Activity Sheets Log (Toolbar Options)

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

Toolbar Option	Description
Create	Enables you to create new 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 sub-options to support the manual creation of an activity sheet and creating an activity sheet from Activity Sheet template (when the Activity Sheet templates is made available in Admin mode). When you click Create, the application 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 application uses the canned form for the activities in the activity sheet. An Activity Attribute Form must be defined to create custom activity sheets. If a System Activity Attribute Form is defined in uDesigner, but no Manual Activity Attribute Form exists, the following message displays: Activity attribute form must be defined in order to create custom activity sheets.
View	Enables you to 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 a rate sheet to the activity sheet: Assign Rate Sheet: To assign activity sheet-level permissions similar to the record-level permissions set for the non-Workflow BPs. Import (Microsoft MPP or P6 XML)
Get Data Get Data into Activity Sheet	Enables you to create a System activity sheet for the first time, or update an existing activity sheet with the most recent data from P6, Oracle Primavera Cloud, or Oracle Integration. The Get Data synchronization that created the activity sheet also populates the activity sheet with the: Scheduling data (activities along with assignments and spread data) from the P6 projects mapped to the current shell in the Integration tab. Note: The integration of scheduling data is not currently supported with Oracle Primavera Cloud. Role and resource rates data from the Master Rate Sheet for the mapped projects. Subsequent updates of Role and Resource Rates in P6 or Oracle Primavera Cloud will not trigger the updates in the Master Rate Sheet. Subsequent updates of CBS Code for activities in P6 will trigger the updates in the Activity Sheet CBS assignments. The Get Data option will be enabled when you have: Get Data permission at the node level in the Permissions tab. This option enables you to receive the schedules from P6 or Oracle Primavera Cloud based on synchronization selected in Gateway settings. Set up an Oracle Integration connection, and relevant integrations have been configured for Manual Activity Sheets, System Activity Sheets, or the Master Rate Sheet when you select Company Workspace, select Integrations, and select the Oracle Integration Cloud node. 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 an Oracle Primavera Cloud project Updating an existing activity sheet triggers a new out-of-the-box import synchronization if you have selected the Select Synchronization to Exchange Activity Data option in the 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 to only manual activity sheet; whereas a CBS code assignment is applicable to both manual and system activity sheet. If the shell is not active (inactive shell), integration with Gateway or Oracle Integration fails. If Oracle Primavera Cloud and Unifier projects are linked, when you select Get Data, the system checks for the Oracle Primavera Cloud project 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. If you select Get Data, and a Project ID has not been specified in the Integration tab, the following message displays: Valid Project ID is not specified in the Shell Integration Tab. The system does not bring the baseline (project data) from Oracle Primavera Cloud.
Send Data Send Data from Activity Sheet	Enables you to send data from Unifier to P6 or Oracle Primavera Cloud. This will trigger the synchronizations at the Gateway level. Note: The Send Data feature is not currently supported with Oracle Primavera Cloud through Oracle Integration. The Send Data option will be enabled when you have: Send Data permission at the node level in the Permissions tab. This option enables you to receive the schedules from P6 or Oracle Primavera Cloud based on synchronization selected in Gateway settings. Set up an Oracle Integration connection, and relevant integrations have been configured for Manual Activity Sheets, System Activity Sheets, or the Master Rate Sheet when you select Company Workspace, select Integrations, and select the Oracle Integration Cloud node. Use the Send Data option to run the export synchronization to send updated activities and schedules from Unifier Activity Sheet to 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 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 out-of-the-box export synchronization option, Update Unifier Activity data to Oracle Primavera Cloud. The Schedule tab, in the Activity Sheet log, shows this option. You can set the scheduled send data based on the frequency. Before initial synchronization, 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 options in the Activity Sheets log will not display the Create option.

See Also