Table of Contents
- Title and Copyright Information
- About This Guide
- Configuration Process in Oracle Primavera Cloud
- Using an Identity Domain
- Environment Status
- Application Administrators Overview
- Managing Personal Information in Primavera Cloud
- License Usage Overview
- Application Settings Overview
- Configure a Company Logo for a Report
- Configure the Workspace Label
- Configure the Fiscal Year Setup Settings
- Configure the Global Search Settings
- Synchronize All Resource and Role Availability and Rates
- Configure the Time Periods Settings
- Configure Background Services Settings
- Configure Authentication Settings
- Configure Authentication Timeout Settings
- Workspaces Overview
- Security
- Permission Sets Overview
- Create a Permission Set in Global Admin
- Create a Workspace Permission Set
- Create a Project Permission Set
- Create a Portfolio Permission Set
- Create a Report Permission Set
- Create a File Permission Set
- Create an Idea Permission Set
- Create a Custom Log Permission Set
- Create a Program Permission Set
- Security Privileges Definitions
- Global Security Privileges Definitions
- Workspace Security Privileges Definitions
- Project Security Privileges Definitions
- Portfolio Security Privileges Definitions
- Report Security Privileges Definitions
- File Security Privileges Definitions
- Ideas Security Privileges Definitions
- Custom Log Security Privileges Definitions
- Program Security Privileges Definitions
- User Groups Overview
- Manage User Groups in Global Admin
- Manage User Groups at the Workspace Level
- Manage User Groups at the Project Level
- Permission Sets Overview
- Companies and Users
- Companies Overview
- Users Overview
- Add a User
- Download an Import Template for Importing Companies, Offices, and Users
- Import Companies, Offices, and Users from Microsoft Excel
- Add an App Preset
- Assign a User to a User Group on the Users Page
- Edit User Details
- View User Details
- Manage Access
- Manage a User's Default Permission Sets
- Manage a User's Apps
- View User Summary
- Add and Associate a Resource with an Existing User
- Associate a Resource with a User
- Reset a User Password
- Set a User as Inactive
- Proxy Users Overview
- Dictionary Configuration
- Analysis Views Overview
- Baseline Categories Overview
- Calendars Overview
- Codes Overview
- Currencies Overview
- Folder Templates Overview
- Forms Overview
- Locations Overview
- Notebook Topics Overview
- Workflow Designs and Workflow Configurations Overview
- Portfolio Configuration Options
- Project Configuration Options
- Defaults & Options Configuration
- Field Labels Overview
- Configured Fields Overview
- Add an Activity Field
- Add a Budget Field
- Add a Budget Changes Field
- Add a Budget Transfers Field
- Add a Budget Details Field
- Add a Changes Field
- Add a Company Field
- Add a Change Order Field
- Add a Changes Estimates Field
- Add a Commitment Field
- Add a Contract Field
- Add a Custom Log Field
- Add a File Field
- Add a Fund Field
- Add an Idea Field
- Add a Payment Application Field
- Add a Portfolio Field
- Add a Potential Change Order Field
- Add a Program Field
- Add a Project Field
- Add a Project Actuals Field
- Add a Project Cost Sheet Field
- Add a Resource Assignment Field
- Add a Risk Field
- Add a Scope Assignment Field
- Add a Scope Item Field
- Add a Strategy Field
- Add a Submittal Field
- Add a Task Field
- Add a WBS Field
- Add a Work Package Field
- Add a Workspace Cost Sheet Field
- Change a Configured Field Label
- Add a Formula-Based Configured Field: Example
- Update the Owning Workspace of a Configured Field
- Defaults for Workspaces Overview
- Set the Details Page for Projects
- Set the Details Page for Portfolios
- Configure Default Activity Settings for a Workspace
- Configure Default Activity Calculation Settings for a Workspace
- Set the Default Calendar
- Set the Default Print Layout for a Workspace or Project (Deprecated)
- Set the Default My Activities Settings
- Configure Auto Numbering Defaults for Budget Changes
- Configure Auto Numbering Defaults for Budget Transfers
- Configure Auto Numbering Defaults for a Change Order
- Configure Auto Numbering Defaults for a Change
- Configure Auto Numbering Defaults for a Commitment
- Configure Auto Numbering Defaults for a Contract
- Configure Auto Numbering Defaults for Ideas
- Configure Auto Numbering Defaults for a Payment Application
- Adjust the Default Retainage Percentage for Payment Applications
- Adjust the Default Period To Value for Payment Applications
- Configure Auto Numbering Defaults for a Project Actual
- Configure Auto Numbering Defaults for a Risk
- Configure Auto Numbering Defaults for a Scope Change Request
- Configure Auto Numbering Defaults for a Scope Assignment
- Configure Auto Numbering Defaults for a Scope Item
- Configure Auto Numbering Defaults for a Potential Change Order
- Configure Auto Numbering Defaults for a Task
- Configure Task Color Defaults for a Task
- Configure Auto Numbering Defaults for Work Packages
- Assign a Custom Workflow at the Workspace Level
- Integration Overview
- Setting up an Integration User Account
- Integrate P6 EPPM
- Integrate Gateway
- Integrate Microsoft Project
- Run a Global or Project Business Flow from a Workspace
- Run a Project Business Flow from a Project
- Schedule a Business Flow Synchronization Job
- Monitor a Synchronization Job
- View Synchronization Job Details
- Default Business Flow Reference
- P6 EPPM Default Business Flow Reference
- Global
- Project
- Create Project Header - P6 to Primavera Cloud Field Mappings
- Create Project Header - Primavera Cloud to P6 Field Mappings
- Send P6 Project Data to Primavera Cloud for Risks Field Mappings
- Send P6 Project Data to Primavera Cloud for Schedule Field Mappings
- Send P6 Project Data to Primavera Cloud for Scope Field Mappings
- Send Planned Budget & Plan Dates from P6 to Primavera Cloud Field Mappings
- Send Primavera Cloud Project Data to P6 Field Mappings
- Send Project Actual Cost & Progress from P6 to Primavera Cloud Field Mappings
- Send Proposed Budget & Plan Dates from Primavera Cloud to P6 Field Mappings
- Send Approved Budget & Plan Dates from Primavera Cloud to P6 Field Mappings
- Send P6 Project Data to Primavera Cloud Field Mappings
- Send Primavera Cloud Project Data to P6 for Task Field Mappings
- Microsoft Project Default Business Flow Reference
- P6 EPPM Default Business Flow Reference
- Import/Export Overview
- Import/Export Configuration Data Overview
- Compare Workspace Import/Export and Workspace Copy
- Export All Configuration Data from Primavera Cloud
- Import Configuration Data to Primavera Cloud
- Export Customized Configuration Data from Primavera Cloud
- View the Import/Export Configuration Data Log
- Download the Import/Export Configuration Data Log
- Import/Export to P6 Overview
- Create Projects by Excel Import
- Microsoft Project Import/Export Overview
- Import/Export Configuration Data Overview
- Manage Services Overview
- Test Network Speed
- Set the Locale