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, select Master Rate Sheet.
Note: The location of the node may differ in your implementation based on the User Mode Navigator configuration.

The Master Rate Sheet log displays the Master Rate Sheet created at the Company Workspace through P6/Oracle Primavera Cloud to Unifier integration.

The toolbar of the Master Rate Sheet log contains the Get Data option , which you can use to initiate the process of getting the data from P6 or Oracle Primavera Cloud.

The Master Rate Sheet log contains the following columns:

Name: Displays the name of the Master Rate Sheet that has been created through integration; the name is "Master Rate Sheet."
Description: It will be left blank while creating the Master Rate Sheet and is an editable field.
Last Updated: Date when the Master Rate Sheet was last updated.
Created By: The name of the user or administrator who created the Master Rate Sheet (at Company Workspace) through 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 Rate Breakdown

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

Tab	Description
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 for a P6 integration only. 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

Tab

Description

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 for a P6 integration only. 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:

Option	Description
View	This option, which is located in the upper-right corner of the page, lets you select the items according to Resource or Role.
Status	Use this option to change the status of a selected record. The options include: Active, Inactive, and Delete
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 All Groups or Expand All Groups	Enables you to collapse or expand the items on the page.
Menu Options	Depending on the selected View, use this option to export or import role or resource information, color the rows, or access the Audit Log.

The Master Rate Sheet - Resource overlay page contains columns that provide details about the resource or role, such as the ID, Name, Type, Currency, Units/Time(hr), and Status.

The gear menu (  ) next to an item listed on the Master Rate Sheet - Resource page lets you expand or collapse a row.

See Also