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Primavera help 2012

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Dr Ezzat Mansour
Dr Ezzat Mansour

Primavera help 2012

Engineering
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2 Oracle Primavera P6 Help for Print First Half Copyright © 1997, 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. The platform-specific hardware and software requirements included in this document were current when this document was published. However, because new platforms and operating system software versions might be certified after this document is published, review the certification matrix on the My Oracle Support Web site for the most up-to-date list of certified hardware platforms and operating system versions. The My Oracle Support Web site is available at the following URL: http://support.oracle.com/ If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software -- Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Copyright
Copyright 3 The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. To view the list of third party technology disclosures related to this product, please see the Commercial Notices and Disclosures document for the release.
5 Contents Copyright ................................................................................................ 2 Preface ................................................................................................. 41 Where to Get Documentation .................................................................... 41 Where To Get Training ............................................................................ 44 Where to Get Support ............................................................................. 44 Documentation Accessibility...................................................................... 45 Introduction............................................................................................ 47 About Oracle Primavera P6 Enterprise Project Portfolio Management..................... 47 Working with the Oracle Primavera P6 EPPM Suite ........................................... 48 About P6 ......................................................................................... 51 About P6 Team Member Applications........................................................ 52 About P6 Progress Reporter ................................................................... 53 About Oracle Universal Content Management .............................................. 54 About P6 Professional .......................................................................... 54 About Oracle BI Publisher and the OBIEE Platform ........................................ 55 About P6 Reporting Database ................................................................. 55 About P6 Analytics.............................................................................. 55 About the Oracle Business Process Management Suite .................................... 57 About the P6 Integration API.................................................................. 57 About P6 EPPM Web Services ................................................................. 58 What's New in P6 EPPM............................................................................ 58 P6 Overview ........................................................................................... 59 Working with P6 .................................................................................... 59 Customizing the P6 User Experience ............................................................ 61 About Industry-Specific Field Names......................................................... 62 About the User Interface.......................................................................... 63 Working with the P6 User Interface.......................................................... 63 About Screen Controls....................................................................... 65 Working with the Main Menus.............................................................. 66 About the Most Recently Used List........................................................ 67 Working with Tables ......................................................................... 68 About Columns (Fields)...................................................................... 69 Showing or Hiding Columns in a Table ................................................... 69 Selecting Items from a List of Available Items.......................................... 70 Working with Toolbars ...................................................................... 71 Customizing Toolbars........................................................................ 72 Working with "Select a Value" Dialog Boxes ............................................. 72 Selecting Values from "Select a Value" Dialog Boxes .................................. 74 Working with Data in P6 .................................................................... 75 Working with Detail Windows.............................................................. 76
P6 Help 6 About Portlets ................................................................................ 78 About Data Entry Controls.................................................................. 78 About Security ...................................................................................... 78 Printing Pages Using P6 Printing Tools .......................................................... 79 Printing Pages Using Your Web Browser ........................................................ 80 About E-Mail Notifications ........................................................................ 80 Working with E-Mail Notifications ............................................................ 81 Sending Activity Views by E-Mail .......................................................... 82 Sending E-Mail about Documents.......................................................... 82 Sending E-Mail about Issues ................................................................ 83 Sending E-Mail about Milestones .......................................................... 83 Sending E-Mail about Timesheets to Resources......................................... 84 Sending E-Mail Notifications about Resource Assignments ........................... 84 Sending E-Mail to a Project Manager ..................................................... 85 Sending E-Mail to Activity Resources ..................................................... 86 Sending E-Mail to Project Resources...................................................... 86 Sending E-Mail to Resource Teams........................................................ 87 Updating the Progress of Activities Using E-mail....................................... 88 About Grouping and Sorting ...................................................................... 88 Working with Group and Sort Features ...................................................... 89 Grouping and Sorting Information ............................................................ 90 About Find, Search, and Filter Features ........................................................ 91 Working with Find, Search, and Filter Features............................................ 91 Finding Entries................................................................................ 92 Searching for Entries ........................................................................ 92 About Filters .................................................................................. 93 Working with Filters ......................................................................... 93 Filtering Data ................................................................................. 95 Pages Supporting Filters .................................................................... 96 Creating, Modifying, Saving, and Deleting Data ............................................... 97 Cutting, Copying, and Pasting Data .......................................................... 97 About Removing and Deleting Data .......................................................... 98 Deleting Entries .............................................................................. 99 Undoing Mistakes ............................................................................... 99 About Metrics and Calculations .................................................................100 Using Visual Indicators ........................................................................100 About Importing and Exporting Data ...........................................................101 About Importing and Exporting Projects ...................................................102 About P6 Help......................................................................................102 Viewing Help Content .........................................................................102 Working with P6 Help Topics.................................................................104 About Timesheets .................................................................................106 Working with Timesheets.....................................................................106 Approving or Rejecting Timesheets .........................................................107 Sending E-Mail about Timesheets to Resources ...........................................108 Assigning a Project Manager Delegate for Timesheets ...................................109
Contents 7 Assigning a Resource Manager Delegate for Timesheets .................................110 Dashboards and Workspaces...................................................................... 113 About Dashboards, Workspaces, and Workgroups ............................................113 About Dashboards .................................................................................113 Working with Dashboards.....................................................................114 Creating Dashboards...........................................................................117 Customizing Dashboards ......................................................................117 Configuring Dashboard Content ..........................................................118 Configuring Dashboard Access ............................................................118 Configuring Dashboard Filters ............................................................119 Configuring Dashboard Layout ............................................................119 Showing and Hiding Dashboards ..........................................................120 Working with Workflows in P6 ...............................................................120 About Project Workspaces .......................................................................123 Working with Project Workspaces...........................................................124 Customizing Project Workspace .............................................................124 Configuring Workspace Content ..........................................................124 Configuring Workspace Layout............................................................125 Sending E-Mail to Project Resources........................................................126 About Project Performance Metrics.........................................................127 Assessing Project Performance ...........................................................127 Assessing Project Health...................................................................127 Customizing Project Statistics ............................................................128 Identifying Critical Activities Behind Schedule ........................................129 About Performance Thresholds ...........................................................129 Working with Performance Thresholds ..................................................130 About Milestones ............................................................................130 Sending E-Mail about Milestones .........................................................131 About Cost Performance Index (CPI) ....................................................131 About Schedule Performance Index (SPI) ...............................................132 About To-Complete Performance Index (TCPI) ........................................132 About Contract Management.................................................................132 Working with Contract Management.....................................................133 Opening the Contract Management Control Center...................................133 Linking P6 and Contract Management Projects........................................134 Linking P6/P6 Professional and Contract Management Applications...............135 About Project Workgroups .......................................................................135 Working with Workgroups ....................................................................135 Assigning Documents to Projects .........................................................135 Creating Workgroups .......................................................................136 Customizing Workgroups...................................................................137 Assigning Workgroup Activities ...........................................................138 Creating Workgroup Issues ................................................................138 Sending E-Mail to Activity Resources ....................................................139 About Portlets .....................................................................................140 Working with Portlets .........................................................................140 List of Portlets...............................................................................143 Customizing Portlets........................................................................145
P6 Help 8 Customizing the My Risks Portlet.........................................................145 Customizing the Resource Analysis Chart Portlet .....................................145 Customizing the Open Requests for Resources Portlet ...............................146 Customizing Portfolio View Portlets .....................................................146 Customizing Scorecard Portfolio View Portlets ........................................147 Analyzing Resource Team Usage in the Resource Team Summary Portlet ........147 Creating Portfolio View Portlets..........................................................148 Document Review and Workflow Portlets ..............................................148 Participating in Document Reviews ......................................................149 Terminating Document Reviews ..........................................................149 About Workflows ............................................................................150 Working with Workflows in P6 ............................................................150 Participating in Workflows ................................................................153 Linking the Cost Worksheet to Contract Management................................154 Opening Projects from Dashboard Portlets.............................................155 Sending E-Mail to Resource Teams.......................................................155 Sending E-Mail Notifications about Resource Assignments ..........................156 Creating Custom Portlets ..................................................................156 Portfolios ............................................................................................. 159 About Portfolios ...................................................................................159 Working with Portfolios ..........................................................................159 Opening Portfolios .............................................................................160 Creating Portfolios.............................................................................160 Creating Projects While Working with Portfolios .........................................161 Creating Projects in a Portfolio View Scorecard Portlet .................................161 Creating Projects on the Portfolio Analysis Page .........................................162 Assigning Projects to a Portfolio.............................................................163 Defining Performance Thresholds ...........................................................163 Portfolio Views ....................................................................................165 About Portfolio Views .........................................................................165 Working with Portfolio Views ................................................................165 Creating Portfolio Views ...................................................................166 Working with Portfolio View Scorecards....................................................167 Working with Portfolio View Bubble Charts................................................169 Working with Portfolio View Pie Charts ....................................................171 Working with Portfolio View Histograms ...................................................173 Portfolio Scenarios ................................................................................175 About Portfolio Scenarios.....................................................................175 About What-if Analysis ........................................................................175 Working with Portfolio Scenarios............................................................176 Creating Portfolio Scenarios ..............................................................176 Sending E-Mail About Scenarios...........................................................176 Capacity Planning .................................................................................177 About Capacity Planning......................................................................177 Working with the Capacity Planning Page..................................................177
Contents 9 Analyzing Role Allocation (Capacity Planning).........................................179 Projects............................................................................................... 181 About Projects.....................................................................................181 Working with Projects.........................................................................181 Creating Projects ..............................................................................182 Assigning Locations to Projects..............................................................182 Opening Projects or Templates..............................................................183 Opening Dependent Projects.................................................................184 Importing and Exporting Projects ...........................................................185 Working with Primavera XML Project Import...........................................185 Working with Primavera XML Project Export...........................................187 Working with Microsoft Project Import .................................................189 Working with Microsoft Project Export..................................................191 About Opening a Project Exclusively........................................................192 Opening Projects Exclusively..............................................................192 Removing the Exclusive Lock on Projects...............................................193 Working with Oracle ERP, Fusion PPM Bridge, and Other Integrated Solutions.......195 Sending Project Data to an ERP System.................................................196 Sending Project Data to Fusion...........................................................197 About Project Templates ........................................................................198 Working with Project Templates ............................................................198 Creating Project Templates..................................................................199 The EPS .............................................................................................200 About the Enterprise Project Structure (EPS) .............................................200 Working with the EPS.......................................................................200 Creating EPS Elements .....................................................................202 Configuring the EPS.........................................................................203 Opening Projects or Templates in the EPS .............................................203 About Projects .................................................................................204 Creating Projects............................................................................204 Creating Projects from Existing Projects or Templates ..............................205 Deleting Projects or EPS Elements .......................................................205 Customizing Detail Windows ..............................................................206 Configuring Project Preferences .........................................................207 Configuring History Settings for P6 Analytics ..........................................207 Configuring Project Calculations .........................................................207 Linking P6 and Contract Management Projects ........................................208 Configuring Project Defaults ..............................................................208 Configuring General Project Preferences...............................................209 Configuring P6 Progress Reporter ........................................................209 Configuring Project Summarization and Publication Services.......................210 Configuring P6 Team Member Status Update Reviews................................210 Configuring P6 Team Member Application View Preferences .......................211 Opening Projects or Templates...........................................................213 About Gantt Charts ............................................................................214 Working with the Activity Gantt Chart ..................................................214
P6 Help 10 Configuring Gantt Charts ..................................................................215 About Baselines ................................................................................216 Working with Baselines.....................................................................216 Creating Baselines ..........................................................................218 About Summary Data ..........................................................................219 Working with the Summarizer Service ..................................................220 Summarizing Projects ......................................................................220 About Importing and Exporting Projects ...................................................221 Importing and Exporting Projects ........................................................222 Exporting Projects using Microsoft Project XML .......................................222 Configuring Microsoft Project Templates ...............................................222 Exporting Projects using Primavera XML Format ......................................223 Importing Projects using Microsoft Project XML .......................................223 Importing Projects using Primavera XML Format ......................................224 Exporting Projects to Excel ...............................................................225 About Budgets..................................................................................225 Working with Budgets ......................................................................226 Establishing Budgets ........................................................................228 Creating Budget Change Requests .......................................................228 Approving or Denying Budget Change Requests .......................................229 About Spending and Benefit Plans .......................................................230 Working with Spending and Benefit Plans ..............................................231 Configuring Spending and Benefit Plans ................................................233 About Return on Investment (ROI) .......................................................233 About Project Views...........................................................................234 Configuring EPS Views......................................................................234 Configuring EPS View Columns............................................................234 Configuring EPS View Grouping ...........................................................235 Configuring EPS View Filters ..............................................................236 Applying Filters..............................................................................236 Creating Filters ..............................................................................237 Configuring Filters ..........................................................................238 Configuring EPS View Gantt Chart Bars .................................................239 Configuring EPS View Gantt Chart .......................................................240 Configuring EPS View Access ..............................................................240 About Columns (Fields) ....................................................................240 About Grouping and Sorting ...............................................................241 About Filters .................................................................................241 About Funding Sources........................................................................241 Working with Funding Sources ............................................................241 Assigning Project Funding Sources .......................................................244 About Gantt Charts ............................................................................244 Configuring Gantt Charts ..................................................................244 About Bars....................................................................................245 About Project Codes ..........................................................................246 Assigning Project Codes....................................................................247 About P6 Progress Reporter ..................................................................247 About Contract Management.................................................................248
Contents 11 Linking P6/P6 Professional and Contract Management Applications...............248 About Notebooks ..................................................................................248 About Notebook Topics .......................................................................249 Working with Notebooks ......................................................................249 Assigning Notebook Topics ...................................................................249 Activities ...........................................................................................250 About Activities ................................................................................250 Working with Activities ....................................................................250 Creating Activities ..........................................................................251 Configuring General Activity Information...............................................252 Assigning Locations to Activities .........................................................253 Recalculating Assignment Costs ..........................................................254 Sending Project Data to an ERP System.................................................254 Customizing Detail Windows ..............................................................255 About Activity Types........................................................................256 About WBS Summary Activities ...........................................................256 About Suspending and Resuming Activities.............................................257 About the Activity Table...................................................................257 About Activity Networks ...................................................................257 Working with the Activity Network ......................................................258 About Calendar View .......................................................................259 Working with the Activity Calendar......................................................260 About Activity Views ..........................................................................261 Working with Activity Views ..............................................................261 Creating Activity or EPS Views............................................................262 Configuring Activity Views.................................................................262 Configuring Activity View Columns.......................................................263 Configuring Activity View Grouping......................................................264 Configuring Activity View Filters .........................................................265 Applying Filters..............................................................................266 Creating Filters ..............................................................................266 Configuring Filters ..........................................................................267 Configuring Activity View Gantt Chart Bars ............................................268 Configuring Activity View Gantt Chart ..................................................269 Configuring Activity Network .............................................................270 Configuring Activity View Access.........................................................270 Sending Activity Views by E-Mail .........................................................271 About Columns (Fields) ....................................................................271 About Filters .................................................................................272 About Grouping and Sorting ...............................................................272 About Activity Codes ..........................................................................272 Creating Activity Code Values for Activities ...........................................272 Assigning Activity Code Values to Activities............................................273 About Gantt Charts ............................................................................274 Working with the Activity Gantt Chart ..................................................274 Configuring Gantt Charts ..................................................................274 About Progress Spotlight...................................................................275 About Bars....................................................................................276
P6 Help 12 About Work Breakdown Structures (WBS) ..................................................277 Working with WBS Elements ..............................................................277 About Siblings and Children ...............................................................279 Creating a WBS ..............................................................................279 Creating a WBS from a Template.........................................................280 Configuring General WBS Information ...................................................280 Defining Earned Value Calculations for WBS Elements ...............................281 Working with WBS Milestones .............................................................282 Working with WBS Categories.............................................................283 About Baselines ................................................................................284 Working with Baselines.....................................................................285 Creating Baselines ..........................................................................287 About Scheduling Projects....................................................................288 Scheduling Projects.........................................................................288 Configuring General Scheduling Options ................................................289 Configuring Advanced Scheduling Options..............................................289 About Float .....................................................................................290 About Critical Path Activities ................................................................290 Working with Critical Activities ..........................................................291 Creating Baselines ..........................................................................295 About Schedule Preview ......................................................................296 Enabling Schedule Preview ................................................................296 About Resource Leveling......................................................................297 Configuring Resource Leveling Options and Priorities ................................297 Leveling Project Resources................................................................299 About Activity Progress .......................................................................300 About Updating Progress...................................................................300 Working with Updating Progress in a Browser Running P6 ...........................300 Updating the Progress of Activities Using P6...........................................301 About The Apply Actuals Feature ........................................................301 Working with the Apply Actuals Feature................................................301 Applying Actuals to a Project .............................................................303 Working with Activity Updates by E-mail using E-mail Statusing Service .........304 Supporting E-mail Updates with E-mail Statusing Service ...........................308 Updating the Progress of Activities Using E-mail ......................................309 Updating the Progress of Activities Using P6 Team Member Web ..................310 Updating the Progress of Activities Using the P6 Team Member for iPhone App 310 About P6 Team Member Status Updates....................................................310 Working with P6 Team Member Status Updates .......................................311 Assigning a Status Reviewer to a WBS ...................................................313 Selecting an Activity for Review .........................................................313 Reviewing Team Member Status Updates...............................................314 Sending E-mail to a Team Member About a Status Update ..........................315 Viewing Team Member Status Updates History ........................................315 About the Auto Compute Actuals Feature..................................................316 Working with the Auto-Compute Actuals Feature.....................................316 Applying Auto Compute Actuals to Activities ..........................................317 About Store Period Performance ............................................................318 Storing Period Performance ...............................................................318
Contents 13 About Importing and Exporting Data........................................................319 Importing Activities.........................................................................319 Exporting Activities to Excel ..............................................................320 Creating Import Templates for Importing Activities ..................................320 About Relationship Lines .....................................................................322 About Progress Lines ..........................................................................322 About Resources ...............................................................................322 Assigning Resources to an Activity .......................................................322 Assigning a Resource to Multiple Activities.............................................323 Configuring Activity Resources ...........................................................324 Adding Activity Resource Estimates .....................................................324 Requesting Resources for Activities .....................................................325 Specifying Resource Assignment Rates ..................................................325 Assigning Resource Curves to Resource or Role Assignments from the Activities Page .................................................................................................326 Assigning Resources to Unstaffed Activities ............................................326 Searching Resources ........................................................................327 About the Recalculate Assignment Costs Feature.....................................328 Recalculating Assignment Costs ..........................................................329 Configuring Resource Leveling Options and Priorities ................................330 Leveling Project Resources................................................................331 About the Check Resource Overallocation Service....................................332 Working with the Check Resource Overallocation Service...........................333 Checking for and Resolving Overallocated Resources ................................334 About Roles .....................................................................................335 Assigning Roles to an Activity .............................................................336 Assigning a Role to Multiple Activities...................................................336 Configuring Activity Roles .................................................................337 About Activity Owners ........................................................................337 Assigning an Activity Owner to an Activity .............................................337 About Documents ..............................................................................338 Assigning Documents to Activities........................................................338 About Expenses ................................................................................339 Creating Expenses...........................................................................339 Configuring Expenses .......................................................................339 Configuring Auto Compute Actuals for Expenses ......................................340 About Feedback................................................................................340 Adding Feedback ............................................................................341 Adding the New Feedback Column.......................................................341 Acknowledging Feedback ..................................................................342 About Duration Types .........................................................................342 Working with Duration Types .............................................................343 About Constraints..............................................................................343 Working with Activity Constraints........................................................344 About Issues ....................................................................................345 Creating Activity Issues ....................................................................345 Configuring Activity Issues.................................................................346 About Notebooks...............................................................................346 Working with Notebooks ...................................................................346 About Notebook Topics .......................................................................347
P6 Help 14 Assigning Notebook Topics ................................................................347 About Relationships ...........................................................................347 Creating Activity Relationships ...........................................................348 Configuring Activity Relationships .......................................................349 Assigning Predecessor Relationships .....................................................349 Configuring Predecessor Relationships ..................................................350 Assigning Successor Relationships ........................................................351 Configuring Successor Relationships .....................................................351 About Risks .....................................................................................352 Working with Project Risks ................................................................352 Assigning a Risk to an Activity ............................................................354 About Steps.....................................................................................355 Working with Activity Steps ...............................................................355 Creating Activity Steps.....................................................................356 Configuring Activity Steps .................................................................356 About Step Templates.........................................................................357 Adding Activity Steps from a Step Template...........................................357 About Trace Logic .............................................................................358 Viewing Relationships with Trace Logic.................................................358 About Budgets..................................................................................359 Creating Budget Change Requests .......................................................359 Approving or Denying Budget Change Requests .......................................360 About Earned Value ...........................................................................361 Configuring WBS Earned Value............................................................361 About Milestones...............................................................................362 Creating WBS Milestones...................................................................362 Team Usage ........................................................................................363 About Team Usage.............................................................................363 Customizing Team Usage ..................................................................363 Assigning Resources to Unstaffed Activities ............................................364 Exporting Team Usage Spreadsheets ....................................................364 Searching Resources ........................................................................365 Sending E-Mail to a Project Manager ....................................................366 Issues................................................................................................367 About Issues ....................................................................................367 Working with Issues.........................................................................367 Creating Project Issues.....................................................................368 Configuring Project Issues .................................................................369 Customizing Project Issues ................................................................369 Assigning Related Items to Issues ........................................................370 Sending E-Mail about Issues ...............................................................371 About Issue Codes .............................................................................371 Assigning Issue Codes.......................................................................372 About Issue Forms .............................................................................372 Creating Issue Forms .......................................................................372 Assigning Projects to Issue Forms ........................................................373 Risks.................................................................................................374 About Risks .....................................................................................374 Risk Enterprise Data...........................................................................374 Working with Risks Enterprise Data......................................................374
Contents 15 Configuring Risk Enterprise Data .........................................................375 Risk Thresholds ..............................................................................375 About Risk Thresholds ......................................................................375 Working with Risk Thresholds .............................................................376 Creating Risk Thresholds...................................................................377 Modifying Risk Thresholds .................................................................378 Risk Scoring Matrices .......................................................................379 About Risk Scoring Matrices ...............................................................379 Working with Risk Scoring Matrices ......................................................380 Creating Risk Scoring Matrices............................................................383 Assigning a Risk Scoring Matrix to a Project............................................384 Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane .....384 Assigning a Risk Scoring Matrix to a Project from the EPS Page ....................385 Assigning a Risk Scoring Matrix to a Project from the Portfolios Section .........385 Risk Categories ..............................................................................386 About Risk Categories ......................................................................386 Creating Risk Categories ...................................................................386 Risk UDFs .....................................................................................387 About Risk User Defined Fields ...........................................................387 Creating Risk UDFs ..........................................................................387 Project Risks....................................................................................387 Working with Project Risks ................................................................387 Managing Project Risks.....................................................................389 Creating Project Risks......................................................................389 Adding Detailed Project-Level Risks .....................................................390 Adding Project Risks to Activities ........................................................391 Adding High-Level Project Risks..........................................................392 Assigning a Risk to an Activity ............................................................393 Risk Response Plans.........................................................................393 About Risk Response Plans.................................................................393 Working with Risk Response Plans .......................................................394 Developing a Risk Response Plan .........................................................395 Adding Risk Response Plans ...............................................................395 Adding Risk Response Plan Action Items ................................................396 Assigning Activities to Risk Response Plan Action Items .............................397 Exporting Risk Data .........................................................................397 About Documents..................................................................................398 Working with Documents without the Content Repository ..............................398 Adding Documents to a Project without the Content Repository ..................399 Configuring Document Details without the Content Repository ....................399 Assigning Related Items to Documents without the Content Repository ..........400 Sending E-Mail about Documents without the Content Repository.................400 Working with Documents with a Content Repository .....................................401 About the Document Content Repository...............................................402 Creating Document Templates ...........................................................403 Copying Documents from Existing Templates ..........................................404 Adding Documents to a Project and Storing Them in the Content Repository ...404 Adding Documents to a Project from the Content Repository ......................405
P6 Help 16 Configuring Document Details ............................................................406 Assigning Related Items to Documents ..................................................407 Checking Out Documents ..................................................................407 Checking In Documents ....................................................................408 Sending E-Mail about Documents.........................................................409 Assigning Documents to Workgroups.....................................................409 Creating Document Folders ...............................................................410 About Document Reviews..................................................................410 Working With Document Reviews ........................................................411 Reviewing Documents ......................................................................412 Creating Document Reviews ..............................................................413 Participating in Document Reviews ......................................................414 Terminating Document Reviews ..........................................................414 Searching for Documents ..................................................................415 Searching for Documents (Advanced Search) ..........................................415 Searching for Documents (Quick Search) ...............................................416 Viewing Documents .........................................................................417 Downloading Documents ...................................................................417 About Project Scheduled Services ..............................................................418 Creating Project Scheduled Services........................................................418 Configuring Project Scheduled Services ....................................................418 About Publication Services and Reporting.....................................................419 Working with Publication Services for Reporting..........................................420 Publishing P6 Data for Reports ...........................................................423 Defining Publication Periods ..............................................................423 Enabling Automatic Publishing of P6 Project Data for Reports .....................424 Enabling Automatic Publishing of P6 Global Data for Reports ......................426 Configuring Publication Service Settings for Projects ................................426 Manually Publishing P6 Project Data for Reports......................................427 Manually Publishing P6 Global Data for Reports .......................................428 Resources ............................................................................................ 429 Roles ................................................................................................429 About Roles .....................................................................................429 Creating Roles..................................................................................429 Assigning a Resource to a Role...............................................................430 Assigning a Role Team to a Role.............................................................431 Assigning Rates to Roles ......................................................................432 Assigning Work Limits to Roles...............................................................432 Role Teams.........................................................................................433 About Role Teams .............................................................................433 Creating Role Teams ..........................................................................433 Assigning a Role to a Role Team.............................................................433 Resources...........................................................................................434
Contents 17 About Resources ...............................................................................434 Adding Resources ..............................................................................434 Assigning a Role to a Resource...............................................................435 Assigning a Resource Team to a Resource .................................................436 Configuring Resource Settings ...............................................................437 Assigning Calendars to Resources ...........................................................437 Assigning Locations to Resources............................................................438 Configuring Timesheet Reporting for Resources ..........................................439 Configuring Resource Settings for Timesheet Reporting .............................439 Assigning Resource Codes.....................................................................440 Assigning Resource Rates .....................................................................441 Creating Import Templates for Importing Resources .....................................441 Importing Resource Data .....................................................................442 Deleting Resources ............................................................................443 Resource Teams ...................................................................................444 About Resource Teams........................................................................444 Creating Resource Teams.....................................................................444 Assigning a Resource to a Resource Team .................................................445 Resource Assignments ............................................................................445 About Resource Assignments.................................................................445 Working with Resource Assignments in the Gantt Chart .................................445 Viewing Resource Assignments in a Gantt Chart ......................................446 Configuring the Resources Assignments Gantt Chart Bars ...........................446 Setting the Resources Detailed Assignments Gantt Chart Timescale ..............447 Modifying Resource Assignment Dates in the Gantt Chart ...........................448 Assigning a Resource to an Activity Assignment...........................................448 Viewing Assignment Unit and Cost Spreads ................................................449 Exporting Resource Assignment Data .......................................................450 Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page ..............................................................................451 Applying the Progress Spotlight to the Resources Assignments View ..................451 Resource Planning.................................................................................452 About Resource Planning .....................................................................452 Customizing the Resource Planning Spreadsheet .........................................453 Assigning Projects or WBS Elements to Resources or Roles..............................454 Assigning Resources or Roles to Projects or WBS Elements..............................455 Modifying Resource or Role Assignment Dates.............................................456 Allocating Units or the Percentage of Available Units to Resources or Roles .........457 Synchronizing Resource Planning Dates ....................................................458 Splitting a Resource or Role Assignment ...................................................459 Categorizing Resource or Role Assignments using Status Codes ........................460 Exporting the Resource Planning Spreadsheet ............................................461 Resource Analysis .................................................................................461 About Resource Analysis ......................................................................461 Analyzing Resource Allocations ..............................................................462 Assigning Resources to Unstaffed Activities ...............................................463 Viewing Role Usage............................................................................464
P6 Help 18 Viewing Resource Usage ......................................................................465 Exporting Resource or Role Usage Data ....................................................467 Exporting Resource Data .........................................................................468 Exporting Resource Administration Data ...................................................468 Exporting Resource Assignment Data .......................................................469 Exporting the Resource Planning Spreadsheet ............................................469 Exporting Resource or Role Usage Data ....................................................470 Reports ............................................................................................... 473 About Reports......................................................................................473 Working with Reports .........................................................................474 Scheduling Reports..........................................................................475 Running Reports On-Demand..............................................................476 Exporting a List of Reports ................................................................477 Viewing the Report Run History ..........................................................478 About Publication Services and Reporting.....................................................478 Working with Publication Services for Reporting..........................................479 Publishing P6 Data for Reports ...........................................................482 Defining Publication Periods ..............................................................482 Enabling Automatic Publishing of P6 Project Data for Reports .....................483 Enabling Automatic Publishing of P6 Global Data for Reports ......................485 Configuring Publication Service Settings for Projects ................................485 Manually Publishing P6 Project Data for Reports......................................486 Manually Publishing P6 Global Data for Reports .......................................487 Administration....................................................................................... 489 About Administration .............................................................................489 About My Preferences ............................................................................490 Working with My Preferences ................................................................490 Customizing My Preferences Global Preferences..........................................491 Customizing Global Currency Preferences..............................................491 Customizing Global Date Format Preferences .........................................492 Customizing Global General Preferences ...............................................492 Customizing Global Issues Preferences..................................................493 Customizing Global Performance Threshold Preferences ............................493 Customizing Global Project Score Preferences ........................................493 Customizing Global Resources Preferences ............................................494 Customizing Global Row Number Preferences .........................................494 Customizing Global Time Units Format Preferences..................................495 Sending E-Mail Notifications about Resource Assignments ..........................496 Customizing My Preferences View Preferences............................................496 Changing Your Own Password ................................................................497 About My Calendar ................................................................................498 Configuring My Calendar......................................................................498 Setting Work Hours Per Time Period for My Calendar ................................498 Configuring the Standard Work Week for My Calendar...............................499 Modifying Calendar Days on My Calendar ...............................................499 Importing Events to My Calendar.........................................................499
Contents 19 About Application Settings.......................................................................500 Working with Application Settings ..........................................................501 Configuring Data Limits Settings.............................................................502 Configuring Earned Value Settings ..........................................................502 Defining Earned Value Calculations for WBS Elements ...............................503 Configuring General Settings.................................................................503 Configuring ID Lengths Settings..............................................................504 Configuring Summarization Periods .........................................................505 Configuring General Settings.................................................................505 Configuring Timesheets Settings.............................................................506 Configuring Time Periods Settings...........................................................506 About Enterprise Data ............................................................................507 Working with Enterprise Data................................................................508 About Baseline Types..........................................................................509 Creating Baseline Types....................................................................509 About Funding Sources........................................................................510 Creating Funding Sources..................................................................510 About Notebook Topics .......................................................................510 Creating Notebook Topics .................................................................511 About Calendars ...............................................................................511 Working with Calendars....................................................................511 Creating Global Calendars.................................................................512 Configuring Global Calendars .............................................................513 Setting Work Hours Per Time Period for Global Calendars ..........................513 Configuring the Standard Work Week for Global Calendars .........................513 Modifying Calendar Days on Global Calendars .........................................513 Setting the Default Global Calendar.....................................................514 Creating Project Calendars................................................................514 Configuring Project Calendars ............................................................515 Assigning a Base Calendar to a Project Calendar......................................515 Setting Work Hours Per Period for a Project Calendar ...............................516 Configuring the Standard Work Week for Project Calendars ........................516 Modifying Calendar Days on Project Calendars ........................................517 Changing a Project Calendar to a Global Calendar ...................................517 Creating Resource Calendars..............................................................518 Configuring Resource Calendars ..........................................................518 Assigning a Base Calendar to a Resource Calendar....................................519 Assigning a Resource to a Resource Calendar ..........................................519 Setting Work Hours Per Time Period for a Resource Calendar ......................520 Configuring the Standard Work Week for Resource Calendars ......................520 Modifying Calendar Days ...................................................................521 Changing the Calendar Type ..............................................................521 About Locations................................................................................522 Creating Locations ..........................................................................522
P6 Help 20 Importing Locations.........................................................................523 Creating Import Templates for Importing Locations..................................523 About Project Codes ..........................................................................524 Creating Project Codes.....................................................................524 Creating Project Code Values.............................................................524 Configuring Project Codes .................................................................525 Configuring Project Code Values .........................................................526 About User Defined Fields ....................................................................526 Working with User Defined Fields ........................................................526 Creating Project UDFs......................................................................527 Defining Formulas for User Defined Fields..............................................528 Defining Indicators for User Defined Fields ............................................528 Defining Statements for User Defined Fields...........................................529 Creating WBS UDFs..........................................................................530 Creating Activity UDFs .....................................................................531 Creating Expense UDFs.....................................................................531 Creating Step UDFs .........................................................................531 Creating Risk UDFs ..........................................................................532 Creating Issue UDFs.........................................................................532 Creating Document UDFs ..................................................................532 Creating Assignment UDFs .................................................................533 Creating Resource UDFs....................................................................533 About Work Breakdown Structures (WBS) ..................................................533 Working with WBS Categories.............................................................534 Creating WBS Categories...................................................................536 About Activity Codes ..........................................................................536 Working with Activity Codes ..............................................................537 Creating Activity Codes ....................................................................538 Creating Activity Code Values ............................................................539 Configuring Activity Code Values.........................................................540 About Cost Accounts ..........................................................................541 Creating Cost Accounts ....................................................................541 About Expenses ................................................................................542 Creating Expense Categories..............................................................542 About Step Templates.........................................................................543 Creating Step Templates ..................................................................543 Configuring Step Templates...............................................................543 About Risks .....................................................................................544 Working with Risks Enterprise Data......................................................544 Configuring Risk Enterprise Data .........................................................545 About Risk Scoring Matrices ...............................................................545 Working with Risk Scoring Matrices ......................................................546 Creating Risk Scoring Matrices............................................................549 Assigning a Risk Scoring Matrix to a Project............................................550 Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane .....550 Assigning a Risk Scoring Matrix to a Project from the EPS Page ....................551 Assigning a Risk Scoring Matrix to a Project from the Portfolios Section .........551 About Risk Thresholds ......................................................................552 Working with Risk Thresholds .............................................................552
Contents 21 Creating Risk Thresholds...................................................................554 Modifying Risk Thresholds .................................................................555 About Risk Categories ......................................................................556 Creating Risk Categories ...................................................................556 About Issues ....................................................................................556 Creating Issue Codes........................................................................557 Creating Issue Code Values................................................................557 About Document Categories and Statuses..................................................558 Creating Document Categories ...........................................................558 Creating Document Statuses ..............................................................558 About Currencies...............................................................................559 Adding a Currency ..........................................................................559 Defining a Base Currency ..................................................................560 About Financial Periods.......................................................................560 Creating Financial Periods.................................................................560 Creating a Financial Period Batch........................................................561 About Overhead Codes........................................................................562 Creating Overhead Codes..................................................................562 About Timesheet Periods .....................................................................563 Creating Timesheet Periods ...............................................................563 About Resource and Role Rate Types .......................................................563 Configuring Resource and Role Rate Types.............................................564 About Resource Codes ........................................................................564 Creating Resource Codes ..................................................................564 Creating Resource Code Values...........................................................565 About Resource Curves........................................................................565 Defining Resource Curves..................................................................565 About Units of Measure .......................................................................566 Creating Units of Measure .................................................................566 About User Access.................................................................................567 About Users.....................................................................................567 The Default Admin Superuser.............................................................568 Creating User Accounts for P6 EPPM.....................................................568 Adding Users in Native Authentication Mode...........................................569 Adding Users in LDAP or SSO Authentication Mode....................................570 Configuring User Access....................................................................571 Assigning Associated Resources...........................................................572 Assigning Global Security Profiles ........................................................572 Assigning Module Access ...................................................................573 Assigning OBS Elements to Users .........................................................573 Assigning Resource Access.................................................................574 Assigning User Interface Views ...........................................................575 Changing Passwords.........................................................................575 Changing User Passwords ..................................................................575 Counting Users...............................................................................576 Deactivating User Accounts ...............................................................576
P6 Help 22 Deleting User Accounts ....................................................................577 About the OBS..................................................................................577 Creating an OBS .............................................................................577 Assigning Users to an OBS..................................................................578 About Security Profiles........................................................................579 Working with Security Profiles............................................................580 Creating Global Security Profiles.........................................................581 Creating Project Security Profiles........................................................582 About User Interface Views......................................................................583 Working with User Interface Views..........................................................583 Creating User Interface Views ...............................................................584 Configuring User Interface Views............................................................586 About User Sessions...............................................................................587 Resetting User Sessions .......................................................................587 About Publication Services and Reporting.....................................................588 Working with Publication Services for Reporting..........................................589 Publishing P6 Data for Reports ...........................................................592 Defining Publication Periods ..............................................................592 Enabling Automatic Publishing of P6 Project Data for Reports .....................593 Enabling Automatic Publishing of P6 Global Data for Reports ......................595 Configuring Publication Service Settings for Projects ................................595 Manually Publishing P6 Project Data for Reports......................................596 Manually Publishing P6 Global Data for Reports .......................................597 CSH .................................................................................................... 598 Access Tab of the Create Filter Dialog Box of the Assignments Page......................598 Access Tab of the Create or Modify Filter Dialog Box........................................598 Access Tab of the Customize Activity View Dialog Box ......................................599 Access Tab of the Customize Dashboard Page ................................................599 Access Tab of the Customize EPS View Dialog Box ...........................................600 Access Tab of the Customize Resources Assignments View Dialog Box of the Assignments Page .......................................................................................................600 Access Tab of the Issue Forms Page ............................................................601 Action Required Tab of the Document Reviews Portlet of the Dashboards Page ........602 Action Required Tab of the Workflows Portlet of the Dashboards Page ..................603 Activities Detail Window of the Project Security Profiles Page ............................606 Activities Detail Window of the Risks Page....................................................607 Activities Page.....................................................................................611 Activities Portlet of the Workgroup Workspace Page ........................................613 Activities Work Area of the Timesheet Approval Page.......................................614 Activity Calendar Format of the Activities Page..............................................617 Activity Codes - EPS Page ........................................................................619 Activity Codes - Global Page.....................................................................620 Activity Codes - Project Page ...................................................................621
Contents 23 Activity Codes Details Page of the Activity Form Page ......................................622 Activity Codes Page ...............................................................................622 Activity Details Dialog Box .......................................................................623 Activity Details Dialog Box of the Resource Staffing Dialog Box............................624 Activity Details of the Resources Dialog Box ..................................................625 Activity Editing Tab of the User Interface View Details Page...............................626 Activity Form Page................................................................................626 Activity Gantt Chart Format of the Activities Page ..........................................628 Activity List for WBS Dialog Box.................................................................630 Activity Network Format of the Activities Page ..............................................631 Activity Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box632 Activity Table Format of the Activities Page..................................................634 Activity UDFs Page ................................................................................636 Add Activity Expenses Page of the Activity Form Page ......................................636 Add Folder Dialog Box ............................................................................637 Add Issue Page.....................................................................................638 Add Location Dialog Box of the Locations Page...............................................640 Add or Edit Service Dialog Box of the Project Scheduled Services Page ..................642 Add Steps Page of the Activity Form Page.....................................................643 Add User Dialog Box...............................................................................644 Add Users from LDAP Dialog Box of the Users Page ..........................................645 Administration Detail Window of the Global Security Profiles Page.......................647 Administration Page ..............................................................................648 Advanced Tab of the Add Project Dialog Box .................................................648 Advanced Tab of the Add Project Template Dialog Box.....................................650 Advanced Tab of the Scheduling Options Dialog Box.........................................652 Analysis Page.......................................................................................653 Analytics Page of the Project Preferences Dialog Box.......................................654 Application Settings Pane ........................................................................654 Apply Actuals Dialog Box of the Activities Page ..............................................655 Approve Document Review Dialog Box .........................................................656 Assign by Search Dialog Box of the Planning Page............................................657 Assign Project Manager Delegate Dialog Box of the Timesheet Approval Page ..........659 Assign Resource Manager Delegate Dialog Box of the Timesheet Approval Page ........660 Assignment UDFs Page............................................................................660 Assignments Detail Window of the Activities Page ...........................................661 Assignments Page .................................................................................663 Bars Tab of the Customize Activity View or Gantt Chart Options Dialog Box ............664 Bars Tab of the Customize EPS View or Gantt Chart Options Dialog Box .................666 Bars Tab of the Customize Resource Assignments View or Gantt Chart Options Dialog Box of the Assignments Page.............................................................................667 Baseline Types Page ..............................................................................669
P6 Help 24 Baselines Dialog Box ..............................................................................669 BEI - Activities with No Project Baseline Finish Date Section of the Schedule Check Report Dialog Box ..........................................................................................670 Calculations Page of the Project Preferences Dialog Box ...................................671 Calendar Tab of the Global Calendars Page...................................................673 Calendar Tab of the Project Calendars Page..................................................674 Calendar Tab of the Resource Calendars Page................................................676 Calendar Tab of the View Calendar Dialog Box ...............................................677 Cause Detail Window of the Risks Page ........................................................679 Change Password Dialog Box of the Users Page...............................................680 Chart Tab of the Customize Project Issues Dialog Box.......................................680 Check Schedule Dialog Box ......................................................................683 Check Summary Section of the Schedule Check Report Dialog Box........................685 Codes Detail Window of the Activities Page...................................................686 Codes Detail Window of the EPS Page..........................................................687 Codes Detail Window of the Global Security Profiles Page .................................687 Codes Detail Window of the Project Security Profiles Page ................................690 Codes Detail Window of the Resources Tab of the Administration Page ..................691 Codes Section of the Activity Form Page ......................................................692 Columns Tab of the Customize Cost Worksheet Dialog Box .................................693 Columns Tab of the Customize Project Issues Dialog Box ...................................694 Columns Tab of the Customize Project Statistics Dialog Box ...............................695 Columns Tab of the Customize Risks Portlet Dialog Box.....................................695 Columns Tab of the Customize Scorecards Dialog Box of the Portfolio Views Section of the Customize Dashboard Page ......................................................................697 Columns Tab of the Customize Spreadsheet Dialog Box of the Planning Page ...........698 Common Screen Elements for Customizing Columns or Values.............................699 Communication Center Portlet of the Dashboards and Workspace Page..................699 Content Tab of the Customize Dashboard Page ..............................................700 Content Tab of the Customize Workgroup Workspace Page ................................701 Content Tab of the User Interface View Details Page .......................................702 Content Tab of the Workspace Details Page ..................................................707 Contract Documents Portlet of the Workspace Page ........................................708 Contract Issues Portlet of the Workspace Page...............................................708 Contract Management Page of the Project Preferences Dialog Box .......................709 Contract Management Section of the Content Tab of the Customize Dashboard Page .709 Contract Management Section of the Content Tab of the Customize Workspace Page .710 Contract Reports Portlet of the Workspace Page.............................................711 Copy Project Options Dialog Box................................................................712 Cost Accounts Page ...............................................................................714 Cost Worksheet Portlet of the Dashboards or Workspace Page ............................715 Count Dialog Box of the Users Page ............................................................715
Contents 25 Create Filter Dialog Box of the Assignments Page............................................716 Create or Modify Filter Dialog Box of the Activities Page ...................................717 Create Portfolio Page.............................................................................717 Create Portfolio View/Portfolio View Details Page ..........................................719 Critical Activities Behind Schedule Portlet of the Workspace Page .......................722 Currencies Page ...................................................................................723 Currency Section of Global Tab of the My Preferences Page ...............................725 Current Bar Options Dialog Box .................................................................725 Curve Definition Detail Window of the Resource Curves Page..............................727 Custom Field Mapping Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box ..........................................................................................727 Custom Portlet of the Dashboards or Workspace Page ......................................728 Custom Portlet Section of the Content Tab of the Workspace Page.......................729 Custom Portlets Section of the Content Tab of the Customize Dashboard Page.........731 Customize Activity List for WBS Dialog Box ...................................................732 Customize Activity Network Dialog Box or Activity Network Tab of the Activities Page732 Customize Activity View Dialog Box ............................................................734 Customize Capacity Planning Chart Tab .......................................................735 Customize Capacity Planning Columns Tab....................................................736 Customize Capacity Planning Dialog Box.......................................................737 Customize Capacity Planning Grouping Tab...................................................738 Customize Capacity Planning Waterline Tab ..................................................739 Customize Chart Dialog Box of the Resource Analysis Chart Portlet.......................740 Customize Chart Dialog Box of the Resource Analysis Tab of the Analysis Page .........741 Customize Columns Dialog Box of the Assignments Detail Window ........................742 Customize Columns Dialog Box or Columns Tab of the Activities Page....................743 Customize Columns Dialog Box or Columns Tab of the Assignments Page ................744 Customize Columns Dialog Box or Columns Tab of the EPS Page...........................745 Customize Cost Worksheet Dialog Box .........................................................746 Customize Dashboard Page ......................................................................747 Customize Detail Windows Dialog Box of the Activities Page...............................748 Customize Detail Windows Dialog Box of the EPS Page......................................748 Customize Dialog Box of the Portfolio View Portlet..........................................749 Customize Dialog Box of the Team Usage Page...............................................751 Customize EPS View Dialog Box .................................................................753 Customize Filters Dialog Box or Filters Tab of the Activities Page.........................754 Customize Filters Dialog Box or Filters Tab of the Assignments Page .....................755 Customize Filters Dialog Box or Filters Tab of the EPS Page................................756 Customize Gantt Chart Options Dialog Box of the Activities Page .........................757 Customize Gantt Chart Options Dialog Box of the Assignments Page......................757 Customize Gantt Chart Options Dialog Box of the EPS Page ................................758 Customize Groupings Dialog Box or Grouping Tab of the Activities Page .................758
P6 Help 26 Customize Groupings Dialog Box or Grouping Tab of the Assignments Page..............760 Customize Groupings Dialog Box or Grouping Tab of the EPS Page ........................762 Customize Project Issues Dialog Box ...........................................................764 Customize Project Score Dialog Box of the Project Score Section of the Global Tab of the My Preferences Page..................................................................................765 Customize Project Statistics Dialog Box .......................................................766 Customize Resource Assignments View Dialog Box of the Assignments Page.............766 Customize Risks Dialog Box ......................................................................767 Customize Scorecard Columns Tab .............................................................768 Customize Scorecard Dialog Box ................................................................769 Customize Scorecard Dialog Box of the Portfolio Views Section of the Customize Dashboard Page.................................................................................................769 Customize Scorecard Group Tab ................................................................770 Customize Scorecard Waterline Tab............................................................771 Customize Spreadsheet Dialog Box of the Planning Page....................................773 Customize Spreadsheet or Histogram Dialog Box of the Analysis Page....................773 Customize Toolbar Items Dialog Box ...........................................................775 Customize Toolbar Items Dialog Box of the Assignments Page .............................775 Customize Usage Options or Usage Tab of the Assignments Page..........................776 Dashboards Page ..................................................................................778 Data Limits Page ..................................................................................779 Date Format Section of the Global Tab of the My Preferences Page ......................780 Day View Detail Window of the Calendar View of the Activities Page ....................781 Defaults Page of the Project Preferences Dialog Box........................................782 Definition Tab of the Create Filter Dialog Box of the Assignments Page..................785 Definition Tab of the Create or Modify Filter Dialog Box....................................787 Description Detail Window of the Cost Accounts Page ......................................789 Description Detail Window of the EPS Page ...................................................790 Description Detail Window of the Funding Sources Page....................................790 Description Detail Window of the OBS Page...................................................791 Description Detail Window of the Reports Page ..............................................791 Description Detail Window of the Risk Scoring Matrices Page ..............................792 Description Detail Window of the Risks Page .................................................792 Description Detail Window of the Roles Tab of the Administration Page .................793 Description Tab of the Document Details Page (with content repository)................793 Description Tab of the Documents Details Page or Dialog Box (without content repository) .......................................................................................................794 Document Categories Page ......................................................................795 Document Details Dialog Box ....................................................................796 Document Details Section of the Documents Page (with content repository)............797 Document Review Details Dialog Box...........................................................798 Document Reviews Portlet of the Dashboards Page..........................................799
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Primavera help 2012
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Primavera help 2012

  • 2. 2 Oracle Primavera P6 Help for Print First Half Copyright © 1997, 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. The platform-specific hardware and software requirements included in this document were current when this document was published. However, because new platforms and operating system software versions might be certified after this document is published, review the certification matrix on the My Oracle Support Web site for the most up-to-date list of certified hardware platforms and operating system versions. The My Oracle Support Web site is available at the following URL: http://support.oracle.com/ If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software -- Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Copyright
  • 3. Copyright 3 The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. To view the list of third party technology disclosures related to this product, please see the Commercial Notices and Disclosures document for the release.
  • 4.
  • 5. 5 Contents Copyright ................................................................................................ 2 Preface ................................................................................................. 41 Where to Get Documentation .................................................................... 41 Where To Get Training ............................................................................ 44 Where to Get Support ............................................................................. 44 Documentation Accessibility...................................................................... 45 Introduction............................................................................................ 47 About Oracle Primavera P6 Enterprise Project Portfolio Management..................... 47 Working with the Oracle Primavera P6 EPPM Suite ........................................... 48 About P6 ......................................................................................... 51 About P6 Team Member Applications........................................................ 52 About P6 Progress Reporter ................................................................... 53 About Oracle Universal Content Management .............................................. 54 About P6 Professional .......................................................................... 54 About Oracle BI Publisher and the OBIEE Platform ........................................ 55 About P6 Reporting Database ................................................................. 55 About P6 Analytics.............................................................................. 55 About the Oracle Business Process Management Suite .................................... 57 About the P6 Integration API.................................................................. 57 About P6 EPPM Web Services ................................................................. 58 What's New in P6 EPPM............................................................................ 58 P6 Overview ........................................................................................... 59 Working with P6 .................................................................................... 59 Customizing the P6 User Experience ............................................................ 61 About Industry-Specific Field Names......................................................... 62 About the User Interface.......................................................................... 63 Working with the P6 User Interface.......................................................... 63 About Screen Controls....................................................................... 65 Working with the Main Menus.............................................................. 66 About the Most Recently Used List........................................................ 67 Working with Tables ......................................................................... 68 About Columns (Fields)...................................................................... 69 Showing or Hiding Columns in a Table ................................................... 69 Selecting Items from a List of Available Items.......................................... 70 Working with Toolbars ...................................................................... 71 Customizing Toolbars........................................................................ 72 Working with "Select a Value" Dialog Boxes ............................................. 72 Selecting Values from "Select a Value" Dialog Boxes .................................. 74 Working with Data in P6 .................................................................... 75 Working with Detail Windows.............................................................. 76
  • 6. P6 Help 6 About Portlets ................................................................................ 78 About Data Entry Controls.................................................................. 78 About Security ...................................................................................... 78 Printing Pages Using P6 Printing Tools .......................................................... 79 Printing Pages Using Your Web Browser ........................................................ 80 About E-Mail Notifications ........................................................................ 80 Working with E-Mail Notifications ............................................................ 81 Sending Activity Views by E-Mail .......................................................... 82 Sending E-Mail about Documents.......................................................... 82 Sending E-Mail about Issues ................................................................ 83 Sending E-Mail about Milestones .......................................................... 83 Sending E-Mail about Timesheets to Resources......................................... 84 Sending E-Mail Notifications about Resource Assignments ........................... 84 Sending E-Mail to a Project Manager ..................................................... 85 Sending E-Mail to Activity Resources ..................................................... 86 Sending E-Mail to Project Resources...................................................... 86 Sending E-Mail to Resource Teams........................................................ 87 Updating the Progress of Activities Using E-mail....................................... 88 About Grouping and Sorting ...................................................................... 88 Working with Group and Sort Features ...................................................... 89 Grouping and Sorting Information ............................................................ 90 About Find, Search, and Filter Features ........................................................ 91 Working with Find, Search, and Filter Features............................................ 91 Finding Entries................................................................................ 92 Searching for Entries ........................................................................ 92 About Filters .................................................................................. 93 Working with Filters ......................................................................... 93 Filtering Data ................................................................................. 95 Pages Supporting Filters .................................................................... 96 Creating, Modifying, Saving, and Deleting Data ............................................... 97 Cutting, Copying, and Pasting Data .......................................................... 97 About Removing and Deleting Data .......................................................... 98 Deleting Entries .............................................................................. 99 Undoing Mistakes ............................................................................... 99 About Metrics and Calculations .................................................................100 Using Visual Indicators ........................................................................100 About Importing and Exporting Data ...........................................................101 About Importing and Exporting Projects ...................................................102 About P6 Help......................................................................................102 Viewing Help Content .........................................................................102 Working with P6 Help Topics.................................................................104 About Timesheets .................................................................................106 Working with Timesheets.....................................................................106 Approving or Rejecting Timesheets .........................................................107 Sending E-Mail about Timesheets to Resources ...........................................108 Assigning a Project Manager Delegate for Timesheets ...................................109
  • 7. Contents 7 Assigning a Resource Manager Delegate for Timesheets .................................110 Dashboards and Workspaces...................................................................... 113 About Dashboards, Workspaces, and Workgroups ............................................113 About Dashboards .................................................................................113 Working with Dashboards.....................................................................114 Creating Dashboards...........................................................................117 Customizing Dashboards ......................................................................117 Configuring Dashboard Content ..........................................................118 Configuring Dashboard Access ............................................................118 Configuring Dashboard Filters ............................................................119 Configuring Dashboard Layout ............................................................119 Showing and Hiding Dashboards ..........................................................120 Working with Workflows in P6 ...............................................................120 About Project Workspaces .......................................................................123 Working with Project Workspaces...........................................................124 Customizing Project Workspace .............................................................124 Configuring Workspace Content ..........................................................124 Configuring Workspace Layout............................................................125 Sending E-Mail to Project Resources........................................................126 About Project Performance Metrics.........................................................127 Assessing Project Performance ...........................................................127 Assessing Project Health...................................................................127 Customizing Project Statistics ............................................................128 Identifying Critical Activities Behind Schedule ........................................129 About Performance Thresholds ...........................................................129 Working with Performance Thresholds ..................................................130 About Milestones ............................................................................130 Sending E-Mail about Milestones .........................................................131 About Cost Performance Index (CPI) ....................................................131 About Schedule Performance Index (SPI) ...............................................132 About To-Complete Performance Index (TCPI) ........................................132 About Contract Management.................................................................132 Working with Contract Management.....................................................133 Opening the Contract Management Control Center...................................133 Linking P6 and Contract Management Projects........................................134 Linking P6/P6 Professional and Contract Management Applications...............135 About Project Workgroups .......................................................................135 Working with Workgroups ....................................................................135 Assigning Documents to Projects .........................................................135 Creating Workgroups .......................................................................136 Customizing Workgroups...................................................................137 Assigning Workgroup Activities ...........................................................138 Creating Workgroup Issues ................................................................138 Sending E-Mail to Activity Resources ....................................................139 About Portlets .....................................................................................140 Working with Portlets .........................................................................140 List of Portlets...............................................................................143 Customizing Portlets........................................................................145
  • 8. P6 Help 8 Customizing the My Risks Portlet.........................................................145 Customizing the Resource Analysis Chart Portlet .....................................145 Customizing the Open Requests for Resources Portlet ...............................146 Customizing Portfolio View Portlets .....................................................146 Customizing Scorecard Portfolio View Portlets ........................................147 Analyzing Resource Team Usage in the Resource Team Summary Portlet ........147 Creating Portfolio View Portlets..........................................................148 Document Review and Workflow Portlets ..............................................148 Participating in Document Reviews ......................................................149 Terminating Document Reviews ..........................................................149 About Workflows ............................................................................150 Working with Workflows in P6 ............................................................150 Participating in Workflows ................................................................153 Linking the Cost Worksheet to Contract Management................................154 Opening Projects from Dashboard Portlets.............................................155 Sending E-Mail to Resource Teams.......................................................155 Sending E-Mail Notifications about Resource Assignments ..........................156 Creating Custom Portlets ..................................................................156 Portfolios ............................................................................................. 159 About Portfolios ...................................................................................159 Working with Portfolios ..........................................................................159 Opening Portfolios .............................................................................160 Creating Portfolios.............................................................................160 Creating Projects While Working with Portfolios .........................................161 Creating Projects in a Portfolio View Scorecard Portlet .................................161 Creating Projects on the Portfolio Analysis Page .........................................162 Assigning Projects to a Portfolio.............................................................163 Defining Performance Thresholds ...........................................................163 Portfolio Views ....................................................................................165 About Portfolio Views .........................................................................165 Working with Portfolio Views ................................................................165 Creating Portfolio Views ...................................................................166 Working with Portfolio View Scorecards....................................................167 Working with Portfolio View Bubble Charts................................................169 Working with Portfolio View Pie Charts ....................................................171 Working with Portfolio View Histograms ...................................................173 Portfolio Scenarios ................................................................................175 About Portfolio Scenarios.....................................................................175 About What-if Analysis ........................................................................175 Working with Portfolio Scenarios............................................................176 Creating Portfolio Scenarios ..............................................................176 Sending E-Mail About Scenarios...........................................................176 Capacity Planning .................................................................................177 About Capacity Planning......................................................................177 Working with the Capacity Planning Page..................................................177
  • 9. Contents 9 Analyzing Role Allocation (Capacity Planning).........................................179 Projects............................................................................................... 181 About Projects.....................................................................................181 Working with Projects.........................................................................181 Creating Projects ..............................................................................182 Assigning Locations to Projects..............................................................182 Opening Projects or Templates..............................................................183 Opening Dependent Projects.................................................................184 Importing and Exporting Projects ...........................................................185 Working with Primavera XML Project Import...........................................185 Working with Primavera XML Project Export...........................................187 Working with Microsoft Project Import .................................................189 Working with Microsoft Project Export..................................................191 About Opening a Project Exclusively........................................................192 Opening Projects Exclusively..............................................................192 Removing the Exclusive Lock on Projects...............................................193 Working with Oracle ERP, Fusion PPM Bridge, and Other Integrated Solutions.......195 Sending Project Data to an ERP System.................................................196 Sending Project Data to Fusion...........................................................197 About Project Templates ........................................................................198 Working with Project Templates ............................................................198 Creating Project Templates..................................................................199 The EPS .............................................................................................200 About the Enterprise Project Structure (EPS) .............................................200 Working with the EPS.......................................................................200 Creating EPS Elements .....................................................................202 Configuring the EPS.........................................................................203 Opening Projects or Templates in the EPS .............................................203 About Projects .................................................................................204 Creating Projects............................................................................204 Creating Projects from Existing Projects or Templates ..............................205 Deleting Projects or EPS Elements .......................................................205 Customizing Detail Windows ..............................................................206 Configuring Project Preferences .........................................................207 Configuring History Settings for P6 Analytics ..........................................207 Configuring Project Calculations .........................................................207 Linking P6 and Contract Management Projects ........................................208 Configuring Project Defaults ..............................................................208 Configuring General Project Preferences...............................................209 Configuring P6 Progress Reporter ........................................................209 Configuring Project Summarization and Publication Services.......................210 Configuring P6 Team Member Status Update Reviews................................210 Configuring P6 Team Member Application View Preferences .......................211 Opening Projects or Templates...........................................................213 About Gantt Charts ............................................................................214 Working with the Activity Gantt Chart ..................................................214
  • 10. P6 Help 10 Configuring Gantt Charts ..................................................................215 About Baselines ................................................................................216 Working with Baselines.....................................................................216 Creating Baselines ..........................................................................218 About Summary Data ..........................................................................219 Working with the Summarizer Service ..................................................220 Summarizing Projects ......................................................................220 About Importing and Exporting Projects ...................................................221 Importing and Exporting Projects ........................................................222 Exporting Projects using Microsoft Project XML .......................................222 Configuring Microsoft Project Templates ...............................................222 Exporting Projects using Primavera XML Format ......................................223 Importing Projects using Microsoft Project XML .......................................223 Importing Projects using Primavera XML Format ......................................224 Exporting Projects to Excel ...............................................................225 About Budgets..................................................................................225 Working with Budgets ......................................................................226 Establishing Budgets ........................................................................228 Creating Budget Change Requests .......................................................228 Approving or Denying Budget Change Requests .......................................229 About Spending and Benefit Plans .......................................................230 Working with Spending and Benefit Plans ..............................................231 Configuring Spending and Benefit Plans ................................................233 About Return on Investment (ROI) .......................................................233 About Project Views...........................................................................234 Configuring EPS Views......................................................................234 Configuring EPS View Columns............................................................234 Configuring EPS View Grouping ...........................................................235 Configuring EPS View Filters ..............................................................236 Applying Filters..............................................................................236 Creating Filters ..............................................................................237 Configuring Filters ..........................................................................238 Configuring EPS View Gantt Chart Bars .................................................239 Configuring EPS View Gantt Chart .......................................................240 Configuring EPS View Access ..............................................................240 About Columns (Fields) ....................................................................240 About Grouping and Sorting ...............................................................241 About Filters .................................................................................241 About Funding Sources........................................................................241 Working with Funding Sources ............................................................241 Assigning Project Funding Sources .......................................................244 About Gantt Charts ............................................................................244 Configuring Gantt Charts ..................................................................244 About Bars....................................................................................245 About Project Codes ..........................................................................246 Assigning Project Codes....................................................................247 About P6 Progress Reporter ..................................................................247 About Contract Management.................................................................248
  • 11. Contents 11 Linking P6/P6 Professional and Contract Management Applications...............248 About Notebooks ..................................................................................248 About Notebook Topics .......................................................................249 Working with Notebooks ......................................................................249 Assigning Notebook Topics ...................................................................249 Activities ...........................................................................................250 About Activities ................................................................................250 Working with Activities ....................................................................250 Creating Activities ..........................................................................251 Configuring General Activity Information...............................................252 Assigning Locations to Activities .........................................................253 Recalculating Assignment Costs ..........................................................254 Sending Project Data to an ERP System.................................................254 Customizing Detail Windows ..............................................................255 About Activity Types........................................................................256 About WBS Summary Activities ...........................................................256 About Suspending and Resuming Activities.............................................257 About the Activity Table...................................................................257 About Activity Networks ...................................................................257 Working with the Activity Network ......................................................258 About Calendar View .......................................................................259 Working with the Activity Calendar......................................................260 About Activity Views ..........................................................................261 Working with Activity Views ..............................................................261 Creating Activity or EPS Views............................................................262 Configuring Activity Views.................................................................262 Configuring Activity View Columns.......................................................263 Configuring Activity View Grouping......................................................264 Configuring Activity View Filters .........................................................265 Applying Filters..............................................................................266 Creating Filters ..............................................................................266 Configuring Filters ..........................................................................267 Configuring Activity View Gantt Chart Bars ............................................268 Configuring Activity View Gantt Chart ..................................................269 Configuring Activity Network .............................................................270 Configuring Activity View Access.........................................................270 Sending Activity Views by E-Mail .........................................................271 About Columns (Fields) ....................................................................271 About Filters .................................................................................272 About Grouping and Sorting ...............................................................272 About Activity Codes ..........................................................................272 Creating Activity Code Values for Activities ...........................................272 Assigning Activity Code Values to Activities............................................273 About Gantt Charts ............................................................................274 Working with the Activity Gantt Chart ..................................................274 Configuring Gantt Charts ..................................................................274 About Progress Spotlight...................................................................275 About Bars....................................................................................276
  • 12. P6 Help 12 About Work Breakdown Structures (WBS) ..................................................277 Working with WBS Elements ..............................................................277 About Siblings and Children ...............................................................279 Creating a WBS ..............................................................................279 Creating a WBS from a Template.........................................................280 Configuring General WBS Information ...................................................280 Defining Earned Value Calculations for WBS Elements ...............................281 Working with WBS Milestones .............................................................282 Working with WBS Categories.............................................................283 About Baselines ................................................................................284 Working with Baselines.....................................................................285 Creating Baselines ..........................................................................287 About Scheduling Projects....................................................................288 Scheduling Projects.........................................................................288 Configuring General Scheduling Options ................................................289 Configuring Advanced Scheduling Options..............................................289 About Float .....................................................................................290 About Critical Path Activities ................................................................290 Working with Critical Activities ..........................................................291 Creating Baselines ..........................................................................295 About Schedule Preview ......................................................................296 Enabling Schedule Preview ................................................................296 About Resource Leveling......................................................................297 Configuring Resource Leveling Options and Priorities ................................297 Leveling Project Resources................................................................299 About Activity Progress .......................................................................300 About Updating Progress...................................................................300 Working with Updating Progress in a Browser Running P6 ...........................300 Updating the Progress of Activities Using P6...........................................301 About The Apply Actuals Feature ........................................................301 Working with the Apply Actuals Feature................................................301 Applying Actuals to a Project .............................................................303 Working with Activity Updates by E-mail using E-mail Statusing Service .........304 Supporting E-mail Updates with E-mail Statusing Service ...........................308 Updating the Progress of Activities Using E-mail ......................................309 Updating the Progress of Activities Using P6 Team Member Web ..................310 Updating the Progress of Activities Using the P6 Team Member for iPhone App 310 About P6 Team Member Status Updates....................................................310 Working with P6 Team Member Status Updates .......................................311 Assigning a Status Reviewer to a WBS ...................................................313 Selecting an Activity for Review .........................................................313 Reviewing Team Member Status Updates...............................................314 Sending E-mail to a Team Member About a Status Update ..........................315 Viewing Team Member Status Updates History ........................................315 About the Auto Compute Actuals Feature..................................................316 Working with the Auto-Compute Actuals Feature.....................................316 Applying Auto Compute Actuals to Activities ..........................................317 About Store Period Performance ............................................................318 Storing Period Performance ...............................................................318
  • 13. Contents 13 About Importing and Exporting Data........................................................319 Importing Activities.........................................................................319 Exporting Activities to Excel ..............................................................320 Creating Import Templates for Importing Activities ..................................320 About Relationship Lines .....................................................................322 About Progress Lines ..........................................................................322 About Resources ...............................................................................322 Assigning Resources to an Activity .......................................................322 Assigning a Resource to Multiple Activities.............................................323 Configuring Activity Resources ...........................................................324 Adding Activity Resource Estimates .....................................................324 Requesting Resources for Activities .....................................................325 Specifying Resource Assignment Rates ..................................................325 Assigning Resource Curves to Resource or Role Assignments from the Activities Page .................................................................................................326 Assigning Resources to Unstaffed Activities ............................................326 Searching Resources ........................................................................327 About the Recalculate Assignment Costs Feature.....................................328 Recalculating Assignment Costs ..........................................................329 Configuring Resource Leveling Options and Priorities ................................330 Leveling Project Resources................................................................331 About the Check Resource Overallocation Service....................................332 Working with the Check Resource Overallocation Service...........................333 Checking for and Resolving Overallocated Resources ................................334 About Roles .....................................................................................335 Assigning Roles to an Activity .............................................................336 Assigning a Role to Multiple Activities...................................................336 Configuring Activity Roles .................................................................337 About Activity Owners ........................................................................337 Assigning an Activity Owner to an Activity .............................................337 About Documents ..............................................................................338 Assigning Documents to Activities........................................................338 About Expenses ................................................................................339 Creating Expenses...........................................................................339 Configuring Expenses .......................................................................339 Configuring Auto Compute Actuals for Expenses ......................................340 About Feedback................................................................................340 Adding Feedback ............................................................................341 Adding the New Feedback Column.......................................................341 Acknowledging Feedback ..................................................................342 About Duration Types .........................................................................342 Working with Duration Types .............................................................343 About Constraints..............................................................................343 Working with Activity Constraints........................................................344 About Issues ....................................................................................345 Creating Activity Issues ....................................................................345 Configuring Activity Issues.................................................................346 About Notebooks...............................................................................346 Working with Notebooks ...................................................................346 About Notebook Topics .......................................................................347
  • 14. P6 Help 14 Assigning Notebook Topics ................................................................347 About Relationships ...........................................................................347 Creating Activity Relationships ...........................................................348 Configuring Activity Relationships .......................................................349 Assigning Predecessor Relationships .....................................................349 Configuring Predecessor Relationships ..................................................350 Assigning Successor Relationships ........................................................351 Configuring Successor Relationships .....................................................351 About Risks .....................................................................................352 Working with Project Risks ................................................................352 Assigning a Risk to an Activity ............................................................354 About Steps.....................................................................................355 Working with Activity Steps ...............................................................355 Creating Activity Steps.....................................................................356 Configuring Activity Steps .................................................................356 About Step Templates.........................................................................357 Adding Activity Steps from a Step Template...........................................357 About Trace Logic .............................................................................358 Viewing Relationships with Trace Logic.................................................358 About Budgets..................................................................................359 Creating Budget Change Requests .......................................................359 Approving or Denying Budget Change Requests .......................................360 About Earned Value ...........................................................................361 Configuring WBS Earned Value............................................................361 About Milestones...............................................................................362 Creating WBS Milestones...................................................................362 Team Usage ........................................................................................363 About Team Usage.............................................................................363 Customizing Team Usage ..................................................................363 Assigning Resources to Unstaffed Activities ............................................364 Exporting Team Usage Spreadsheets ....................................................364 Searching Resources ........................................................................365 Sending E-Mail to a Project Manager ....................................................366 Issues................................................................................................367 About Issues ....................................................................................367 Working with Issues.........................................................................367 Creating Project Issues.....................................................................368 Configuring Project Issues .................................................................369 Customizing Project Issues ................................................................369 Assigning Related Items to Issues ........................................................370 Sending E-Mail about Issues ...............................................................371 About Issue Codes .............................................................................371 Assigning Issue Codes.......................................................................372 About Issue Forms .............................................................................372 Creating Issue Forms .......................................................................372 Assigning Projects to Issue Forms ........................................................373 Risks.................................................................................................374 About Risks .....................................................................................374 Risk Enterprise Data...........................................................................374 Working with Risks Enterprise Data......................................................374
  • 15. Contents 15 Configuring Risk Enterprise Data .........................................................375 Risk Thresholds ..............................................................................375 About Risk Thresholds ......................................................................375 Working with Risk Thresholds .............................................................376 Creating Risk Thresholds...................................................................377 Modifying Risk Thresholds .................................................................378 Risk Scoring Matrices .......................................................................379 About Risk Scoring Matrices ...............................................................379 Working with Risk Scoring Matrices ......................................................380 Creating Risk Scoring Matrices............................................................383 Assigning a Risk Scoring Matrix to a Project............................................384 Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane .....384 Assigning a Risk Scoring Matrix to a Project from the EPS Page ....................385 Assigning a Risk Scoring Matrix to a Project from the Portfolios Section .........385 Risk Categories ..............................................................................386 About Risk Categories ......................................................................386 Creating Risk Categories ...................................................................386 Risk UDFs .....................................................................................387 About Risk User Defined Fields ...........................................................387 Creating Risk UDFs ..........................................................................387 Project Risks....................................................................................387 Working with Project Risks ................................................................387 Managing Project Risks.....................................................................389 Creating Project Risks......................................................................389 Adding Detailed Project-Level Risks .....................................................390 Adding Project Risks to Activities ........................................................391 Adding High-Level Project Risks..........................................................392 Assigning a Risk to an Activity ............................................................393 Risk Response Plans.........................................................................393 About Risk Response Plans.................................................................393 Working with Risk Response Plans .......................................................394 Developing a Risk Response Plan .........................................................395 Adding Risk Response Plans ...............................................................395 Adding Risk Response Plan Action Items ................................................396 Assigning Activities to Risk Response Plan Action Items .............................397 Exporting Risk Data .........................................................................397 About Documents..................................................................................398 Working with Documents without the Content Repository ..............................398 Adding Documents to a Project without the Content Repository ..................399 Configuring Document Details without the Content Repository ....................399 Assigning Related Items to Documents without the Content Repository ..........400 Sending E-Mail about Documents without the Content Repository.................400 Working with Documents with a Content Repository .....................................401 About the Document Content Repository...............................................402 Creating Document Templates ...........................................................403 Copying Documents from Existing Templates ..........................................404 Adding Documents to a Project and Storing Them in the Content Repository ...404 Adding Documents to a Project from the Content Repository ......................405
  • 16. P6 Help 16 Configuring Document Details ............................................................406 Assigning Related Items to Documents ..................................................407 Checking Out Documents ..................................................................407 Checking In Documents ....................................................................408 Sending E-Mail about Documents.........................................................409 Assigning Documents to Workgroups.....................................................409 Creating Document Folders ...............................................................410 About Document Reviews..................................................................410 Working With Document Reviews ........................................................411 Reviewing Documents ......................................................................412 Creating Document Reviews ..............................................................413 Participating in Document Reviews ......................................................414 Terminating Document Reviews ..........................................................414 Searching for Documents ..................................................................415 Searching for Documents (Advanced Search) ..........................................415 Searching for Documents (Quick Search) ...............................................416 Viewing Documents .........................................................................417 Downloading Documents ...................................................................417 About Project Scheduled Services ..............................................................418 Creating Project Scheduled Services........................................................418 Configuring Project Scheduled Services ....................................................418 About Publication Services and Reporting.....................................................419 Working with Publication Services for Reporting..........................................420 Publishing P6 Data for Reports ...........................................................423 Defining Publication Periods ..............................................................423 Enabling Automatic Publishing of P6 Project Data for Reports .....................424 Enabling Automatic Publishing of P6 Global Data for Reports ......................426 Configuring Publication Service Settings for Projects ................................426 Manually Publishing P6 Project Data for Reports......................................427 Manually Publishing P6 Global Data for Reports .......................................428 Resources ............................................................................................ 429 Roles ................................................................................................429 About Roles .....................................................................................429 Creating Roles..................................................................................429 Assigning a Resource to a Role...............................................................430 Assigning a Role Team to a Role.............................................................431 Assigning Rates to Roles ......................................................................432 Assigning Work Limits to Roles...............................................................432 Role Teams.........................................................................................433 About Role Teams .............................................................................433 Creating Role Teams ..........................................................................433 Assigning a Role to a Role Team.............................................................433 Resources...........................................................................................434
  • 17. Contents 17 About Resources ...............................................................................434 Adding Resources ..............................................................................434 Assigning a Role to a Resource...............................................................435 Assigning a Resource Team to a Resource .................................................436 Configuring Resource Settings ...............................................................437 Assigning Calendars to Resources ...........................................................437 Assigning Locations to Resources............................................................438 Configuring Timesheet Reporting for Resources ..........................................439 Configuring Resource Settings for Timesheet Reporting .............................439 Assigning Resource Codes.....................................................................440 Assigning Resource Rates .....................................................................441 Creating Import Templates for Importing Resources .....................................441 Importing Resource Data .....................................................................442 Deleting Resources ............................................................................443 Resource Teams ...................................................................................444 About Resource Teams........................................................................444 Creating Resource Teams.....................................................................444 Assigning a Resource to a Resource Team .................................................445 Resource Assignments ............................................................................445 About Resource Assignments.................................................................445 Working with Resource Assignments in the Gantt Chart .................................445 Viewing Resource Assignments in a Gantt Chart ......................................446 Configuring the Resources Assignments Gantt Chart Bars ...........................446 Setting the Resources Detailed Assignments Gantt Chart Timescale ..............447 Modifying Resource Assignment Dates in the Gantt Chart ...........................448 Assigning a Resource to an Activity Assignment...........................................448 Viewing Assignment Unit and Cost Spreads ................................................449 Exporting Resource Assignment Data .......................................................450 Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page ..............................................................................451 Applying the Progress Spotlight to the Resources Assignments View ..................451 Resource Planning.................................................................................452 About Resource Planning .....................................................................452 Customizing the Resource Planning Spreadsheet .........................................453 Assigning Projects or WBS Elements to Resources or Roles..............................454 Assigning Resources or Roles to Projects or WBS Elements..............................455 Modifying Resource or Role Assignment Dates.............................................456 Allocating Units or the Percentage of Available Units to Resources or Roles .........457 Synchronizing Resource Planning Dates ....................................................458 Splitting a Resource or Role Assignment ...................................................459 Categorizing Resource or Role Assignments using Status Codes ........................460 Exporting the Resource Planning Spreadsheet ............................................461 Resource Analysis .................................................................................461 About Resource Analysis ......................................................................461 Analyzing Resource Allocations ..............................................................462 Assigning Resources to Unstaffed Activities ...............................................463 Viewing Role Usage............................................................................464
  • 18. P6 Help 18 Viewing Resource Usage ......................................................................465 Exporting Resource or Role Usage Data ....................................................467 Exporting Resource Data .........................................................................468 Exporting Resource Administration Data ...................................................468 Exporting Resource Assignment Data .......................................................469 Exporting the Resource Planning Spreadsheet ............................................469 Exporting Resource or Role Usage Data ....................................................470 Reports ............................................................................................... 473 About Reports......................................................................................473 Working with Reports .........................................................................474 Scheduling Reports..........................................................................475 Running Reports On-Demand..............................................................476 Exporting a List of Reports ................................................................477 Viewing the Report Run History ..........................................................478 About Publication Services and Reporting.....................................................478 Working with Publication Services for Reporting..........................................479 Publishing P6 Data for Reports ...........................................................482 Defining Publication Periods ..............................................................482 Enabling Automatic Publishing of P6 Project Data for Reports .....................483 Enabling Automatic Publishing of P6 Global Data for Reports ......................485 Configuring Publication Service Settings for Projects ................................485 Manually Publishing P6 Project Data for Reports......................................486 Manually Publishing P6 Global Data for Reports .......................................487 Administration....................................................................................... 489 About Administration .............................................................................489 About My Preferences ............................................................................490 Working with My Preferences ................................................................490 Customizing My Preferences Global Preferences..........................................491 Customizing Global Currency Preferences..............................................491 Customizing Global Date Format Preferences .........................................492 Customizing Global General Preferences ...............................................492 Customizing Global Issues Preferences..................................................493 Customizing Global Performance Threshold Preferences ............................493 Customizing Global Project Score Preferences ........................................493 Customizing Global Resources Preferences ............................................494 Customizing Global Row Number Preferences .........................................494 Customizing Global Time Units Format Preferences..................................495 Sending E-Mail Notifications about Resource Assignments ..........................496 Customizing My Preferences View Preferences............................................496 Changing Your Own Password ................................................................497 About My Calendar ................................................................................498 Configuring My Calendar......................................................................498 Setting Work Hours Per Time Period for My Calendar ................................498 Configuring the Standard Work Week for My Calendar...............................499 Modifying Calendar Days on My Calendar ...............................................499 Importing Events to My Calendar.........................................................499
  • 19. Contents 19 About Application Settings.......................................................................500 Working with Application Settings ..........................................................501 Configuring Data Limits Settings.............................................................502 Configuring Earned Value Settings ..........................................................502 Defining Earned Value Calculations for WBS Elements ...............................503 Configuring General Settings.................................................................503 Configuring ID Lengths Settings..............................................................504 Configuring Summarization Periods .........................................................505 Configuring General Settings.................................................................505 Configuring Timesheets Settings.............................................................506 Configuring Time Periods Settings...........................................................506 About Enterprise Data ............................................................................507 Working with Enterprise Data................................................................508 About Baseline Types..........................................................................509 Creating Baseline Types....................................................................509 About Funding Sources........................................................................510 Creating Funding Sources..................................................................510 About Notebook Topics .......................................................................510 Creating Notebook Topics .................................................................511 About Calendars ...............................................................................511 Working with Calendars....................................................................511 Creating Global Calendars.................................................................512 Configuring Global Calendars .............................................................513 Setting Work Hours Per Time Period for Global Calendars ..........................513 Configuring the Standard Work Week for Global Calendars .........................513 Modifying Calendar Days on Global Calendars .........................................513 Setting the Default Global Calendar.....................................................514 Creating Project Calendars................................................................514 Configuring Project Calendars ............................................................515 Assigning a Base Calendar to a Project Calendar......................................515 Setting Work Hours Per Period for a Project Calendar ...............................516 Configuring the Standard Work Week for Project Calendars ........................516 Modifying Calendar Days on Project Calendars ........................................517 Changing a Project Calendar to a Global Calendar ...................................517 Creating Resource Calendars..............................................................518 Configuring Resource Calendars ..........................................................518 Assigning a Base Calendar to a Resource Calendar....................................519 Assigning a Resource to a Resource Calendar ..........................................519 Setting Work Hours Per Time Period for a Resource Calendar ......................520 Configuring the Standard Work Week for Resource Calendars ......................520 Modifying Calendar Days ...................................................................521 Changing the Calendar Type ..............................................................521 About Locations................................................................................522 Creating Locations ..........................................................................522
  • 20. P6 Help 20 Importing Locations.........................................................................523 Creating Import Templates for Importing Locations..................................523 About Project Codes ..........................................................................524 Creating Project Codes.....................................................................524 Creating Project Code Values.............................................................524 Configuring Project Codes .................................................................525 Configuring Project Code Values .........................................................526 About User Defined Fields ....................................................................526 Working with User Defined Fields ........................................................526 Creating Project UDFs......................................................................527 Defining Formulas for User Defined Fields..............................................528 Defining Indicators for User Defined Fields ............................................528 Defining Statements for User Defined Fields...........................................529 Creating WBS UDFs..........................................................................530 Creating Activity UDFs .....................................................................531 Creating Expense UDFs.....................................................................531 Creating Step UDFs .........................................................................531 Creating Risk UDFs ..........................................................................532 Creating Issue UDFs.........................................................................532 Creating Document UDFs ..................................................................532 Creating Assignment UDFs .................................................................533 Creating Resource UDFs....................................................................533 About Work Breakdown Structures (WBS) ..................................................533 Working with WBS Categories.............................................................534 Creating WBS Categories...................................................................536 About Activity Codes ..........................................................................536 Working with Activity Codes ..............................................................537 Creating Activity Codes ....................................................................538 Creating Activity Code Values ............................................................539 Configuring Activity Code Values.........................................................540 About Cost Accounts ..........................................................................541 Creating Cost Accounts ....................................................................541 About Expenses ................................................................................542 Creating Expense Categories..............................................................542 About Step Templates.........................................................................543 Creating Step Templates ..................................................................543 Configuring Step Templates...............................................................543 About Risks .....................................................................................544 Working with Risks Enterprise Data......................................................544 Configuring Risk Enterprise Data .........................................................545 About Risk Scoring Matrices ...............................................................545 Working with Risk Scoring Matrices ......................................................546 Creating Risk Scoring Matrices............................................................549 Assigning a Risk Scoring Matrix to a Project............................................550 Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane .....550 Assigning a Risk Scoring Matrix to a Project from the EPS Page ....................551 Assigning a Risk Scoring Matrix to a Project from the Portfolios Section .........551 About Risk Thresholds ......................................................................552 Working with Risk Thresholds .............................................................552
  • 21. Contents 21 Creating Risk Thresholds...................................................................554 Modifying Risk Thresholds .................................................................555 About Risk Categories ......................................................................556 Creating Risk Categories ...................................................................556 About Issues ....................................................................................556 Creating Issue Codes........................................................................557 Creating Issue Code Values................................................................557 About Document Categories and Statuses..................................................558 Creating Document Categories ...........................................................558 Creating Document Statuses ..............................................................558 About Currencies...............................................................................559 Adding a Currency ..........................................................................559 Defining a Base Currency ..................................................................560 About Financial Periods.......................................................................560 Creating Financial Periods.................................................................560 Creating a Financial Period Batch........................................................561 About Overhead Codes........................................................................562 Creating Overhead Codes..................................................................562 About Timesheet Periods .....................................................................563 Creating Timesheet Periods ...............................................................563 About Resource and Role Rate Types .......................................................563 Configuring Resource and Role Rate Types.............................................564 About Resource Codes ........................................................................564 Creating Resource Codes ..................................................................564 Creating Resource Code Values...........................................................565 About Resource Curves........................................................................565 Defining Resource Curves..................................................................565 About Units of Measure .......................................................................566 Creating Units of Measure .................................................................566 About User Access.................................................................................567 About Users.....................................................................................567 The Default Admin Superuser.............................................................568 Creating User Accounts for P6 EPPM.....................................................568 Adding Users in Native Authentication Mode...........................................569 Adding Users in LDAP or SSO Authentication Mode....................................570 Configuring User Access....................................................................571 Assigning Associated Resources...........................................................572 Assigning Global Security Profiles ........................................................572 Assigning Module Access ...................................................................573 Assigning OBS Elements to Users .........................................................573 Assigning Resource Access.................................................................574 Assigning User Interface Views ...........................................................575 Changing Passwords.........................................................................575 Changing User Passwords ..................................................................575 Counting Users...............................................................................576 Deactivating User Accounts ...............................................................576
  • 22. P6 Help 22 Deleting User Accounts ....................................................................577 About the OBS..................................................................................577 Creating an OBS .............................................................................577 Assigning Users to an OBS..................................................................578 About Security Profiles........................................................................579 Working with Security Profiles............................................................580 Creating Global Security Profiles.........................................................581 Creating Project Security Profiles........................................................582 About User Interface Views......................................................................583 Working with User Interface Views..........................................................583 Creating User Interface Views ...............................................................584 Configuring User Interface Views............................................................586 About User Sessions...............................................................................587 Resetting User Sessions .......................................................................587 About Publication Services and Reporting.....................................................588 Working with Publication Services for Reporting..........................................589 Publishing P6 Data for Reports ...........................................................592 Defining Publication Periods ..............................................................592 Enabling Automatic Publishing of P6 Project Data for Reports .....................593 Enabling Automatic Publishing of P6 Global Data for Reports ......................595 Configuring Publication Service Settings for Projects ................................595 Manually Publishing P6 Project Data for Reports......................................596 Manually Publishing P6 Global Data for Reports .......................................597 CSH .................................................................................................... 598 Access Tab of the Create Filter Dialog Box of the Assignments Page......................598 Access Tab of the Create or Modify Filter Dialog Box........................................598 Access Tab of the Customize Activity View Dialog Box ......................................599 Access Tab of the Customize Dashboard Page ................................................599 Access Tab of the Customize EPS View Dialog Box ...........................................600 Access Tab of the Customize Resources Assignments View Dialog Box of the Assignments Page .......................................................................................................600 Access Tab of the Issue Forms Page ............................................................601 Action Required Tab of the Document Reviews Portlet of the Dashboards Page ........602 Action Required Tab of the Workflows Portlet of the Dashboards Page ..................603 Activities Detail Window of the Project Security Profiles Page ............................606 Activities Detail Window of the Risks Page....................................................607 Activities Page.....................................................................................611 Activities Portlet of the Workgroup Workspace Page ........................................613 Activities Work Area of the Timesheet Approval Page.......................................614 Activity Calendar Format of the Activities Page..............................................617 Activity Codes - EPS Page ........................................................................619 Activity Codes - Global Page.....................................................................620 Activity Codes - Project Page ...................................................................621
  • 23. Contents 23 Activity Codes Details Page of the Activity Form Page ......................................622 Activity Codes Page ...............................................................................622 Activity Details Dialog Box .......................................................................623 Activity Details Dialog Box of the Resource Staffing Dialog Box............................624 Activity Details of the Resources Dialog Box ..................................................625 Activity Editing Tab of the User Interface View Details Page...............................626 Activity Form Page................................................................................626 Activity Gantt Chart Format of the Activities Page ..........................................628 Activity List for WBS Dialog Box.................................................................630 Activity Network Format of the Activities Page ..............................................631 Activity Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box632 Activity Table Format of the Activities Page..................................................634 Activity UDFs Page ................................................................................636 Add Activity Expenses Page of the Activity Form Page ......................................636 Add Folder Dialog Box ............................................................................637 Add Issue Page.....................................................................................638 Add Location Dialog Box of the Locations Page...............................................640 Add or Edit Service Dialog Box of the Project Scheduled Services Page ..................642 Add Steps Page of the Activity Form Page.....................................................643 Add User Dialog Box...............................................................................644 Add Users from LDAP Dialog Box of the Users Page ..........................................645 Administration Detail Window of the Global Security Profiles Page.......................647 Administration Page ..............................................................................648 Advanced Tab of the Add Project Dialog Box .................................................648 Advanced Tab of the Add Project Template Dialog Box.....................................650 Advanced Tab of the Scheduling Options Dialog Box.........................................652 Analysis Page.......................................................................................653 Analytics Page of the Project Preferences Dialog Box.......................................654 Application Settings Pane ........................................................................654 Apply Actuals Dialog Box of the Activities Page ..............................................655 Approve Document Review Dialog Box .........................................................656 Assign by Search Dialog Box of the Planning Page............................................657 Assign Project Manager Delegate Dialog Box of the Timesheet Approval Page ..........659 Assign Resource Manager Delegate Dialog Box of the Timesheet Approval Page ........660 Assignment UDFs Page............................................................................660 Assignments Detail Window of the Activities Page ...........................................661 Assignments Page .................................................................................663 Bars Tab of the Customize Activity View or Gantt Chart Options Dialog Box ............664 Bars Tab of the Customize EPS View or Gantt Chart Options Dialog Box .................666 Bars Tab of the Customize Resource Assignments View or Gantt Chart Options Dialog Box of the Assignments Page.............................................................................667 Baseline Types Page ..............................................................................669
  • 24. P6 Help 24 Baselines Dialog Box ..............................................................................669 BEI - Activities with No Project Baseline Finish Date Section of the Schedule Check Report Dialog Box ..........................................................................................670 Calculations Page of the Project Preferences Dialog Box ...................................671 Calendar Tab of the Global Calendars Page...................................................673 Calendar Tab of the Project Calendars Page..................................................674 Calendar Tab of the Resource Calendars Page................................................676 Calendar Tab of the View Calendar Dialog Box ...............................................677 Cause Detail Window of the Risks Page ........................................................679 Change Password Dialog Box of the Users Page...............................................680 Chart Tab of the Customize Project Issues Dialog Box.......................................680 Check Schedule Dialog Box ......................................................................683 Check Summary Section of the Schedule Check Report Dialog Box........................685 Codes Detail Window of the Activities Page...................................................686 Codes Detail Window of the EPS Page..........................................................687 Codes Detail Window of the Global Security Profiles Page .................................687 Codes Detail Window of the Project Security Profiles Page ................................690 Codes Detail Window of the Resources Tab of the Administration Page ..................691 Codes Section of the Activity Form Page ......................................................692 Columns Tab of the Customize Cost Worksheet Dialog Box .................................693 Columns Tab of the Customize Project Issues Dialog Box ...................................694 Columns Tab of the Customize Project Statistics Dialog Box ...............................695 Columns Tab of the Customize Risks Portlet Dialog Box.....................................695 Columns Tab of the Customize Scorecards Dialog Box of the Portfolio Views Section of the Customize Dashboard Page ......................................................................697 Columns Tab of the Customize Spreadsheet Dialog Box of the Planning Page ...........698 Common Screen Elements for Customizing Columns or Values.............................699 Communication Center Portlet of the Dashboards and Workspace Page..................699 Content Tab of the Customize Dashboard Page ..............................................700 Content Tab of the Customize Workgroup Workspace Page ................................701 Content Tab of the User Interface View Details Page .......................................702 Content Tab of the Workspace Details Page ..................................................707 Contract Documents Portlet of the Workspace Page ........................................708 Contract Issues Portlet of the Workspace Page...............................................708 Contract Management Page of the Project Preferences Dialog Box .......................709 Contract Management Section of the Content Tab of the Customize Dashboard Page .709 Contract Management Section of the Content Tab of the Customize Workspace Page .710 Contract Reports Portlet of the Workspace Page.............................................711 Copy Project Options Dialog Box................................................................712 Cost Accounts Page ...............................................................................714 Cost Worksheet Portlet of the Dashboards or Workspace Page ............................715 Count Dialog Box of the Users Page ............................................................715
  • 25. Contents 25 Create Filter Dialog Box of the Assignments Page............................................716 Create or Modify Filter Dialog Box of the Activities Page ...................................717 Create Portfolio Page.............................................................................717 Create Portfolio View/Portfolio View Details Page ..........................................719 Critical Activities Behind Schedule Portlet of the Workspace Page .......................722 Currencies Page ...................................................................................723 Currency Section of Global Tab of the My Preferences Page ...............................725 Current Bar Options Dialog Box .................................................................725 Curve Definition Detail Window of the Resource Curves Page..............................727 Custom Field Mapping Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box ..........................................................................................727 Custom Portlet of the Dashboards or Workspace Page ......................................728 Custom Portlet Section of the Content Tab of the Workspace Page.......................729 Custom Portlets Section of the Content Tab of the Customize Dashboard Page.........731 Customize Activity List for WBS Dialog Box ...................................................732 Customize Activity Network Dialog Box or Activity Network Tab of the Activities Page732 Customize Activity View Dialog Box ............................................................734 Customize Capacity Planning Chart Tab .......................................................735 Customize Capacity Planning Columns Tab....................................................736 Customize Capacity Planning Dialog Box.......................................................737 Customize Capacity Planning Grouping Tab...................................................738 Customize Capacity Planning Waterline Tab ..................................................739 Customize Chart Dialog Box of the Resource Analysis Chart Portlet.......................740 Customize Chart Dialog Box of the Resource Analysis Tab of the Analysis Page .........741 Customize Columns Dialog Box of the Assignments Detail Window ........................742 Customize Columns Dialog Box or Columns Tab of the Activities Page....................743 Customize Columns Dialog Box or Columns Tab of the Assignments Page ................744 Customize Columns Dialog Box or Columns Tab of the EPS Page...........................745 Customize Cost Worksheet Dialog Box .........................................................746 Customize Dashboard Page ......................................................................747 Customize Detail Windows Dialog Box of the Activities Page...............................748 Customize Detail Windows Dialog Box of the EPS Page......................................748 Customize Dialog Box of the Portfolio View Portlet..........................................749 Customize Dialog Box of the Team Usage Page...............................................751 Customize EPS View Dialog Box .................................................................753 Customize Filters Dialog Box or Filters Tab of the Activities Page.........................754 Customize Filters Dialog Box or Filters Tab of the Assignments Page .....................755 Customize Filters Dialog Box or Filters Tab of the EPS Page................................756 Customize Gantt Chart Options Dialog Box of the Activities Page .........................757 Customize Gantt Chart Options Dialog Box of the Assignments Page......................757 Customize Gantt Chart Options Dialog Box of the EPS Page ................................758 Customize Groupings Dialog Box or Grouping Tab of the Activities Page .................758
  • 26. P6 Help 26 Customize Groupings Dialog Box or Grouping Tab of the Assignments Page..............760 Customize Groupings Dialog Box or Grouping Tab of the EPS Page ........................762 Customize Project Issues Dialog Box ...........................................................764 Customize Project Score Dialog Box of the Project Score Section of the Global Tab of the My Preferences Page..................................................................................765 Customize Project Statistics Dialog Box .......................................................766 Customize Resource Assignments View Dialog Box of the Assignments Page.............766 Customize Risks Dialog Box ......................................................................767 Customize Scorecard Columns Tab .............................................................768 Customize Scorecard Dialog Box ................................................................769 Customize Scorecard Dialog Box of the Portfolio Views Section of the Customize Dashboard Page.................................................................................................769 Customize Scorecard Group Tab ................................................................770 Customize Scorecard Waterline Tab............................................................771 Customize Spreadsheet Dialog Box of the Planning Page....................................773 Customize Spreadsheet or Histogram Dialog Box of the Analysis Page....................773 Customize Toolbar Items Dialog Box ...........................................................775 Customize Toolbar Items Dialog Box of the Assignments Page .............................775 Customize Usage Options or Usage Tab of the Assignments Page..........................776 Dashboards Page ..................................................................................778 Data Limits Page ..................................................................................779 Date Format Section of the Global Tab of the My Preferences Page ......................780 Day View Detail Window of the Calendar View of the Activities Page ....................781 Defaults Page of the Project Preferences Dialog Box........................................782 Definition Tab of the Create Filter Dialog Box of the Assignments Page..................785 Definition Tab of the Create or Modify Filter Dialog Box....................................787 Description Detail Window of the Cost Accounts Page ......................................789 Description Detail Window of the EPS Page ...................................................790 Description Detail Window of the Funding Sources Page....................................790 Description Detail Window of the OBS Page...................................................791 Description Detail Window of the Reports Page ..............................................791 Description Detail Window of the Risk Scoring Matrices Page ..............................792 Description Detail Window of the Risks Page .................................................792 Description Detail Window of the Roles Tab of the Administration Page .................793 Description Tab of the Document Details Page (with content repository)................793 Description Tab of the Documents Details Page or Dialog Box (without content repository) .......................................................................................................794 Document Categories Page ......................................................................795 Document Details Dialog Box ....................................................................796 Document Details Section of the Documents Page (with content repository)............797 Document Review Details Dialog Box...........................................................798 Document Reviews Portlet of the Dashboards Page..........................................799