In general, you can create items and then directly modify the data in any field at any time; however, the application will often guide you by making certain fields read-only or hiding them when appropriate. To create items, follow the steps in the task topics included in this online help or user guide. To modify data, follow the Getting Here steps to navigate to a page or dialog box where you can directly view and edit the data. For example, to modify activity data, navigate to the Activities page.
Once on a page, click in a field on a page or double-click in a table cell to edit or remove a value. Once you select save, changes made will cascade through P6 automatically. You should save after each change that you make to views, portlets, and layouts, even if you have not changed any data in the view.
Other P6 users can make updates simultaneously on the same page you are working on. To view saved changes made by other users, update your view by using the internet browser refresh or navigate away and return to the page.
If you cannot modify the data item, consider the following reasons:
- The item is read-only. In other words, the data on the page is only being displayed for you to view; however, it cannot be modified.
- Your current view settings do not allow you to access the data. For example, you might be able to access the data by adjusting your group and sort or filter settings. Or, you might need to customize your user interface view settings or ask your administrator to configure or reassign your user interface view.
- Your current security settings do not allow you to access the data. You do not have security, OBS, module access, or other access permissions to modify the item.
- Specific business logic prohibits making certain modifications. For example, the item can only be modified by its creator and cannot be modified by other users, or it cannot be changed after a certain date.