What's Revised and Added in this Library- What's New in P6 Professional
- Cumulative Feature Overview Tool
Installation and Upgrading- Administration
- User Content
- User's Guide
- Welcome
- Understanding Project Management
- Why Use P6 Professional?
- Your Role in the Organization
- P6 Professional Process Overview
- Planning, Controlling, and Managing Projects
- Getting Started
- Workspace Basics
- Symbols
- Using main windows
- Using Hint Help
- Using the Status Bar and Layout Options bar
- Display window details
- Tile windows horizontally or vertically
- Wizards
- Navigate wizards
- Select and assign information
- Global data vs. project-specific data
- Use shortcut menus
- Select multiple items
- Quickly enter the same text in multiple table rows
- Using the HTML editor
- Using Hot Keys
- Using Shortcut Keys
- Setting User Preferences
- Define user preferences
- Define how to display time information
- Specify a format for dates
- Select a view currency
- Specify a format for currency
- Enter e-mail settings
- Set wizard options
- Change my password
- Set startup options
- Create a log of tasks
- Define the range of financial periods to display in columns
- Set resource analysis options
- Select Startup Filters
- Load resource summary data at startup
- Select calculation options for resource and role assignments
- Set the Online Help location (P6 Professional Only)
- Structuring Projects
- Setting up and starting to work with the EPS
- Enterprise Project Structure overview
- Defining the Enterprise Project Structure
- Set up the EPS structure
- Add a project to the EPS hierarchy
- Show or hide details in the EPS hierarchy
- Use status for filtering projects in the EPS
- Delete an EPS node or project
- Copy an EPS node or project
- Working with and defining the OBS
- Organizational breakdown structure (OBS) overview
- Setting up the OBS
- View the OBS
- Add an OBS element
- Assign an OBS element to a WBS element
- Edit an OBS element
- Delete an OBS element
- View the OBS chart display
- Change the OBS chart display
- Defining Resources and Roles
- Resources
- Resources
- Add a resource
- Adding resources using a wizard
- View resources
- Define resource shifts
- Display resource details
- Calculating cost when using multiple resource rates
- Having a discussion with team members
- Roles
- Defining Resource Curves
- Defining the WBS
- Work Breakdown Structure
- Using a WBS for top-down planning
- Using weighted milestones in the work breakdown structure
- WBS status types
- View the WBS
- Display work breakdown structure details
- Add a WBS element
- Edit a work breakdown structure element
- Assign WBS weighted milestones
- Assign WBS Category values (P6 Professional Only)
- Create WBS category values (P6 Professional Only)
- Change the work breakdown structure chart display
- Change the work breakdown structure table display
- Copy and paste a work breakdown structure element
- Define earned value settings for a specific work breakdown structure element
- Delete a work breakdown structure element
- Defining Project, Resource, and Activity Codes
- Project Codes
- Project codes and values
- Create project codes
- Create project code values
- Assign project codes and values
- Resource Codes
- Activity Codes
- Activity codes and values
- Defining Global Activity Codes and Values and Values Colors
- Defining Project Activity Codes and Values and Values Colors
- Create project-level activity codes
- Create project-level activity code values
- Promote project-level activity codes and values
- Defining EPS-level Activity Codes and Values and Values Colors
- Defining Custom Fields
- User-defined fields
- Define custom user fields
- Choosing data types for user-defined fields
- Indicator user-defined fields
- Defining Calendars
- Calendars
- Defining default hours per time period in calendars
- Project Calendars
- Create a project calendar
- Edit a project calendar
- Delete a project calendar
- View project calendar assignments
- Global Calendars
- Create a global calendar
- Edit a global calendar
- Delete a global calendar
- Specify a default global calendar
- View global calendar assignments
- Resource Calendars
- Working with the EPS
- Managing projects using the EPS
- Defining project details
- Enter project dates
- Specify a fiscal start month
- Set project resource options
- Change a project name
- Change a project ID
- Change the project leveling priority
- Change a project's status
- Developing Projects
- Adding Activities to a Project
- Activities
- Activity types
- Activity dates
- Synchronizing activity duration, units, and resource units/time
- Define general activity information
- Add activities in the Activity Table
- Add activities in the Activity Network
- Define activity types
- Define activity duration types
- Define activity percent complete types
- Assign a calendar to an activity
- Enter activity durations
- Enter activity start and finish dates
- Enter a physical percent complete for activities
- Enter unit information for resource assignments
- Enter cost information for resource assignments
- Dissolve an activity
- Define milestones
- View activity float values
- View activity summaries
- Copy and paste activities in the Activity Table
- Copy and paste activities in the Activity Network
- Renumber activity IDs in the Activity Table
- Linking Activities with Relationships
- Relationships
- Adding relationships between activities
- Add predecessor relationships
- Add successor relationships
- Create relationships in the Gantt Chart
- Create relationships in the Activity Network
- Viewing activity relationships
- Assigning Resources and Roles to Activities
- Assign resources to activities
- Assign resources to activities by role
- Assign a rate type to a resource assignment
- Choose the rate source for an assignment
- Change the resource's role assignments for an activity
- Recalculate resource and role assignment costs
- Assign roles to activities
- Assigning Resource Curves
- Budgeting
- Defining Budgeting
- Establishing budgets
- Tracking and analyzing budgets
- Establish budgets
- Enter budget changes
- Define funding sources
- Assign funding sources
- Enter monthly spending amounts
- View budget and spending plan totals
- Compare budgets and variances
- Manually Planning Future Period Assignments
- Future period bucket planning
- Create a future period bucket planning layout
- Manually enter future period assignment values
- Adding Expenses and Entering Cost Information for Activities
- Expenses
- Expenses
- Add expenses
- Add expenses from the Activities window
- Assign an expense category
- Assign expense categories from the Activities window
- Specify an accrual type for an expense
- Enter cost information for expenses
- Change an expense's activity assignment
- Cost Accounts
- Performing Top-down Estimation (P6 Professional Only)
- Performing top-down estimations using prior experience (P6 Professional Only)
- Performing top-down estimations using function points (P6 Professional Only)
- Applying Saved Top-Down Estimations To a Project (P6 Professional Only)
- Adding Activity Steps
- Activity steps
- Add steps to activities
- Update activity steps
- Add weights to steps
- Creating and Assigning Activity Step Templates
- Assigning Notebooks to Activities
- Global Change
- Managing Projects
- Creating Baselines
- Baselines
- Create a baseline
- Assign baselines to projects
- Assign the baseline to use for summarization or earned value
- Assign the baselines to use for the current project
- Assign baselines for comparison
- Comparing Current and Baseline Schedules
- Copy a baseline
- Update a baseline
- Modify a baseline manually
- Delete a baseline
- Comparing Projects and Baselines
- Updating Projects
- The Update Process
- Updating the schedule
- Update progress for all activities
- Update progress for individual activities
- Progress Spotlight
- Update progress for spotlighted activities
- Estimate progress automatically
- Highlight activities for updating
- Update progress for the project
- Remove progress from an activity
- Suspend or resume an activity's progress
- Apply actuals
- Earned Value
- Calculating earned value using resource curves or manual future period buckets
- Updating progress
- Store Period Performance
- Store Period Performance
- Link actual to date and actual this period units and costs
- Post actual amounts for a period
- Edit past period actual data
- View past period actual data in spreadsheets
- Creating and Using Reflections
- What is a reflection
- Creating and using reflections
- Create a Reflection
- Merging a Reflection with the Source project
- Working with remote projects
- Managing remote projects
- Check out a project
- View the check-out status of a project
- Modify check in update options
- Check in a project
- Scheduling Projects
- Scheduling projects
- Calculate multiple float paths
- Schedule a project
- Schedule a project automatically
- Schedule project data as a service (P6 Professional Only)
- Leveling Resources
- Leveling resources
- Leveling priority definitions
- Specify leveling priorities
- Level resources
- Level resources automatically
- Adding and Assigning Issues
- Issues
- Add an issue
- Assign responsibility for an issue
- Assign a tracking layout to an issue
- Send e-mail about an issue
- View or add to an issue's history
- Use the issue navigator
- Adding and Assigning Thresholds
- Thresholds
- Threshold parameter definitions
- Add a threshold
- Assign responsibility for threshold-generated issues
- Assign a tracking layout to a threshold
- Monitor a threshold
- View threshold issue details
- Adding and Assigning Risks (P6 Professional Only)
- Risks (P6 Professional Only)
- Creating Risks (P6 Professional Only)
- Assigning a risk to an activity (P6 Professional Only)
- Responding to a risk (P6 Professional Only)
- Create risk categories (P6 Professional Only)
- Delete risk categories (P6 Professional Only)
- Adding and Assigning Work Products and Documents
- Work Products and Documents
- View a project's document library
- Add a work product or document record
- Assign a document status or category
- Specify work product and document location references
- Identify a document as a work product
- Display work product and document details in the WPs and Docs window
- Display work product and document details in the Activities window
- Display work product and document details in the Work Breakdown Structure window
- Assign work products and documents from the WPs and Docs window
- Assign work products and documents to an activity from the Activities window
- Delete work product or document records
- Customizing Activity Layouts
- Overview
- Open a layout
- Create a new activity layout
- Save a layout as a project layout
- Exporting and Importing Layouts
- Copying Data to External Applications
- Activity Table
- The Activity Table
- Define Activity Table columns
- Customize activity column titles
- Change activity information in the Activity Table
- Sort activity information in the Activity Table
- Change group row fonts and colors
- Change Activity Table font, color, and row height
- Gantt Chart
- The Gantt Chart
- Display the Gantt Chart
- Change a layout's timescale format
- Move around a Gantt Chart
- Add a bar to the Gantt Chart
- Change a bar in the Gantt Chart
- Apply Gantt Chart settings from another layout
- Position a bar in the Gantt Chart
- Change the background lines in the Gantt Chart
- Show or hide the Gantt Chart legend
- Show or hide relationship lines in the Gantt Chart
- Customize the data date line
- Change a Gantt Chart bar's filter - under Gantt Chart
- Change a Gantt Chart bar's label - under Gantt Chart
- Change a Gantt Chart bar's settings
- Customize collapsed bars in the Gantt Chart
- Change a Gantt Chart bar's style - under Gantt Chart
- Change a Gantt Chart bar's timescale - under Gantt Chart
- Change an activity's start and finish dates in the Gantt Chart
- Delete a bar from the Gantt Chart
- Change an activity's duration in the Gantt Chart
- Add a curtain attachment in a Gantt Chart
- Hide a curtain attachment in a Gantt Chart
- Add a text attachment to a Gantt Chart
- Remove a text attachment from a Gantt Chart
- Attach notebook items to bars in a Gantt Chart
- Hide all curtain attachments in the Gantt Chart
- Delete a curtain attachment from a Gantt Chart
- Apply a Progress Line to the Gantt Chart
- Activity Network
- Activity Network
- Display the Activity Network
- Apply Activity Network settings from another layout
- Customize the Activity Network layout
- Customize the activity box layout
- Select the activity box layout
- Save and Open an Activity Network Layout
- Create a future period bucket planning layout
- Trace Logic
- Activity Usage and Resource Usage Profiles
- Activity Usage Profile
- The Activity Usage Profile
- Display the Activity Usage Profile
- Define the Activity Usage Profile
- Show or hide the profile legend in the histogram
- Resource Usage Profile
- Activity Usage and Resource Usage Spreadsheets
- Tracking Projects
- Overview
- Tracking
- Tracking layouts
- Customizing Tracking Layouts
- Customize a Project Table
- Customize a Project Bar Chart
- Customize a Project Gantt/Profile
- Customize a Resource Analysis layout
- Grouping, Sorting, and Filtering Tracking Layouts
- Create a tracking layout
- Open a tracking layout
- Types of tracking layouts
- Share a layout with other users
- Save a tracking layout
- Export a tracking layout
- Import a tracking layout
- Delete a tracking layout
- Filter a tracking layout
- Group and sort a tracking layout using standard settings
- Group and sort a tracking layout using custom settings
- Project Table
- Project Bar Chart
- Project Gantt/Profile and Resource Analysis
- Customize a Project Gantt/Profile
- Group and sort resources in the Resource Explorer window
- Filter resources in the Resource Explorer window
- Working with the Gantt Chart
- Change a Gantt Chart bar's timescale
- Change a Gantt Chart bar's label
- Change a Gantt Chart bar's style
- Change a Gantt Chart's background lines
- Customize the data date line
- Working with the Profile and Spreadsheet
- Grouping, Filtering, and Summarizing Data
- Grouping and Sorting
- Grouping activities by field
- Grouping by hierarchy
- Grouping activities by WBS path
- Sorting
- Group activities by field
- Group activities by hierarchy
- Group activities by WBS path
- Sort activities
- Format grouping bands
- Set Page Breaks by Group Band
- Show or hide empty title bands
- Show field titles in grouping bands
- Group and sort resource assignments
- Set as a user preference
- Auto-Reorganization
- Filtering
- Filtering data
- Default filter criteria
- Create a filter
- Apply a filter
- Combine filters
- Change a Gantt Chart bar's filter
- Create a lookahead filter
- Filter by project status
- Remove filters
- Delete filters
- Summarizing
- Producing Reports and Graphics
- Report Basics
- Reporting features
- Report Wizard
- Create a new report with the Report Wizard
- Modify a report with the Report Wizard
- Report Editor
- Preview a report
- Print a report
- Copy a report
- Import a report
- Export a report
- Delete a report
- Working with Report Groups
- Working with Report Batches
- Create a report batch
- Add a report to a report batch
- Print a report batch
- Run a report batch from the command line
- Run a batch report as a service
- Using the Report Editor to Modify Reports
- Report Editor window
- Basic Procedures
- Copy and paste cells
- Cut and paste cells
- Add a report title
- Define default text styles for reports
- Define a report header and footer
- Define page setup options for a report
- Change report margins
- Add a background image to a report
- Remove a background image from a report
- Add comments to reports
- Add comments when running a report
- Indicate hierarchy levels in reports
- Specify a timeperiod for a report
- Advanced Procedures
- Working with Data Sources
- Data sources in reports
- Add a data source to a report
- Add an embedded data source to a report
- Copy a data source
- Cut and paste a data source
- Define layout options for a data source
- Sort report records
- Change the sort order of report records
- Filter a data source
- Delete a data source filter
- Delete a data source from a report
- Delete a data source that contains embedded data sources
- Working with Rows
- Add a row to a report
- Copy a row
- Cut and paste a row
- Filter a report row
- Delete a row filter
- Delete a row from a report
- Working with Text Cells
- Text cell types
- Add a field data or field title cell to a report
- Show time distributions in a report
- Add a variable cell to a report
- Add a custom text cell to a report
- Format text in a text cell
- Specify text cell width and alignment in a row
- Change text cell color
- Add a border to a text cell
- Remove borders from a text cell
- Add HTML links to a text cell
- Disable HTML links in a text cell
- Filter a text cell
- Delete a text cell filter
- Delete a text cell from a report
- Working with Line Cells
- Add a line cell to a report
- Specify line cell width and position in a row
- Delete a line cell from a report
- Working with Image Cells
- Producing Graphics
- Print features
- Print a layout or window data
- Change page setup options
- Select a specific printer to print a layout
- Publishing Layouts and Reports in HTML Format
- Publishing Project Web sites
- Project Web Site Publisher
- Project Web sites
- Publishing activity and tracking layouts
- Publish projects as Web sites
- Publish activity and tracking layouts on a Project Website
- Publish reports on a Project Website
- Customize a Project Website
- Publish Activity layouts
- Publish tracking layouts
- Importing and Exporting Data
- Linking Contract Management (Expedition) data
- Linking Contract Management data
- Link P6 Professional to Contract Management
- Link your project to a Contract Management project
- Import Contract Management data
- Import considerations
- How data is imported from Contract Management
- Viewing Contract Management documents
- View Contract Management documents
- Import/Export Overview
- Importing and exporting projects
- Importing and exporting resources and roles
- Import/Export file formats
- Importing information using a wizard
- Exporting information using a wizard
- Exchanging data with Primavera Prime (P6 Professional Only)
- XER
- Export projects to an XER file
- Import projects in XER format
- Export resources to an XER file
- Import resources from an XER file
- Export roles to an XER file
- Import roles from an XER file
- Export projects from the command line
- Import projects from the command line
- Export projects as a service
- Primavera P6 XML
- P3
- Export a project for use with P3
- Considerations when exporting projects to P3
- P6 Professional data not converted to P3
- Import a P3 project
- Considerations when importing P3 projects
- P3 data not converted to P6 Professional
- Microsoft Excel/XLS
- Delete data in the XLS file
- Modify Unique Fields in the XLS file
- Modifying and importing data from an XLS file
- Export project data and resources to an XLS file
- Import project information and resources in XLS format
- Update Unit, Cost, Duration, and Percent Complete fields in Excel
- Export activity data to Excel
- Microsoft Project
- Export projects to a Microsoft Project file
- Import a Microsoft Project file
- Export resources to Microsoft Project (supported for MPP or MPX formats)
- Import resources from a Microsoft Project file (supported for MPP and MPX formats)
- Oracle Primavera Contractor
- Export a project for use with Oracle Primavera Contractor
- Export resources for use with Oracle Primavera Contractor
- Data not exported to Oracle Primavera Contractor
- UN/CEFACT IMS (XML)
- Linking Primavera Unifier data (P6 Professional Only)
- P6 Visualizer
- For More Information
- Help Systems
- Integration and Programming
- Integration API Configuration Guide
- Integration API Programmer's Reference
- Integration API Documentation
- Database and Mapping
- General Information
