)
- Actual Units (uuu_P6ActualTotalUnits)
- Remaining Units (uuu_P6RemainingTotalUnits)
- Planned Total Cost (uuu_P6PlannedTotalCost)
- Actual Total Cost (uuu_P6ActualTotalCost)
- At Completion Total Cost (uuu_P6AtCompletionTotalCost)
- Remaining Total Cost (uuu_P6RemainingTotalCost)
To assign a Control Account Manager to WBS, you can add the OBS picker up to two times. This will also enable you to auto-populate the DEs from the OBS Sheet to the DEs in the WBS Sheet.
Note: Only OBS picker will be available for the WBS sheet design form (no other pickers will appear in the custom list of DEs).
If you add the OBS picker in the WBS attributes detail form, then the form will be available in the Data Picker list (Open > Data Picker) to define a query. You can define query conditions from the Data Picker Configuration window.
You can reverse auto-populate a field in the WBS attribute (to the OBS Sheet).
Note: Only OBS picker will be available for the WBS sheet design form (no other pickers will appear in the custom list of DEs).
The following functionalities are not required for the WBS sheet:
- DDS
- Summary Elements
- Rules
- Validations
- Linked Elements
- Standard
After you create a Detail Form (creating Picker and Integration is optional), you can deploy the design after:
- Performing error check
- Changing the status from draft to complete
After you deploy an OBS Sheet design, the user (and the administrator) will not have permission to delete the design.
The Picker sub-node:
You can create a new WBS picker, which will allow you to roll up amount from cost type BP-detail form. In this scenario, the system creates a new sub-type of cost BP.
The Picker will have a default (OBS Picker) layout in the new design, and the form will be pre-populated with the Full Name data. You can define the layout in the uDesigner as follows:
- *WBS ID & Name
These are mandatory in the WBS picker. The WBS Code corresponding to an activity in activity sheet is available by way of P6, and it is not editable in Unifier.
- WBS Code, WBS Name, WBS Type, & ETC Technique
These are pre-populated fields in the integration form. If there is no integration form defined, then these will be the default DEs which will still be available with direction as both.
The Integration sub-node:
You can setup the fields needed for integration (reverse auto-population and CSV import) through the Integration sub-node. After you create a detail form, picker, and integration form, the design can be deployed after performing error check and changing the status from draft to complete. If a mandatory field is missing in the design, then an error message will be displayed accordingly.
The Integration sub-node enables you to set up the fields that you need for integration (CSV import). By default, the Name and Description fields are empty.
Adding User Picker or User Data Picker in the WBS Attribute Form
Similar to the Cost Manager, you can add the following data elements in the WBS attribute form:
- SYS BP Currency Amount
- SYS BP Decimal Amount
- SYS BP Integer Amount
- SYS Date Logical Datasource
- SYS Numeric Logical Datasource
Last Published Monday, June 3, 2024