Activity Sheets Log (Toolbar Options)

The Activity Sheets log contains the following toolbar options:

Create
To open the Create Activity Sheet window and manually proceed to create a standard, project/shell, or custom activity sheet. See Creating a Manual Activity Sheet for more details.
View
Lets you determine the type of activity sheets that you want to view. Your options are:
- Active
- All
Actions
- Permissions
  This option is not applicable to the System Activity Sheet. This option is available when you select a single or multiple activity sheets (manual or custom). The functionality is the same as when the Permissions option is selected using the gear menu ( ) option. You can assign permissions to multiple activity sheets that are created manually from the log. This includes the sheets created using import from MPP or P6 XML files.
- Import
  - Microsoft MPP
  - P6 XML
Get Data into System Activity Sheet
See Creating a Manual Activity Sheet for more details.
Send Data from System Activity Sheet
See Creating a Manual Activity Sheet for more details.
Refresh
To update the information displayed on the screen.

When a different rate sheet is assigned to roles and resources or when recost is performed, values in the sheet are not automatically updated. Click Refresh to display updated data in the fields.
Print
To print the information displayed on the screen. Your other options are:
- Export To CSV
- Export To Excel
  Notes:
  - For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
  - If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
Find on Page
To find items on the displayed page. When you click this option, the system inserts a row that lets you enter filter parameters.

If you have the Create Manual Activity Sheets permission, or the Full Access permission (see Activity Sheet in Shell (User Mode) Permissions in Unifier Modules Setup Administration Guide), the toolbar options in the Activity Sheets log are as follows:

Toolbar Option	Description
Create	Lets you create activity sheets. This option is enabled when the user has at least the Create permission for the manual activity sheets. The Create option has two additional sub-options to support the manual creation of an activity sheet and creating an activity sheet from Activity Sheet templates (when the Activity Sheet templates is made available in Admin mode). When you click Create, the system checks for Manual Activity Attribute Form, if a system activity sheet has been created by using the System Activity Sheet Attribute Form. If there is no System Activity Sheet Attribute Form defined, or there is no Manual Activity Attribute Form, in the design, the system uses the canned form for the activities in the activity sheet. An Activity Attribute Form must be defined for you to be able to create custom activity sheets. If a System Activity Attribute Form is defined, but there is no Manual Activity Attribute Form, the system displays this message: `Activity attribute form must be defined in order to create custom activity sheets.`
View	Lets you select how to view the list of the activity sheets that are available. To be able to see any activity sheets in the Activity Sheets log, you must have the View permission, or above. The View drop-down field displays the following out-of-the box, or default, options: All: To display all the activity sheets. Active: To display all the activity sheets with active status. Available if there are activity sheets in the log that have active status. Note: The System Activity Sheet will be active (Status) at all times, and the status cannot be changed.
Actions	To set permissions and import options: Permissions: To assign activity sheet-level permissions similar to the record-level permissions set for the non-Workflow BPs. Import (Microsoft MPP or P6XML)
Get Data Get Data into System Activity Sheet	The Get Data option will be enabled when you have the Get Data permission at the node level in the Permissions tab. This option lets you receive the schedules from P6 or Oracle Primavera Cloud based on synchronization selected in Gateway, Primavera Cloud, or Oracle Integration settings. Use the Get Data option to: Create an activity sheet for the first time. Update an existing activity sheet with the most recent activity spread data from the Oracle Primavera Cloud project. Updating an existing activity sheet triggers a new OOTB import synchronizations if you have selected the Select Synchronization to Exchange Activity Data option in Gateway integration settings drop-down list. All the synchronized Oracle Primavera Cloud project activities, planned dates, actual, at completion dates, and associated WBS Code will be displayed in the activity sheet. Note: A WBS code assignment is applicable only to a manual activity sheet, whereas a CBS code assignment is applicable to both manual and system activity sheets. If the shell is not active (inactive shell), Gateway integration will fail. When you select Get Data, the system checks for the Oracle Primavera Cloud project that as defined in the Integration tab and then brings the Oracle Primavera Cloud project activity data and their schedules into the activity sheet based on the import synchronization defined in Gateway settings, and if Oracle Primavera Cloud and Unifier projects are linked. If you select Get Data and there is no Project ID added in the Integration tab, the system will display this message: Valid Project ID is not specified in the Shell Integration Tab. Unifier does not bring the baseline (project data) from Oracle Primavera Cloud.
Send Data Send Data from System Activity Sheet	The Send Data option will be enabled when you have the Send Data permission at the node level in the Permissions tab. This option lets you receive the schedules from P6 or Oracle Primavera Cloud based on synchronization selected in Gateway settings. Use the Send Data option to run the export synchronization to send the updated activities and schedules from the Unifier Activity Sheet to the Oracle Primavera Cloud. The data elements in the business processes, or the shell attribute form, which have been set to reverse auto-populate (RAP) back to the Oracle Primavera Cloud Activity Sheet (using P6 Activity Picker), will get the latest updates into the Oracle Primavera Cloud Activity Sheet. You can send the updated Activity Sheet data (such as: updated Actual Start Date or Finish Dates) to the Oracle Primavera Cloud project which is linked by way of the OOTB export synchronization option: Update Unifier Activity data in to Oracle Primavera Cloud. The Schedule tab, in the Activity Sheet log, shows this option, and you can set the scheduled send data based on frequency. Before the initial synchronization, the Get Data is the only toolbar function available in the log. Click Get Data to initiate synchronization and create the Activity Sheet.
Refresh	To retrieve the latest number of activity sheets created in the log.
Print	To print the log contents into HTML, CSV, or Excel formats.
Find on Page	To search in the log.

If you do not have the Create Manual Activity Sheets permission, or the Full Access permission, the toolbar in the Activity Sheets log will not display the Create option.

Last Published Friday, April 11, 2025