• Welcome
    • Using the P6 Professional Help
    • Searching Documentation Content
    • Introducing P6 Professional
    • Using P6 Professional with P6 Professional Cloud Connect for Cloud
    • About P6 Professional Standalone
  • Getting Started
    • About Consent Notices
      • Viewing Your PI Data in P6 Professional
    • 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
      • 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
    • Working with Toolbars and Menus
      • Reset toolbars and menus to factory defaults
      • Customizing Toolbars
        • Customizing toolbars
        • Show or hide toolbars
        • Show or hide toolbar icons
        • Move toolbars
        • Move toolbar icons
        • Lock toolbars in position
        • Delete icons from toolbars
        • Set toolbar display options
        • Customize a toolbar icon
        • Create a custom toolbar
      • Customizing Menus
        • Customizing menus
        • Change the display order of menus
        • Move menu commands
        • Delete menus and menu commands
        • Customize a menu command
        • Create a custom menu
      • Menu, Toolbar, and Icon Reference
        • Menu bar
          • File Menu
          • Edit Menu
          • View Menu
          • Project Menu
          • Enterprise Menu
          • Tools Menu
          • Admin Menu (P6 Professional Only)
          • Help Menu
        • Action Toolbar
        • Administrator Toolbar (P6 Professional Only)
        • Assign Toolbar
        • Bottom Layout Toolbar
        • Dictionaries Toolbar
        • Display Toolbar
        • Edit Toolbar
        • Enterprise Toolbar
        • Find Toolbar
        • Layout Toolbar
        • Move Toolbar
        • Print Toolbar
        • Project Toolbar
        • Publish Toolbar
        • Reports Toolbar
        • Standard Toolbar
        • Tools Toolbar
        • Top Layout Toolbar
    • 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
      • Define how to display codes
      • Enter email settings
      • Set wizard options
      • Change my password
      • Set startup options
      • Select Startup Filters
      • Load resource summary data at startup
      • Select calculation options for resource and role assignments
    • Working with Projects
      • Projects
      • Create a project
      • Open a project
      • Specify a default project
      • Define a what-if project
      • Commit data to the database
      • Refresh data
      • Copy and paste a project
      • Close a project
      • Delete a project
    • Using Portfolios
      • Portfolios
      • Create a portfolio
      • Add projects to a portfolio
      • Add users to a portfolio
      • Remove projects from a portfolio
      • Change a portfolio name
      • Change the current portfolio
      • Delete a portfolio
      • View portfolio details
  • 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
      • Delete an EPS node or project
      • Copy an EPS node or project
    • 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
      • Determine a WBS element's status
      • Change the work breakdown structure chart display
      • Change the work breakdown structure table display
      • Move around the WBS chart
      • Copy and paste a work breakdown structure element
      • Cut and paste a work breakdown structure element
      • Define earned value settings for a specific work breakdown structure element
      • Delete a work breakdown structure element
    • Working with and defining the OBS
      • Organizational breakdown structure (OBS) overview
      • Setting up the OBS
      • View the OBS
      • OBS security
      • Add an OBS element
      • Assign an OBS element to a WBS element
      • Edit an OBS element
      • Copy and paste an OBS element
      • Cut and paste an OBS element
      • Delete an OBS element
      • View the OBS chart display
      • Change the OBS chart display
      • Move around the OBS chart
      • Change the OBS chart information
      • Assign responsibility for an issue
      • Assign responsibility for threshold-generated issues
    • Defining Project, Resource, and Activity Codes
      • Project Codes
        • Project codes and values
        • Create project codes
        • Create project code values
        • Assign project codes and values
        • Edit project codes
        • Edit project code values
        • Delete project codes
        • Delete project code values
      • Resource Codes
        • Resource codes
        • Create resource codes
        • Create resource code values
        • Assign resource codes and values
        • Edit resource codes
        • Edit resource code values
        • Delete resource codes
        • Delete resource code values
      • Role Codes
        • Role codes
        • Create role codes
        • Create role code values
        • Assign role codes and values
        • Edit role codes
        • Edit role code values
        • Delete role codes
      • Activity Codes
        • Activity codes and values
        • Assign activity codes and values to activities
        • Change activity code value assignments
        • Remove activity codes and values from activities
        • Defining Global Activity Codes and Values and Values Colors
          • Create global activity codes
          • Create global activity code values
          • Assign color to global activity code value
          • Edit global activity codes
          • Edit global activity code values
          • Edit color of global activity code value
          • Delete global activity codes
          • Delete global activity code values
        • Defining Project Activity Codes and Values and Values Colors
          • Create project-level activity codes
          • Create project-level activity code values
          • Assign color to project-level activity code value
          • Edit project-level activity codes
          • Edit project-level activity code values
          • Edit color of project-level activity code value
          • Delete project activity codes
          • Delete project-level activity code values
          • Promote project-level activity codes and values
        • Defining EPS-level Activity Codes and Values and Values Colors
          • Create EPS-level activity codes
          • Create EPS-level activity code values
          • Assign color to EPS-level activity code value
          • Edit EPS-level activity codes
          • Edit EPS-level activity code values
          • Edit color of EPS-level activity code value
          • Delete EPS level activity codes
          • Delete EPS level activity code values
          • Promote EPS-level activity codes and values
    • 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
        • Create a shared resource calendar
        • Create a personal resource calendar
        • Edit a resource calendar
        • Edit your personal resource calendar
        • Delete a resource calendar
        • View resource calendar assignments
        • Convert a shared resource calendar to a personal resource calendar
        • Convert a personal resource calendar to a shared resource calendar
    • Defining Resources and Roles
      • Resources
        • Resources
        • Add a resource
        • Adding resources using a wizard
        • View resources
        • Define resource shifts
        • Assign shared resource calendars to resources
        • Create and assign a personal resource calendar
        • Copy and paste a resource
        • Cut and paste a resource
        • Display resource details
        • Edit resource information
        • Delete a resource
        • Enter comments about resources
        • Specify the resource type for resources
        • Specify the unit of measure for material resources
        • Change Resources tab columns
        • Specify how resources report hours
        • Collaborate with resources and enter activity feedback
        • Having a discussion with team members
        • Enter multiple resource prices over time
        • Calculating cost when using multiple resource rates
      • Roles
        • Roles
        • Add a role
        • Change the proficiency of a role
        • Define price/unit rates for roles over time
        • Define role limits over time
        • Assign roles to activities
        • Assign roles to resources from the Resources window
        • Assign roles to resources from the Roles dialog box
        • Delete a role
        • Remove roles from activities
        • Remove roles from resources in the Resources window
        • Remove roles from resources in the Roles dialog box
        • View roles
    • Defining Resource Curves
      • Resource curves
      • Add a resource curve
      • Delete a resource curve
  • 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
    • Set activity ID options
    • Set the default price for activities
    • Set the default rate type for resource assignments
    • Set the project default activity type
    • Set the project default activity duration type
    • Set the project default activity percent complete type
    • Set the project default activity calendar
    • Set the project default cost account
    • Set the float time for identifying critical activities
  • 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
      • Adding activities using a wizard
      • Define activity types
      • Define activity duration types
      • Define activity percent complete types
      • Assign a calendar to an activity
      • Change an activity's cost breakdown structure assignment (P6 EPPM Only)
      • Change an activity's work breakdown structure assignment
      • 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
      • Designating an activity owner (P6 EPPM Only)
      • Delete an activity
      • 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
      • Cut and paste activities in the Activity Table
      • Cut 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
      • Change predecessor relationships
      • Change successor relationships
      • Edit relationships in the Gantt Chart
      • Edit relationships in the Activity Network
      • Change Predecessors tab columns
      • Change Successors tab columns
      • Delete relationships in the Gantt Chart
      • Delete relationships in the Activity Network
      • Remove predecessor relationships
      • Remove successor relationships
      • Viewing activity relationships
        • View activity relationships in the Activity Table
        • View activity relationships in Activity Details
        • View activity relationships in the Gantt Chart
        • View activity relationships in the Activity Network
        • View activity relationships in Trace logic
    • Assigning Resources and Roles to Activities
      • Assign resources to activities
      • Assign resources to activities by role
      • Associate a primary resource with an activity
      • Remove resources from activities
      • Replace resources assigned to activities
      • 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
      • Assign a curve to a resource or role assignment
      • Remove a curve from a resource or role assignment
    • Manually Planning Future Period Assignments
      • Future period bucket planning
      • Future period bucket planning FAQ
        • General questions - Future period bucket planning FAQ
        • Troubleshooting - Future period bucket planning FAQ
        • Getting Started - Future period bucket planning FAQ
        • Application settings - Future period bucket planning FAQ
        • Entering and editing data in future period buckets - Future period bucket planning FAQ
        • Deleting, copying, and pasting future period bucket data - Future period bucket planning FAQ
        • Updating projects - Future period bucket planning FAQ
        • Adding, deleting, or replacing assignments - Future period bucket planning FAQ
        • Importing and exporting data - Future period bucket planning FAQ
        • Miscellaneous - Future period bucket planning FAQ
      • Create a future period bucket planning layout
      • Manually enter future period assignment values
      • How do user preference settings affect manual future period planning?
      • Here are some other considerations - Export projects to a Microsoft Project file
      • How - Select calculation options for resource and role assignments topic
    • Adding Expenses and Entering Cost Information for Activities
      • Expenses
        • Expenses
        • Add expenses
        • Add expenses from the Activities window
        • Change expenses tab columns
        • 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
        • Copy and paste expenses
        • Cut and paste expenses
        • Delete expenses
        • Delete expenses from the Activities window
        • Change the expense categories display
      • Cost Accounts
        • Cost accounts
        • Create a cost account hierarchy
        • Edit a cost account
        • Delete a cost account
        • Copy and paste cost accounts
        • Cut and paste cost accounts
        • Set the project default cost account
    • Adding Activity Steps
      • Activity steps
      • Add steps to activities
      • Update activity steps
      • Add weights to steps
      • Remove steps from activities
      • Creating and Assigning Activity Step Templates
        • Activity step templates
        • Create activity step templates manually
        • Convert steps into an activity step template
        • Assign activity step templates to activities
    • Assigning Notebooks to Activities
      • Assign notebooks to activities
      • Remove notebooks from activities
  • Managing Projects
    • 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
      • Print budget reports
    • Creating Baselines
      • Baselines
      • Create a baseline
      • Create a baseline type
      • Assign a baseline type
      • Assign baselines to projects
      • Copy a baseline
      • Update a baseline
      • Modify a baseline manually
      • Delete a baseline
    • Updating Projects
      • Updating the schedule
      • Update progress for all activities
      • Update progress for individual activities
      • Progress Spotlight
      • Update progress for spotlighted activities
      • 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
    • Creating and Using Reflections
      • What is a reflection
      • Creating and using reflections
      • Create a Reflection
      • Printing a reflection difference report
      • Merging a Reflection with the Source project
      • Using Reflection projects and Activity Owner features to collect and review activity status (P6 EPPM Only)
      • Frequently asked questions about reflections
    • Scheduling Projects
      • Scheduling projects
      • Scheduling "nondriving" resource assignments
      • Types of constraints
      • Using the data date
      • Define critical activities
      • Shortening the critical path
      • Analyzing the schedule using multiple critical float paths
      • Calculate multiple float paths
      • Schedule a project
      • Schedule a project automatically
      • Enter activity constraints
      • Change the data date
      • Choose a calendar for relationship lag
    • Leveling Resources
      • Leveling resources
      • Leveling priority definitions
      • Specify leveling priorities
      • Level resources
      • Level selected resources
      • Limit resource leveling
      • Level resources automatically
      • Leveling resources on Task, Resource Dependent, and WBS summary activities
    • Adding and Assigning Issues
      • Issues
      • Add an issue
      • Assign responsibility for an issue
      • Assign a tracking layout to an issue
      • Assign an issue to a resource
      • Assign an issue to an activity
      • Change an issue's status
      • Track the duration of an issue
      • Delete an issue
      • Send Email 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
      • Delete a threshold
      • Disable or enable a threshold
      • View threshold issue details
      • Delete a threshold issue
    • 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)
      • Deleting a risk (P6 Professional Only)
      • Modifying a risk (P6 Professional Only)
      • Removing risk assignments from activities (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
      • Identify a work product or document as a deliverable
      • Display work product and document details in the WPs and Docs 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
      • Assign work products and documents to a WBS element from the Work Breakdown Structure window
      • Remove work product and document assignments from the WPs and Docs window
      • Remove work product and document assignments from the Activities window
      • Remove work product and document assignments in the Work Breakdown Structure window
      • Open a work product or document from the Work Products and Documents window
      • Open a work product or document from the Activities window
      • Open a work product or document from the Work Breakdown Structure window
      • Delete work product or document records
      • Display work product and document details in the Activities window
  • Customizing Activity Layouts
    • Overview
      • Open a layout
      • Create a new activity layout
      • Save a layout in the Activities or Resource Assignments window
      • Save a layout in the Projects or Work Breakdown Structure window
      • Save a layout as a project layout
      • Delete a layout
      • Expand or contract the visible area of a timescaled layout
      • Zoom in and out of a timescaled layout
      • Change the display timeperiod for a timescaled layout
      • Customize Activity Details
      • Add line numbers
    • 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
      • Change a Gantt Chart bar's style - under Gantt Chart
      • Change a Gantt Chart bar's timescale - under Gantt Chart
      • Move to a specific activity in the 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
      • Display all curtain attachments in the 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
      • Move around in the Activity Network
      • Customize the Activity Network layout
      • Reorganize the Activity Network layout
      • View Activity Network Activity Details
      • Customize the activity box layout
      • Change activity box fonts and colors
      • Select the activity box layout
      • Save and Open an Activity Network Layout
    • Trace Logic
      • Trace Logic
      • Display Trace Logic
      • Move around in Trace Logic
      • Set Trace Logic preferences
    • 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
        • The Resource Usage Profile
        • Display the Resource Usage Profile
        • Define the Resource Usage Profile
        • Define the Resource Usage Profile - Regular Histogram
        • Define the Resource Usage Profile - Stacked Histogram
        • View a profile of resource allocation across all projects
        • View a profile of resource allocation for a specific project
        • Show or hide resource limits in the Resource Usage Profile
        • Show or hide resource overallocation in the Resource Usage Profile
        • Show or hide resource availability in the Resource Usage Profile
        • Show or hide overtime information in the Resource Usage Profile
        • Filter activities according to the Resource Usage Profile
        • Show or hide the profile legend
    • Activity Usage and Resource Usage Spreadsheets
      • Activity Usage Spreadsheet
        • The Activity Usage Spreadsheet
        • Display the Activity Usage Spreadsheet
        • Customize Activity Usage Spreadsheet columns
        • Select Activity Usage Spreadsheet fields
      • Resource Usage Spreadsheet
        • The Resource Usage Spreadsheet
        • Display the Resource Usage Spreadsheet
        • Display roles in the Resource Usage Spreadsheet
        • Select resources or roles for the Resource Usage Spreadsheet
        • View a spreadsheet of resource allocation across all projects
        • View a spreadsheet of resource allocation for a specific project
        • View a spreadsheet of resource overallocation across all projects
        • Filter activities according to the Resource Usage Spreadsheet
        • Customize Resource Usage Spreadsheet columns
        • Select Resource Usage Spreadsheet fields
        • Resize the panes of the Resource Usage Spreadsheet
        • Group and sort Resource Usage Spreadsheet columns in the Activities window
        • Group and sort Resource Usage Spreadsheet columns in the Resource Assignments window
        • Copy and paste resource spreadsheet data to Microsoft Excel
  • Tracking Projects
    • Overview
      • Tracking
      • Tracking layouts
      • 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
      • Expand all information in a tracking layout
      • Collapse all information in a tracking layout
      • Hide or show the bottom window in a tracking layout
      • Hide or show the top window in a tracking layout
      • Hide or show the left columns in a tracking layout
      • Change the table font, color, and row height used in a tracking layout
      • Define columns for a tracking layout
      • Modify a column's title, width, and alignment
      • Filter a tracking layout
      • Group and sort a tracking layout using standard settings
      • Group and sort a tracking layout using custom settings
      • Zoom in and out of a timescaled layout
      • Expand or contract the visible area of a timescaled tracking layout
      • Change the display timeperiod for a timescaled tracking layout
    • Project Table
      • Project Table layouts
      • Create a Project Table
      • Customize a Project Table
    • Project Bar Chart
      • Project Bar Charts
      • Create a Project Bar Chart
      • Customize a Project Bar Chart
      • Specify Project Bar Chart data and display options
      • View bar details in a Project Bar Chart
    • Project Gantt/Profile and Resource Analysis
      • Project Gantt/Profiles
      • Resource Analysis layouts
      • Using Resource Analysis forecasting to dynamically level resources
      • Resource Explorer window
      • Specify how resources are listed in the Resource Explorer window
      • Create a Project Gantt/Profile
      • Display project data as a profile or spreadsheet
      • Customize a Project Gantt/Profile
      • Create a Resource Analysis tracking layout
      • Display resource data as a profile or spreadsheet
      • Customize a Resource Analysis layout
      • Group and sort resources in the Resource Explorer window
      • Filter resources in the Resource Explorer window
      • Working with the Gantt Chart
        • Specify Gantt Chart bar data and display options
        • Add or modify a Gantt Chart bar filter
        • Assign a filter to a Gantt Chart bar
        • 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
        • Show or hide a Gantt Chart's legend
        • Delete a bar from a Gantt Chart
      • Working with the Profile and Spreadsheet
        • Select spreadsheet data fields
        • Modify a spreadsheet field title in a tracking layout
        • Show or hide resource availability in a profile
        • Show or hide resource limits and overallocation in a profile
        • Show or hide resource overtime in a profile
        • Display past period actuals in a profile
        • Dynamically level resources
        • Change a profile's background lines
        • Show or hide a profile legend
        • Specify a project profile's data, filter, and display options
        • Specify a resource profile's data and display options for a regular histogram
        • Specify a resource profile's data and display options for a stacked histogram
        • Why are some spreadsheet cells gray?
  • Grouping, Filtering, and Summarizing Data
    • Grouping and Sorting
      • Grouping activities by field
      • Grouping by hierarchy
      • Grouping activities by WBS path
      • Sorting
      • Setting Page Breaks by Group Band
      • Group activities by field
      • Group activities by hierarchy
      • Group activities by WBS path
      • Sort activities
      • Remove activity groupings
      • 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
    • 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
      • Summarizing activity data
      • How data is summarized
      • Collapse or expand grouped data
      • Collapse or expand all groups in a layout
      • Show a grand total
      • Display summary data when grouping
  • 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
    • Remove activity or tracking layouts from a Project Web site
    • Remove reports from a Project Website
    • Delete a Project Website scheme
  • Tools
    • Launching External Applications
      • Open external applications from the Tools menu
    • P6 Visualizer
      • P6 Visualizer overview
      • Launching P6 Visualizer from P6 Professional
    • Summary Service
      • Viewing summary project information
      • Rolling up data with the summary service
      • Set a project's summarization options
      • Set global summarization options (P6 Professional Only)
      • Summarize project data
      • Select a baseline for summarization
    • Job Services (P6 Professional Only)
      • Automating processes with Job Services (P6 Professional Only)
      • Configure a job service (P6 Professional Only)
    • Global Change
      • Global change
      • Global change conditions
      • Change data globally
      • Add an If statement
      • Add Then and Else statements
      • Edit a statement
      • Rearrange Global change statements
      • Cut, copy, or paste a statement
      • Search for blank fields
      • Preview Global Change in a report
      • Delete a statement
      • Combine text fields
      • Copy and paste a specification
      • Delete a specification
      • Export a Global Change specification
      • Global change functions
      • Import a Global Change specification
      • Operators and valid calculations
      • Use arithmetic with Global change
      • Use date arithmetic
      • Assign a day of the week to a date
    • Store Period Performance
      • Store Period Performance
      • Post actual amounts for a period
      • Edit past period actual data
      • View past period actual data in spreadsheets
    • Auto-Reorganization
      • Reorganizing window data automatically
      • Enable or disable auto-reorganization
    • 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)
  • Administration
    • Managing Personal Information in P6 Professional
      • About Consent Notices
        • About Personal Information
        • Cookies Usage in P6 Professional
      • Your Responsibilities
        • Personal Information (PI) Data in P6 Professional
        • Configuring Consent Notices (P6 Professional Only)
        • Auditing Consent Notices (P6 Professional Only)
    • Defining Administrative Preferences (P6 Professional Only)
      • Administrative preferences (P6 Professional Only)
      • Define invalid file types for upload (P6 Professional Only)
      • Define Clickable Websites
      • Change the global code separator (P6 Professional Only)
      • Set the week start day (P6 Professional Only)
      • Set a default activity duration (P6 Professional Only)
      • Define maximum hierarchy levels (P6 Professional Only)
      • Define maximum project activity codes (P6 Professional Only)
      • Define maximum baselines (P6 Professional Only)
      • Define maximum ID lengths (P6 Professional Only)
      • Set default workhours (P6 Professional Only)
      • Set abbreviations for displaying time (P6 Professional Only)
      • Define default earned value settings (P6 Professional Only)
      • Set global summarization options (P6 Professional Only)
      • Set the Online Help location (P6 Professional Only)
    • Set the Industry Type (P6 EPPM Only)
    • Setting the Industry Type
    • Installing Local Copies of P6 Professional and Visualizer Help
    • Defining Administrative Categories (P6 Professional Only)
      • Administrative categories (P6 Professional Only)
      • Baseline Types (P6 Professional Only)
        • Create a baseline type
        • Edit a baseline type (P6 Professional Only)
        • Delete a baseline type (P6 Professional Only)
      • Expense Categories (P6 Professional Only)
        • Create expense categories (P6 Professional Only)
        • Rename expense categories (P6 Professional Only)
        • Delete expense categories (P6 Professional Only)
      • WBS Category (P6 Professional Only)
        • Edit the WBS category (P6 Professional Only)
        • Create WBS category values (P6 Professional Only)
        • Assign WBS Category values (P6 Professional Only)
        • Change WBS category values (P6 Professional Only)
        • Delete WBS category values (P6 Professional Only)
      • Document Categories (P6 Professional Only)
        • Create document categories (P6 Professional Only)
        • Rename document categories (P6 Professional Only)
        • Delete document categories (P6 Professional Only)
      • Document Statuses (P6 Professional Only)
        • Create a document status (P6 Professional Only)
        • Change document status names (P6 Professional Only)
        • Delete a document status (P6 Professional Only)
      • Risk Categories (P6 Professional Only)
        • Create risk categories (P6 Professional Only)
        • Edit risk categories (P6 Professional Only)
        • Delete risk categories (P6 Professional Only)
      • Notebook Topics (P6 Professional Only)
        • Create notebooks (P6 Professional Only)
        • Change notebook names (P6 Professional Only)
        • Delete notebooks (P6 Professional Only)
      • Units of Measure (P6 Professional Only)
        • Define the units of measure for material resources (P6 Professional Only)
        • Delete Units of Measure (P6 Professional Only)
    • Defining Currencies (P6 Professional Only)
      • Currencies (P6 Professional Only)
      • Add a view currency (P6 Professional Only)
      • Define a base currency (P6 Professional Only)
    • Managing Financial Periods (P6 Professional Only)
      • Financial Periods (P6 Professional Only)
      • Create a financial period calendar (P6 Professional Only)
      • Create a financial period (P6 Professional Only)
      • Create a batch of financial periods (P6 Professional Only)
      • Delete a financial period (P6 Professional Only)
    • Managing User Security (P6 Professional Only)
      • Setting up user security (P6 Professional Only)
      • Module access (P6 Professional Only)
      • Security profiles
      • Global profiles
        • Global Privilege Definitions (P6 Professional Only)
      • Project profiles
        • Project Privilege Definitions (P6 Professional Only)
      • Add new users (P6 Professional Only)
      • List number of users having access to P6 Professional (P6 Professional Only)
      • Change user security profiles (P6 Professional Only)
      • Change user passwords (P6 Professional Only)
      • Enable or disable user access to P6 Professional (P6 Professional Only)
      • Remove users (P6 Professional Only)
      • Create global profiles (P6 Professional Only)
      • Assign global profiles (P6 Professional Only)
      • Change global profiles (P6 Professional Only)
      • Delete global profiles (P6 Professional Only)
      • Create project profiles (P6 Professional Only)
      • Assign project profiles (P6 Professional Only)
      • Change project profiles (P6 Professional Only)
      • Delete project profiles (P6 Professional Only)
    • Managing Resource Security (P6 Professional Only)
      • Introduction to Resource Security
      • Implementing Resource Security (P6 Professional Only)
      • Enable Resource Security (P6 Professional Only)
      • Disable Resource Security (P6 Professional Only)
      • Displaying Resource Access Information (P6 Professional Only)
      • Change Resource Security (P6 Professional Only)
    • Managing EPS-level Activity Code Security (P6 Professional Only)
      • Set up security for EPS-level activity codes (P6 Professional Only)
      • Global and project privileges for EPS-level activity code security (P6 Professional Only)
  • Reference
    • Working with remote projects
      • Managing remote projects
      • Check out a project to XML
      • Check out a project to P6 Pro Local Database
      • View the check-out status of a project
      • Modify check in update options for an XML file
      • Check in a project from XML
      • Check in a project from P6 Pro Local Database
    • Working with multiple projects
      • Single-project mode versus multiproject mode
      • Details on how project elements are handled in multiproject mode
    • Working With Oracle Primavera Cloud (P6 EPPM Only)
      • Exchanging data with Oracle Primavera Cloud using Primavera Gateway (P6 EPPM Only)
    • Primavera Cache Service (P6 EPPM Only)
      • Primavera.CacheService.exe for Cloud
      • Logging On and Creating a Local Cache for Cloud
      • Synchronizing Data Between the Local Cache and the Cloud Connect Database for Cloud
      • Working Offline
        • Guidance and Best Practice for Working Offline
      • Operations that are Not Cached for Cloud
    • Linking Primavera Unifier data (P6 EPPM Only)
      • Link a project with a Primavera Unifier Project (P6 EPPM Only)
      • Exchanging data with Primavera Unifier using Schedule Sheet Integration
      • Exchanging data with Primavera Unifier using Summary Sheet Integration
      • Exchanging data with Primavera Unifier using Activity Sheet Integration
    • Moving EPS-level activity codes
    • Using Undo
    • Cookies Policy P6 Professional
  • Copyright