There are multiple ways to open projects in P6 Web Access. You can choose to open an individual project, multiple individual projects, all projects belonging to an EPS node or portfolio, or all projects that have the same project code value.
To choose the project or project group you want to work with, you can:
- open the last project or group of projects you worked with
- select a recently used project or project group from your most recently used projects list
- open a project or project group in the Open Project dialog
- open a project in a dashboard portlet
- open dependent activities in the Activities page
Tip: The first time you launch P6 Web Access after initial installation or upgrade, you must use the Open Project dialog to open a project or project group. The application launches the Open Project dialog automatically the first time you click Projects in the global navigation bar. Thereafter, you can access projects directly from the most recently used projects list, dashboard portlets, or from the Open Project dialog.
From the Projects action menu in the global navigation bar, select the project or project group you want to open.
Individual projects, as well as project groups such as EPS nodes, portfolios, and project code values, are listed in the most recently used projects list. If you've recently opened a random set of projects (for example, projects from multiple portfolios, but not the portfolios as a whole), these projects are not added to the most recently used projects list. If this random set of projects was the last set of projects you opened, click Projects in the global navigation bar to open them again.
Notes: The maximum number of items available in the list is determined by your administrator.
- From the Projects action menu in the global navigation bar, choose Open Projects.
- In the Open Projects dialog, move the project(s) or project group(s) you want to open from the Available Projects list to the Selected Projects list. You can move an EPS node, portfolio, project code value, or individual project.
Tip: To sort the list of available projects by EPS, portfolios, or project codes, click . To choose the Activity View you want to display on the Activities page after opening the project(s), click . To search for a project, EPS node, portfolio, or project code value, click .
To move a single project, EPS node, portfolio, or project code value from the Available Projects list to the Selected Projects list, double-click or drag the item.
To move multiple projects, EPS nodes, portfolios, or project code values at once, use Ctrl-click to select the items you want to move, then click .
Tip: You can open any combination of items, for example, an EPS node and a project code value.
Note: You cannot select a project code; you can only select project code values. When the dialog is organized by project codes, you must expand the list of project codes to display the values associated with those codes. For example, if there's a project code named Location, with code values of North, South, East, and West, you can choose to open one of the code values, but not the project code Location.
- When finished, click OK.
Note: When you choose to open an EPS node, the application opens all projects belonging to that EPS node and its child EPS nodes.
You can open a project from many dashboard portlets that display data at the project level, such as My Projects or Project Health. In most portlets, the project name is a link you can click to open the project.
In the Project Gantt Chart portlet, you can use Ctrl-click to select the projects you want to open, then click in the portlet toolbar to open the projects.
In Portfolio View portlets that display a scorecard, you can click next to the project you want to open.
When an activity in one project has a relationship to an activity in another project, these projects are dependent on each other. When working with projects on the Activities page, you can open a project's dependent projects by doing the following:
- Open a project or group of projects using one of the methods previously described in this topic.
- If necessary, click on the Projects toolbar to display the Activities page.
- On the Activities toolbar, click to launch the Open Dependent Projects dialog.
Tip: If this icon does not appear, right-click on the toolbar and choose Action to display it. For more information, see Activities toolbar.
The dialog lists all currently open projects.
- To view a project's dependent projects, click next to the project name.
- To open a dependent project, select it in the list, then click OK. To open multiple dependent projects, use Ctrl-click or Shift-click to select them.
If a dependent project is already open, a message displays. Click OK to close the message and the dialog.