Master Rate Sheet (View)

When you open the Master Rate Sheet, the following view options (View field) are available, which enables you to select different views of the Master Rate Sheet:

Note: To see the different views, you must have the Get Data and Create permissions, and the Resources and Roles values are received from P6 or Oracle Primavera Cloud.

Resource - User Defined
Resource - P6
Resource - Primavera Cloud
Resource - All Sources
Role - User Defined
Role - P6
Role - Primavera Cloud
Role - All Sources

If the Resources and Roles values are not received from P6 or Oracle Primavera Cloud, the following view options are available:

Resource - User Defined
Role - User Defined

The following explains the various scenarios for the View options:

If the Master Rate Sheet is created with existing resources and roles received from P6 or Oracle Primavera Cloud and you have Create permission, you can add resources using the options from the toolbar. When you open the Master Rate Sheet, the View drop-down will display Resource as an option. The Add Sibling and Add Child toolbar options will be displayed, for adding resources in a hierarchy. You can switch between custom resources and roles and P6 or Oracle Primavera Cloud resources and roles. The toolbar options will be updated based on the selected view.
If you select Resource - P6 or Resource - Primavera Cloud, you can add or update the Rates, Calendar, and Units/day columns for the resources and roles. Also, you can update the status of the resource, from active to inactive or delete.
If the Master Rate Sheet is created with existing resources and roles received from P6 or Oracle Primavera Cloud and you do not have Create permission, the Master Rate Sheet will only receive data from P6 or Oracle Primavera Cloud, and the following View drop-down options will be displayed:
- Resource - P6
- Resource - Primavera Cloud
- Role - P6
- Role - Primavera Cloud
In this scenario, the resources and roles will be received from P6 or Oracle Primavera Cloud, and they are read-only in the Master Rate Sheet. You will be able to update or add standard and breakdown rates to the resources and roles.

Notes:
- If you select Resource - P6/Primavera Cloud or Role - P6/Primavera Cloud, the Units/day column will be displayed.
- The resource calendar might not be displayed, depending on the version of Unifier that you use.
- Unifier uses the Units/day column selected for the resource in manual activity sheets to calculate units when resources are assigned to activities.
If the Master Rate Sheet is without an existing resources and roles received from P6 or Oracle Primavera Cloud and you have Create permission, when you create or open the Master Rate Sheet, the following View drop-down options will be displayed:
- Resource - User Defined
- Role - User Defined
When you select Resource - User Defined, the toolbar will display options that enable you to add resources. The Master Rate Sheet can be edited, for existing resources, if rates are available. You can add new sibling, or child, resources, by using the gear menu ( ). The cut, copy, and paste options are available for rearranging the resources.

You can drag-and-drop resources within the user-defined view.
If the Master Rate Sheet is without an existing resources and roles received from P6 or Oracle Primavera Cloud and you only have Get Data permission, when you create or open the Master Rate Sheet, the following View drop-down options will be displayed:
- Resource - P6
- Resource - Primavera Cloud
- Role - P6
- Role - Primavera Cloud
If the Master Rate Sheet is without an existing resources and roles received from P6 or Oracle Primavera Cloud, and you have both Get Data and Create permissions, you can create a Master Rate Sheet through one of the following methods:
- Using the Get Data option from the Master Rate Sheet log
- Using the Create option
If the Get Data option is displayed, the Create option will be disabled.
If you select the Get Data option, the Create option will be disabled. If the Master Rate Sheet is created in the log, the Create option will not be seen in the log. When you create or open the Master Rate Sheet, the View drop-down will show the following options:
- Resource - User Defined
- Role - User Defined

See Also