Activity Sheets Log and Manual Activity Sheets

The Activity Sheets log contains a list of manually created activity sheets, which have a Source Type of Custom, and the System Activity Sheet, which is produced when you integrate Unifier with another product, such as Primavera P6.

All the activity sheets that are defined in Unifier will be displayed with source type as 'Custom' in the Activity Sheets log.

Manual Activity Sheet

To create and maintain project schedules within the system, you can manually define activity sheets.

A manual activity sheet captures the:

Schedule of activities, within a project
Resource assignments
Rate
Note: When you assign resources or roles that have multiple rates to an activity sheet, to update the total cost (Total Cost value), you must reschedule, or recost, the activity sheet. Otherwise, the system assigns earliest assigned resources or roles rates (price/unit) to the activity sheet, and you cannot view the correct accumulated cost.

A manual activity sheet also tracks the progress of activities, over the lifetime of the project.

Note: For information about the System Activity Sheet, refer to the Activity Manager section in the Unifier Earned Value Management User Guide.

You can use an activity sheet to:

Define simple project schedules.
Define tasks, milestones, and relationships between tasks, to enhance user experience.
Assign resources and track project progress by capturing actuals and calculating remaining work that needs to be done.
Assign CBS codes to Baseline activities.

In an activity sheet, you can:

Set the view to WBS and add activities or update and remove the activities in the WBS view, similar to the Default view.
Include attachments and comments for the activities.
View the History Log (within Activity Sheet and Schedule) by using the Data Date.
Add, edit, and remove the activities and dependencies and assignments in the user-defined views. You can also view the dates, costs, units, and other summary data within the WBS hierarchy view.
Within the WBS hierarchy, add, copy, or remove the activities in WBS view and user-defined views.
Add, edit, or remove both the column and row data in user-defined views.
Add additional notes to the tasks or activities.
Schedule the activities based on data date and view the schedule history.

In the activity sheet, the Default view is shown by default when you open the sheet. In the Default view, all the activities are displayed in flat mode.

Note: Any existing views that you created prior to version 20.10 are not listed in the View drop-down field.

If you create a new view to display only the WBS items, all the activities within the sheet are grouped by WBS hierarchy. At WBS (Summary level), all the costs show the sum of the costs of all the activities, as well as the costs that are received at the summary level.

The Start and Finish dates, in the WBS row, show the earliest start date and latest finish dates for all the activities under that WBS.

All the attributes defined in the Activity Attribute Form are displayed as columns in the WBS View, similar to the Default View. The order of columns is the same as selected in the design.

Within an activity sheet, you can create views with filters, groupings, and so forth to view the filtered and small list of activities and associated columns, instead of scrolling down and right to navigate to specific activities.

If your administrator defined additional views in a template and pushed them to your project/shell, these views are listed in the Manage Views dialog box of your activity sheet. You can make these views visible in your activity sheet, and you can change the order in which they are listed. After they are visible, you can use them to create additional custom views. You cannot edit or delete the predefined views. If the administrator pushes additional updates to the template, custom views that you created are deleted. For more information about views, see Creating and Managing Views in Activity Sheets and the System Activity Sheet.

For the default and user-defined views, you can perform the following functions, in addition to adding, deleting, and updating the activities and the schedules:

Drag and drop columns and reorder the columns, except the first two columns (Activity ID and Activity Name) which are fixed.
Select a column header to change the Sort By option.
Right-click a column or column header, and select Lock after this column to lock a column.
Note: You cannot lock before this column beyond the Activity Name column.

Similar to a Cost Sheet or a WBS Sheet, you can group selected columns in the sheet.

Manual Activity Sheet

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