Manual WBS Sheet

WBS Sheets Log

A default WBS Sheets log, where there is no System WBS Sheet, contains the Create option, if you have the Create permission, which enables you to create a manual WBS Sheet.

If you do not have the Create permission for manual WBS Sheet, the Create option is not available. If the System WBS Sheet has been created, the embedded sheet is displayed (with project drop-down) by default showing the current project name. You can navigate to the other source project data (received from P6) by using the project drop-down.

When a manual WBS Sheet has been created, the WBS Sheets log displays the sheet title as: Project WBS Sheet. The Project drop-down (on the top section) displays the current project as the selected project. This Project drop-down is displayed at all times, and the value defaults to the current shell name for the Project WBS Sheet.

You can select another source (project) in the Project drop-down. The Project drop-down shows the source if there is WBS data integrated from P6 or Oracle Primavera Cloud. The Project drop-down will show the projects received from source (P6 or Oracle Primavera Cloud). When you select a P6 project, the WBS data that is related to the selected project is displayed.

In addition to other options (explained in the previous topics), the toolbar within the WBS Sheets log displays the following options:

  • Add Sibling
  • Add Child

The above options are available when the current project, for example Project WBS Sheet, is displayed. If you navigate to a P6 or Oracle Primavera Cloud project, the above options are not available.

The remaining options in the toolbar are the same as those for the WBS data received from a P6 or Oracle Primavera Cloud project.

The Project WBS Sheet view has the default project row with:

  • The project/shell number as WBS Code.
  • The project/shell name as WBS Name.

The default project row is a read-only row in the sheet.

When you add a parent WBS Code, by using the Add Sibling option, a new WBS row is created with required fields such as WBS Code and WBS Name.

It is only after the creation of a new WBS row that the Cancel and Save options become available. You cannot save your entry until the required fields are entered.

The condition above applies when you select the Add Child option.

Menu

Menu Option ( "" ) contains the following options and sub-options:

  • Import

    You can import the WBS codes by using a CSV file or a Microsoft Project file saved as an MPP file. This import process works similar to the import of CBS codes in the Cost Sheet. When you select the current project, the following options are available:

    • WBS Details

      To create WBS codes along with hierarchy.

      You can import the WBS Details in bulk. This option, if you select the current project in the project drop-down, enables you to:

      - Add new WBS hierarchy and WBS codes.

      - Update ETC technique (see below for more information) and other attributes for an existing WBS hierarchy.

      When you import new WBS codes, Unifier checks for duplicate WBS codes. Your import fails if:

      - You have modified an existing WBS hierarchy in the CSV or MPP file.

      - You have removed an existing WBS hierarchy, or WBS Code, in the CSV or MPP file.

      When you import the WBS codes successfully, the new WBS codes are appended to the existing codes in the activity sheet. The audit log (Audit Log) entry for the creation of the WBS code is:

      - Date: The date and time of the event that has occurred.

      - Event: WBS Details

      - Action: Import

      - Old Value: Not applicable.

      - New Value: Not applicable.

    • Column Details
  • Export

    You can export the WBS codes by using a CSV file. When you select the current project, the following options are available:

    • WBS Details

      To export the existing WBS rows in the Project WBS Sheet.

      All the columns that are seen in the WBS Sheet are exported as column headers.

      The entire WBS path is shown in the first column, for the WBS Code. All the existing WBS codes are exported to add new WBS codes at the end, by appending the new WBS codes along with the hierarchy in the CSV file. You cannot remove the existing WBS rows in the CSV file. New WBS codes are always added using a CSV or MPP file.

    • Column Details

      The following columns will be required and shown as required in the exported CSV file (the first two columns of the CSV file):

      WBS Code

      WBS Name

    • Summary WBS Sheet
  • Columns
  • Row Coloring
  • Variance Analysis Setup
    • Create Variance Analysis Record
  • Earned Value Setup

    This option is shown in the Project WBS Sheet in addition to the options available for the System WBS Sheet. This option allows you to set an ETC technique (see below for more information) that can be used in ETC calculations that are performed at the WBS level. The technique selected here is applied to all the WBS Codes in the sheet. The technique overrides the individual WBS Code ETC technique selected, if one exists.

  • Properties

    This option is shown in the Project WBS Sheet in addition to the options available for the System WBS Sheet. This option shows the Project WBS Sheet default properties.

  • Audit Log

    This option is shown in the Project WBS Sheet in addition to the options available for the System WBS Sheet. There are no changes to the events that get audited in System WBS Sheet. For the Project WBS Sheet, the audit log captures the creation, update, and removal of WBS Codes in the sheet. Any updates done manually in the sheet are audited. The details of the audit log in the Project WBS Sheet are explained in the next section.

The current project log, for example Project WBS Sheet, contains the following columns:

Column Description
Row number (Read-only) This column does not have a header. When you enter a new row, delete a row, or reorder rows, the row numbers are updated throughout the grid. You can use this column to capture errors in the grid. For example, if you do not data in a required field, or when validation fails, the cell for the corresponding row displays a red triangle. You can select the triangle to see the errors in a box, similar to a business process (BP) line item grid.
WBS Code (uuu_cm_wbscode)

This is an editable column and is required when a new row is created by using the Add Sibling or Add Child options.

The WBS Code value is unique across the hierarchy. The system displays an error message if you enter a duplicate WBS Code.

The value of the WBS Code cannot contain periods or dots (.) because periods and dots are used as separators in the WBS Path. Also, when creating or updating WBS codes in a sheet, ensure that the value of WBS codes within a CSV file (CSV import) or REST service do not include any periods or dots. If the system detects periods or dots in the value of the WBS Code, the following message is displayed: Invalid data entered in the following field(s).
WBS Name (uuu_cm_wbsname) This is an editable column and is required when a new row is created by using the Add Sibling or Add Child options. The WBS Code value is unique across the hierarchy.
Linked Record (Read-only) This column is populated with the linked record associated to the WBS Code. The system populates the icon of the WBS Code that has the variance analysis record created.
Other columns

The other columns appear as defined in the column properties.

The fixed columns are shown along with the user-defined columns. If you do not define any user-defined columns, all the fixed columns are shown by default.

You can drag the child WBS codes to another location, below any parent. The WBS Codes cannot be dragged to any row beyond the parent or hierarchy. You cannot drag a parent WBS Code.

Gear menu (""):

The gear menu is not available if you select multiple WBS rows (parent and child rows).

  • Add Sibling

    To add a sibling to the row.

  • Add Child

    To add a child to the row.

  • Copy

    You can copy one or more WBS rows at the same level. This option is not available if the selected rows are in a hierarchy. This option is only available when you select multiple WBS child rows.

  • Paste

    This option becomes available if you have copied a row. Use this option to paste the copied rows in the desired location, in the sheet. This option is only available when you select multiple WBS child rows.

  • Remove

    This option becomes available if the WBS row is not associated to any activity sheet, or there are no costs allocated. This option is not available if at least one WBS row is associated to an activity sheet or has rolled up cost. This option is only available when you select multiple WBS child rows.

Rows Added to WBS Sheet

The WBS Sheet, with the WBS rows added, is shown on the left side of the log. When a WBS Code is associated to the manual activities, the activity sheet name ins populated in the Used By column field, displayed in the WBS Details in the right pane. The Used By column field is a read-only field and displays all the activity sheets that this WBS Code is associated with. The Used By column field is only available in the General tab only for the Project WBS Sheet. It is shown as the first field in the tab.

The WBS rows that are associated with an activity sheet cannot be removed. You can edit, or enter the data, in the editable columns in the sheet (the Cancel and Save options become available at this stage). The WBS Picker (in the cost business process) shows the current project's WBS codes that are associated with the activity sheet along with the source project's WBS codes. You can create transactions against the WBS codes of the current project.

Earned Value at Project Level

You can set up the earned value at the project level. Under Menu Options ( "" ), use the Earned Value Setup option to open the Earned Value window and select an ETC technique that can be applied to all the WBS codes. The selected ETC technique overrides the existing ETC technique defined at the WBS Code level.

In the Earned Value window, you can select the technique for computing estimate to complete (ETC). By default, the ETC = Remaining Cost of activity option is selected. When you select ETC = PF * (Budget at Completion - Earned Value), ETC is equal to a performance factor (PF) multiplied by (Budget at Completion minus Earned Value), you can select one of the following to set a value for the performance factor:

  • PF = 1

    Performance Factor equals 1. This method yields an optimistic result with ETC equal to the Budget At Completion (BAC) minus Earned Value Cost. This is the default option selected.

  • Performance Factor = 1 / Cost Performance Index

    Performance Factor equals 1 divided by the Cost Performance Index (CPI), where CPI equals the Earned Value Cost divided by Actual Cost.

  • PF = 1 / (Cost Performance Index * Schedule Performance Index)

    Performance Factor equals 1 divided by the Cost Performance Index multiplied by the Schedule Performance Index (the Earned Value Cost divided by the Planned Value Cost).

  • PF = <select a value>

    Performance Factor is specified by you. If you select this option, you must enter a value (factor) in the field.

After you select an option and save your selection, the system displays the following message: The selected ETC technique will be applied to all WBS Codes in the Sheet. Do you want to continue? If you select to continue, then:

  • The selected ETC technique is applied to all WBS Codes.
  • The audit log (Audit Log) of the WBS Code displays an entry of the ETC technique update.

If you select not to continue, the selected ETC technique is not applied to any WBS Code.

Earned Value Setup at WBS Level

For the WBS level, in the Project WBS Sheet log (bottom portion of the log), you can select the Earned Value tab to see the options for selecting a technique for computing the estimate to complete (ETC). The Earned Value tab is available for both the summary level and leaf level WBS codes. After you select a technique, for the summary level WBS codes, you can apply the ETC technique to all child WBS codes (Apply the ETC Technique to all child WBS Codes).

WBS Path Behavior in WBS Sheet

The General tab (in the Project WBS Sheet log (bottom portion of the log) contains a data element (uuu_P6WBSPath) that shows the WBS Path.

Example

Project1

W1

W2

Activity 1

For the WBS W2, the WBS Path will be displayed as Project1 > W1 > W2 so that any activity created using W2 (as WBS Code) shows the WBS Path as Project1 > W1 > W2, using the auto-populate definition.

WBS Sheet Properties Window

You can use Menu Options ( "" ) in the Project WBS Sheet or System WBS Sheet to access the Properties.

When a manual WBS Sheet is created (through the Create option in the log), the system automatically creates the following properties:

  • Name

    The name of the WBS sheet. For example, Project WBS Sheet. This field can be 100 characters long.

  • Description

    The description of the WBS sheet. This field can be 4000 characters long.

  • Last Modified

    This is a read-only field. The date the WBS sheet is created or updated.

  • Created By

    This is a read-only field. The signed-in user who created the WBS sheet (using the Create option).

Project WBS Sheet (Audit Log)

You can use the Menu Options ( "" ) to access the System WBS Sheet and Project WBS Sheet audit log (Audit Log). The audit log captures the details for all the manual WBS sheets (including their attributes) that have been created, updated, and removed. The audit log entries for the events such as manual creation or update of the WBS Codes and Earned Value Setup are as follows, and all the events are audited similar to the System WBS Sheet:

Attribute Update Reason Date Event Action Field Old Value New Value
WBS Code create Date and time event occurred Project WBS Sheet Create <WBS Code> Not applicable <New Value>
Fields in WBS attributes updates either from sheet or from form view Date and time event occurred Project WBS Sheet Update <WBS Code> > <Field Name> <Old value> <New Value>
WBS Sheet level setups Date and time event occurred Earned Value Setup Create Project WBS Sheet > Earned Value Setup > All WBS Codes Not applicable <New Value>
WBS Sheet level setups updates Date and time event occurred Earned Value Setup Update Project WBS Sheet > Earned Value Setup > All WBS Codes <Old Value> <New Value>
Rearrange of WBS Codes will be audited Date and time event occurred Rearrange Cut, Copy, and Paste <WBS Code> <old location> <new location>