Activity Manager

The system enables you to create, consolidate, and monitor activities that must be completed on a schedule by way of the Activity Manager.

The Activity Manager grouping node contains the following sub-nodes, when available:

Activity Sheet
OBS Sheet
Rate Sheet
WBS Sheet
Notes:
- To view the Activity Sheet, or other sheets, you must have the appropriate permissions.
- To view additional information that might be minimized, click the three horizontal dots () at the bottom of the window for the selected sheet.

To access the Activity Manager node:

Go to the shell tab and switch to User mode.
In the left Navigator, select Activity Manager to expand it.

The following provides summary details about each functional node (sub-nodes).

Activity Sheet functional node

The Activity Sheet sub-node contains a list of activity sheets listed in the Activity Sheets log. You can have multiple activity sheets.

An activity sheet captures scheduling data from mapped P6 or Oracle Primavera Cloud projects and role and resource rates from the company-level Master Rate Sheet (default) or shell-level rate sheets, and calculates the Earned Values metrics and derivatives. When Unifier, Oracle Primavera Cloud, and Oracle Integration are integrated, you can use Oracle Integration recipes to update the System Activity Sheet or the Master Rate Sheet (or both) in Unifier with information from Oracle Primavera Cloud. A System Activity Sheet is the primary source of data for the Earned Value Analysis.

OBS Sheet functional node

An OBS Sheet (Organization Breakdown Structure sheet) contains the following information:

Full Name
Short Name
Unifier User
Title
Department
Status
WBS Name
Contract No
Weekly Capacity

The OBS Sheet node log displays the only available OBS sheet.

Refer to the Unifier Earned Value Management User Guide for details.

Rate Sheet functional node

The Rate Sheet node captures the list of resources and roles (based on the latest data available in activity sheet) and corresponding rates from the Master Rate Sheet.

In P6/Oracle Primavera Cloud, users can assign a role, or resource, to an activity under the Assignments tab of an activity for any project. In P6/Oracle Primavera Cloud, rates are assigned to a role or resource at global level. To maintain the consistency, the system will import the P6/Oracle Primavera Cloud global data to Unifier Company Workspace. This data will be captured under a new entity called Master Rate Sheet. The rate sheet being created through P6/Oracle Primavera Cloud to Unifier integration will be saved as 'Master Rate Sheet' under a new node in Company Workspace called Master Rate Sheet.

The rates (Price/Unit) for assigned roles and resources are managed at global level in P6/Oracle Primavera Cloud, which can then be used in a project while doing the costing (calculating Present Value, Earned Value, and so on) of the project depending on the rate source (resource, role, or override) corresponding to that assignment in an activity.

For a resource loaded schedule, the system needs rates corresponding to roles and resources for costing of any project in Unifier. There are two types of rate sheets:

Master Rate Sheet (at Company Workspace)
Rate Sheet (at Shell) explained in the subsequent sections.

A company will only have one Rate Sheet called the "Master Rate Sheet." So, users are not allowed to create a copy sheet of the Master Rate Sheet under Company Workspace. This sheet will contain rates for both roles and resources, users will be able to toggle between resource and role rates from the display. By default, the rates present in master rate sheet will be used across all the resources and roles present in all activity sheets across all shells unless user has assigned another rate sheet present at the shell level to the activity sheet/project.

To override the price or unit. The Planning and Actuals will be fetched from corresponding Rate Sheet or Overridden Price/Unit from override action. Whenever a different Rate is assigned to a Resource, system will display the following alert message: Perform Recost to see updated costs.

Refer to the Unifier Earned Value Management User Guide for details.

WBS Sheet functional node

A WBS Sheet (Work Breakdown Structure sheet) contains the following information: