This section covers the following topics:
- Activity Manager module
Project/Shell > User mode > Activity Manager
- Master Rate Sheet module
Company Workspace > User mode > Master Rate Sheet
The Activity Manager module contains the following nodes:
- Activity Sheet
- Rate Sheet
The Activity Sheet node, captures project scheduling data coming from P6. A single activity sheet in Unifier will be mapped to multiple project schedule sheets, which are created by way of integration. You have the option to view activities present in a P6 Project mapped to Unifier Shell, in Activity Sheet, by selecting the corresponding P6 Project ID in the project drop-down present inside the Activity Sheet. The Project drop-down will contain the list of all P6 projects mapped to the shell and selecting a project from this drop-down will load the respective scheduling data (activities) in Activity Sheet.
A project in P6 can be a current schedule project or a baseline schedule project. Over the project life span, a user can create multiple baseline projects which are mapped to a current schedule project. While sending data from P6, a baseline project sheet is created for the Project baseline (and not for Primary baseline, Secondary baseline, or Tertiary baseline, etc.). As a result, every project from P6 will have a baseline project sheet and current schedule project sheet (which will have the scheduling information i.e. activities, assignments, etc.). If a P6 project has only current schedule, then Unifier treats the planned data in current schedule as the baseline.
The project sheets which are created in Unifier by way of integration are grouped under a single activity sheet that can be selected to perform Earned Value (EV) analysis. Fields related to costing can be updated in Unifier and re-costed for a resource loaded schedule. You can assign a rate sheet to a resource loaded projects present in the activity sheet from the activity sheet log, but if you want to perform an operation at the project sheet level, then you can open the activity sheet, select the project and schedule type, while working on the Activity Sheet.
You have the option to switch between current schedule and baseline schedule for the project that you have selected from the drop-down list.
At the log level there are tabs corresponding to:
- Schedule
- History
At the activity sheet level, the following tabs are present:
- General
To view Activity Sheet you must have the appropriate permissions.
Note: You can create user-defined reports (UDRs) from the Activity Sheet Data Elements (DEs).
The Rate Sheet node captures the list of resources and roles (based on the latest data available in activity sheet) and corresponding rates from the master rate sheet. In P6, users can assign a role, or resource, to an activity under the Assignments tab of an activity for any project. The rates (Price/Unit) for assigned roles and resources are managed at global level in P6, which can then be used in a project while doing the costing (calculating Present Value, Earned Value, etc.) of the project depending on the rate source (resource, role or override) corresponding to that assignment in an activity.
For a resource loaded schedule, we need rates corresponding to roles and resources for costing of any project in Unifier. There will be two types of rate sheets in Unifier:
- Master Rate Sheet (at company workspace)
- Rate Sheet (at Shell) explained in the subsequent sections.
For a cost loaded schedule, we do not do any calculations in Unifier and use the data directly from P6.
In P6, rates are assigned to a role or resource at global level. To maintain the consistency, we will import the P6 global data to Unifier company workspace. This data will be captured under a new entity called Master Rate Sheet. The rate sheet being created through P6-Unifier integration will be saved as 'Master Rate Sheet' under a new node in company workspace called Master Rate Sheet.
Under company workspace, we will only have one Rate Sheet called 'Master Rate Sheet'. So, users are not allowed to create a copy sheet of the Master Rate Sheet under company workspace. This sheet will contain rates for both roles and resources, users will be able to toggle between resource and role rates from the display. By default, the rates present in master rate sheet will be used across all the resources and roles present in all activity sheets across all shells unless user has assigned another rate sheet present at the shell level to the activity sheet/project.
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.
- Role and resource rates data from the Master Rate Sheet for the mapped projects.
Note: Subsequent updates of CBS Code, Role Rate, and Resource Rate in P6 will not trigger the update of the CBS Code (in the Activity Sheet) and Role Rate and Resource Rate (in the Master Rate Sheet) in Unifier. This is to prevent data in Unifier to be overridden by updates in P6.