- How does P6 Web Access present project data?
- How can I select and customize the data I want to see?
- How can I access the product features and perform tasks?
How does P6 Web Access present project data?
P6 Web Access uses customizable workspaces and role-based data layouts to organize and provide access to project data. A global navigation bar provides the primary access to the workspaces, menus, and data layouts.
Global navigation
Depending on your license and security privileges, you will see one or more of the following items in the global navigation bar at the top of each page.
- Dashboards
This section provides access to dashboard workspaces and is available to all licensed users.
- Portfolios
This section, which provides access to layouts that present data for project groups, is available to licensed Portfolios section users.
- Projects
This section, which provides access to the Project Workspace, activities for the projects you choose to view, and other project data layouts, is available to licensed Projects section users. It is also available, restrictively, to licensed Team Members assigned to a project and users without a Projects section license who are invited to a project.
A team member's or invited user's access to this section is restricted to the workspace of the project they are associated with.
- Resources
This section, which provides access to resource data layouts, is available to licensed Resources section users.
- Administration
This section is available to licensed users who have the security privileges required to perform certain administrative functions, such as creating user interface views and workflow templates.
Notes:
-
Access to printing features, online Help, and preferences is available above the global navigation bar on every page.
-
The availability of workflow templates, workflows, and related features requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to the P6 Administrator's Guide.
Action menus
Click 
on the Dashboards, Portfolios, Projects, or Resources global navigation tabs to display menus that include actions such as managing dashboards, creating a portfolio, creating a project, and adding a resource. The actions available in each menu depend on settings defined in your assigned user interface view and your security privileges.
The Portfolios, Projects, and Resources action menus additionally display a list of your most recently used portfolios, projects, and resources respectively.
For more detailed information, see Using action menus.
User interface views
To facilitate a streamlined, role-specific configuration of P6 Web Access, your administrator can assign you to a user interface view that corresponds to your role and work processes in your organization. The tabs, tab icons, and action menu items that you can access in each section of P6 Web Access, and the order in which they appear, depend on your user interface view settings. User interface views additionally specify the landing page for the Portfolios, Projects, and Resources sections, which can be any available tab or page in each section.
If you have the required rights, you can edit your view settings in View Preferences. To access View Preferences, click Preferences at the top of the application, then select the View tab.
Workspaces
A workspace is a virtual environment you can customize to view and work with the project data you require.
The two primary workspaces, Dashboards and the Project Workspace, enable you to view and manage project data based on your license, security privileges, and role relative to a project.
Users who have the required privilege can create a third type of workspace called a workgroup. A workgroup is a relative of, or subset of, an individual Project Workspace. A single project can have multiple workgroups associated with it.
Dashboards
Dashboards that are available to you and currently selected for display appear as tabs across the top of the Dashboards Home page.
The default dashboards you see are determined by administrative settings, your licensed role, your view and whether you are a new or existing P6 Web Access user. For more information, refer to Working with default dashboards.
If you have the appropriate rights, you can create new dashboards and choose the dashboards you want to display on the Dashboards Home page by selecting Manage Dashboards from the Dashboards action menu.
Each dashboard is a workspace you can use to access data for one or more projects. You can filter and customize the dashboard to meet your specific needs or to share with other P6 Web Access users.
- Filter a dashboard to specify the projects you want to include.
- Customize a dashboard to select the categories of data (portlets) you want to display and their layout.
Project Workspaces
A Project Workspace presents data for a single project in a customized format that ensures all members of the project team have access to a consistent view of the project information that meets their requirements. Think of the Project Workspace as the home page for a single project.
While the Project Workspace only presents data for a single project, you can toggle between open projects using the Select Project box that appears at the top of the workspace.
Any user who is associated with a project and has the required license and security privileges can customize its workspace to choose and position portlets.
Tip: The name of the last person to customize the project workspace appears at the bottom of the page, along with the date and time of revision.
Workgroups
A workgroup can be either a subset of a Project Workspace or a workspace associated with a project workflow.
A project workgroup serves as a virtual collaborative environment where members can communicate about a subset of a project’s activities and issues that relate to those activities or to the workgroup in general. A workflow workgroup functions similarly, but no activities are associated with workflows.
To view the workgroups you are associated with, you can display the My Workgroups portlet in a dashboard. Any project team member who has the required license and privilege can customize a Project Workspace to display the Workgroups portlet, which lists all workgroups associated with the project.
Portlets
Portlets provide a way to organize and present project data within a workspace.
Note: The availability of workflows and related features requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to your Primavera administrator.
In a dashboard
The data displayed in some portlets is based on the idea of association or ownership and is filtered accordingly, for example, My Projects, My Documents. However, you can further filter data in some of these portlets. For example, you can choose to display only those projects to which you are assigned as a resource.
Additionally in some dashboard portlets, the data displayed depends on the current dashboard filter selection. My Projects, for example, lists only the projects you are associated with if they match the criteria of the current dashboard filter. Conversely, the Action Required portlet lists all items that require your attention, even if they do not match the current filter criteria.
In a Project Workspace
All portlet data relates to the open project, or the project selected in the Select Project box (if multiple projects are open). Project team members who have the required privileges can specify the portlets that appear, as well as additional portlet options.
In a workgroup
All portlet data relates to the workgroup. As for a Project Workspace, members of the workgroup who have the required privileges can specify the portlets that appear, as well as additional portlet options.
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Role-based data layouts
Except for Dashboards, the items on the global navigation bar provide access to data views and features that are tailored to the needs of an individual role: Portfolio Manager (executive), Project Manager, Resource Manager, and System Administrator.
When you click Portfolios on the global navigation bar, the last project group you accessed is automatically opened in the Portfolios section. Using the Portfolios action menu in the global navigation bar, you can open other portfolios using the most recently used portfolios list or the Open Portfolio menu item. The Portfolios page that displays when you open a project group is determined by your user interface view settings. See Choose a page in the Portfolios section for information on all Portfolios pages.
When you click Resources on the global navigation bar, the Resources Home page displays for you to choose the resource element you want to work with. Once you choose a resource, the available data layouts display as tabs you can select to view. The Resources tab that displays when you select a resource element to work with is determined by your user interface view settings.
When you click Projects on the global navigation bar, the last project or group of projects you accessed is automatically opened in the Projects section. Using the Projects action menu in the global navigation bar, you can open other projects using the most recently used projects list or the Open Projects menu item. The Projects page that displays when you open a project or group of projects is determined by your user interface view settings. See Choose a page in the Projects section for information on all Projects pages.
Tip: The first time you click Projects on the navigation bar (after install or upgrade), you are prompted to select the project(s) you want to open in the Open Projects dialog. You can choose to open an individual project, multiple individual projects, all projects belonging to an EPS or portfolio, or all projects that share the same project code value.
Many of the data layouts are customizable, for example, you can choose the columns of data you want to view, filter data, and choose display options, such as graphical or spreadsheet formats.
Tip: For details about the customize options available on a specific page, click the Help link above the global navigation bar.
How can I choose and customize the data I want to see?
- In the global navigation bar, select Dashboards or one of the role-based sections.
Note: For each section, page, and tab you have access to in the application, you can customize the content that appears, where applicable. The tabs, tab icons, and action menu items you can access within each section of the application are controlled by your assigned user interface view. If you have the required administration setting, you can customize the view settings specified in your assigned user interface view. To customize your view settings, click Preferences at the top of any page, then select the View tab.
For Dashboards
- On the home page, choose from the available dashboard tabs.
Note: To create or display additional dashboards, choose Manage Dashboards from the Dashboards action menu.
- Filter the dashboard to specify the projects you want to include.
- Customize the dashboard to choose and position
the portlets, or categories
of data, you want to display.
- Use the Dashboards action menu to access available features, such as Import Appoinments.
For Resources
- On the Resources Home page, select a a resource.
- Choose from the available data layout tabs.
- To fine tune your view of the data, use the Customize link and other
options that are available on many pages.
- If the data layout you selected displays
elements in a hierarchy panel to the left
of the data area, use the hierarchy to select the elements you want to
view data for and, in some cases, to modify the hierarchy. Resources > View Role Usage uses this type of layout.
- Use the Resources action menu to access available resources features, such as Create Resource Team.
For Projects
- Using one of the available methods, open a project or group of projects in the Projects section.
- Use the Projects toolbar to choose a page in the Projects section you want to work with, such as Activities, Workspace, or Team Usage.
- On the Activities page, the Activities toolbar and your view of activity data are customizable.
- On Projects pages other than Activities, when multiple projects are open, choose the project you want to work with from the Select Project box.
- If the page you selected displays
elements in a hierarchy panel to the left
of the data area, use the hierarchy to select the elements you want to
view data for and, in some cases, to modify the hierarchy. Projects > Team Usage uses this type of layout.
- If the page you selected contains links at the top of the page, such as the Projects > Details page, click the links to access related project data.
- Many pages contain a Customize link at the top of the page. Click it to customize your view of the page.
- Use the Projects action menu to access available projects features, such as Manage Activity Views.
For Portfolios
- Open the project group you want to work with in the Portfolios section.
- Use the Portfolios toolbar to display other Portfolios pages.
- If the page you selected displays
elements in a hierarchy panel to the left
of the data area, use the hierarchy to select the elements you want to
view data for and, in some cases, to modify the hierarchy.
- If the page you selected contains links at the top of the page, click the links to access related portfolio data.
- Many pages contain a Customize link at the top of the page. Click it to customize your view of the page.
- Use the Portfolios action menu to access available portfolios features, such as Manage Portfolios.
Filter dashboard data
In your private dashboards, you can filter the data to choose the projects you want to focus on: a portfolio of projects, all projects assigned to a particular project code value, or a single project.
- In
the Filter by text box at the top of the page, click
.
Your ability to filter multi-user or global dashboards that are available to you depends on the requirements set by the person who created the dashboard. If the filter selection icon,
, does
not appear, the dashboard creator has not allowed dashboard users to choose
a filter. - From the drop-down list, select whether you want to filter by project
portfolio, project code, or single project.
- Select an element in the list
box and click OK.
Display and position workspace portlets
In your private dashboards or a Project Workspace, you can select the portlets you want to display and specify their position on the page.
Note: You cannot customize multi-user dashboards created by another P6 Web Access user. You can customize global dashboards and a Project Workspace if you have the required privileges.
- At the top left of the dashboard or workspace, click Customize.
- Mark the checkboxes for the
portlets you want to include in the workspace and clear the checkboxes
for the portlets you don’t
want to display. Many of the portlets have additional options. To view
them, click
.
Tip: The maximum number of portlets you can display is 12 by default; however, your administrator can specify a different maximum.
- If you do not want to specify
portlet sizing or page layout, click Save and Close.
Otherwise, click Save, then click the Layout tab.
Choose portlet sizes, then either drag and drop them to specify positioning on the workspace, or select a portlet and use the arrow keys to position it. When finished setting up the layout, click Save and Close.
Within a workspace, use the portlet title bar icons to
- Maximize or minimize a portlet
When you maximize a portlet it expands to occupy the entire workspace area.
- Close a portlet
- Collapse the content of a portlet so that only the title is visible
.
To expand it again, click 
.
Tip: Closing a portlet removes it from the workspace.
To view it again, you must customize the workspace and choose to display
it.
Tip: To expand or collapse the content area of all portlets, in the task navigation area at the top of the page, click Expand All or Collapse All.
Use the hierarchy panel to display data
On some Projects and Resources pages, such as Resources > View Role Usage (shown below), you can select from a hierarchy of items to display corresponding data. On these pages, the hierarchy displays in a panel to the left of the data layout so you can select and view data for various items.
You can organize the hierarchy to group data in a way that is meaningful for you. The organize options vary according to the page you are currently viewing and correspond to groupings that make sense for the data view. For example, on the Resources > View Role Usage page, you can group by role hierarchy or role team.
- To change the hierarchy grouping, select an option from the Organized by drop-down list.
- To limit the number of elements listed in the hierarchy, or to find a specific element within a grouping, in the Search drop-down list, choose a field to search on. Then type the search criteria and click Search. To clear results and redisplay the full hierarchy, click Clear Results.
- To update the hierarchy and the page contents with the
most current information in the database, click
.
Tip: To update only the contents of the page, right-click and choose the browser Refresh option.
Customize data column displays
A number of P6 Web Access portlets and data layout pages, for example Issues portlets and the Projects > Activities page, enable you to select the data columns you want to display.
To choose the data columns you want to display
- Select from a list of Available Columns. Use Shift+Click or Ctrl+Click to select multiple columns.
- Use the left and right arrow buttons to list, under Selected Columns, the data fields you want to display.
- Use the up and down arrow buttons to define, respectively, the left to right display order of the columns.
How can I access product features and perform tasks?
Task navigation in each role-based section
Features that have broad relevance within a section of the application appear in the action menus you can access from the global navigation bar.
The options that appear in each action menu depend on your license, security privileges and user interface view settings.
See Action menus for more information.
Task hyperlinks in portlets and data layouts
Tasks that you typically perform within the context of a specific portlet or data layout, such as adding activity steps on the Activity Step Details page are accessed through hyperlinks on the page or within the portlet. In general, these types of task hyperlinks relate to the entire page of data, such as Export to file, Customize, and Save and Cancel and they appear above the primary data display area.
Edit project data
There are several ways to edit project data, depending on the page you are working with
- On pages that present data in text fields, you simply modify
the data, then click Save or
.
This method applies, for example, to the Project, Activity, and Resources General details pages.
- On pages that present data as a list of items with data columns,
select the item you want to edit.
For example, to edit an activity resource assignment, click the resource name, make changes, then click Save.