Unifier Activity Manager and Master Rate Sheet

This section covers the following topics:

The Activity Manager module contains the following nodes:

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:

At the activity sheet level, the following tabs are present:

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:

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:

See Also

Getting Started with Administration Mode

Security Considerations in Unifier

Companies in Unifier

Administrators in Unifier

Permission-Based Security in Unifier

Company Landing Page (Admin)

Program Landing Page (Admin)

Shell Landing Page (Admin)

Project Landing Page (Admin)

Queries

Dashboards in Unifier

Self-Service Portal

Access Control and AutoVue Stamps

Including Stamps in Configuration Package

Managing Public Searches

Setting up Data Structure Setup Node

Creating Data Views

Creating Data Cubes

Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)

Configuring the User Mode Navigator

User Administration

Adding & Managing Partner Companies

Configuring Project Numbering, Cost Codes, and Status

Setting Up Multiple Company Calendars

Manage Support and e-Learning contact information (Contact tab)

Manage Company Password Policy (Security tab)

Manage Company Addresses (Address tab)

Access Company Details

Background Jobs

Event Notifications

Configuration Package Management

uDesigner Overview

Custom Dashboards

Program Administration

Project Administration

Shells Administration

Setting Up the Business Processes

Setting Up Updates for Business Process Records

Setting Up the Asset Manager

Setting Up the Code-Based and Records-Based Configurable Manager

Setting Up the Cost Manager

Setting Up the Document Manager

Setting Up the Planning Manager

Setting Up the Portfolio Manager

Setting Up the Resource Manager

Setting Up the Schedule Manager

Setting Up the Space Manager

Setting Up the User-Defined Reports

Managing Personal Information in Unifier

Translating Custom Strings (Internationalization)

Unifier Mobile Application

Unifier and Other Oracle Applications

In This Section

Activity Manager Permissions



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Last Published Monday, October 4, 2021