• What's New in P6 EPPM
  • About Oracle Primavera P6 Enterprise Project Portfolio Management
  • Working with the Oracle Primavera P6 EPPM Suite
    • About P6
    • About P6 Team Member
    • About P6 Mobile Apps
    • About Oracle WebCenter Content Core Capabilities
    • About P6 Professional
    • About Reporting Software
    • About Primavera Data Warehouse
    • About Analytics
    • About the Oracle Business Process Management Suite
    • About the P6 Integration API
    • About P6 EPPM Web Services
  • About Consent Notices
    • Viewing Your PI Data in P6
    • Cookies Usage in P6 EPPM
      • Cookies Usage in P6
      • Cookies Usage in P6 Team Member Web
      • Cookies Usage in P6 Professional
  • Structuring Projects
    • Process Overview: Structuring Data in P6 EPPM
    • Setting Up the Organizational Breakdown Structure
      • About the OBS
        • Creating an OBS
        • Assigning Users to an OBS
    • Defining Resources and Roles
      • About Roles
      • Creating Roles
      • Assigning a Resource to a Role
      • Assigning a Role Team to a Role
      • About Role Teams
      • Creating Role Teams
      • Assigning a Role to a Role Team
      • About Resources
      • Adding Resources
      • Assigning a Role to a Resource
      • Assigning a Resource Team to a Resource
      • Configuring Resource Settings
      • Assigning Calendars to Resources
      • Configuring Timesheet Reporting for Resources
        • Configuring Resource Settings for Timesheet Reporting
      • Assigning Resource Codes
      • Assigning Resource Rates
      • Assigning Role Codes
      • Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page
      • About Resource Teams
      • Creating Resource Teams
      • Assigning a Resource to a Resource Team
    • Setting Up The Work Breakdown Structure
      • About Work Breakdown Structures (WBS)
        • Working with WBS Elements
        • Creating a WBS
        • Creating a WBS from a Template
        • Configuring General WBS Information
        • Defining Earned Value Calculations for WBS Elements
        • Working with WBS Milestones
        • Working with WBS Categories
    • Establishing Project Codes
      • About Project Codes
      • Working with Project Codes
      • Creating Project Codes
      • Creating Project Code Values
      • Assigning Project Codes
    • User-Defined fields
      • About User Defined Fields
        • Creating Activity UDFs
        • Creating Assignment UDFs
        • Creating Document UDFs
        • Creating Expense UDFs
        • Creating Issue UDFs
        • Creating Project UDFs
        • Creating Resource UDFs
        • Creating Risk UDFs
        • Creating Step UDFs
        • Creating WBS UDFs
        • Defining Formulas for User Defined Fields
        • Defining Indicators for User Defined Fields
        • Defining Statements for User Defined Fields
    • About Calendars
      • Working with Calendars
      • Creating Global Calendars
      • Configuring Global Calendars
        • Setting Work Hours Per Time Period for Global Calendars
        • Configuring the Standard Work Week for Global Calendars
        • Modifying Calendar Days on Global Calendars
        • Setting the Default Global Calendar
      • Creating Project Calendars
      • Configuring Project Calendars
        • Assigning a Base Calendar to a Project Calendar
        • Setting Work Hours Per Period for a Project Calendar
        • Configuring the Standard Work Week for Project Calendars
        • Modifying Calendar Days on Project Calendars
        • Changing a Project Calendar to a Global Calendar
      • Creating Resource Calendars
      • Configuring Resource Calendars
        • Assigning a Base Calendar to a Resource Calendar
        • Assigning a Resource to a Resource Calendar
        • Setting Work Hours Per Time Period for a Resource Calendar
        • Configuring the Standard Work Week for Resource Calendars
        • Modifying Calendar Days
        • Changing the Calendar Type
  • Setting Up the Enterprise Project Structure
    • About the Enterprise Project Structure (EPS)
      • Working with the EPS
      • Creating EPS Elements
      • Configuring the EPS
    • About Projects
      • Working with Projects
      • Creating Projects
      • Assigning Locations to Projects
      • Creating Projects from Existing Projects or Templates
      • Creating Project Templates from Existing Projects or Templates
      • Deleting Projects or EPS Elements
      • Opening Projects or Templates in the EPS
      • Opening Projects Exclusively
      • Removing the Exclusive Lock on Projects
      • Customizing Detail Windows
    • Configuring Project Preferences
      • Configuring History Settings for Analytics
      • Configuring Project Calculations
      • Configuring Project Defaults
      • Configuring General Project Preferences
      • Configuring Project Summarization and Publication Services
      • Configuring P6 Team Member Status Update Reviews
      • Configuring P6 Team Member View Preferences
      • Configuring Project Preferences for Multiple Projects
    • About Project Templates
      • Working with Project Templates
      • Creating Project Templates
  • Implementing the Schedule
    • About Activities
      • Working with Activities
      • Creating Activities
      • Copying and Pasting Activities
      • Configuring General Activity Information
      • Assigning Locations to Activities
      • About Suspending and Resuming Activities
      • Dissolving Activities
      • Recalculating Assignment Costs
    • About Activity Networks
      • Working with the Activity Network
    • About Activity Types
    • About Activity Views
      • Working with Activity Views
      • Creating Activity or EPS Views
      • Exporting Views
      • Importing Views
      • Configuring Activity Views
        • Configuring Activity View Columns
        • Configuring Activity View Grouping
          • Configuring Activity View Sorting
        • Configuring Activity View Gantt Chart Bars
        • Configuring Activity View Gantt Chart
        • Configuring Activity Network
        • Configuring Activity View Access
        • Converting Classic Views to Standard Views
      • Configuring Activity View Filters
        • Applying Filters
        • Creating Filters
        • Configuring Filters
    • About the Activity Table and Grid View
    • About WBS Summary Activities
    • Establishing Activity Codes
      • About Activity Codes
      • Working with Activity Codes
        • Creating Activity Codes
        • Creating Activity Code Values
        • Configuring Activity Code Values
        • Assigning Activity Code Values to Activities
        • Creating Activity Code Values for Activities
    • About Gantt Charts
      • Working with the Activity Gantt Chart
      • Configuring Gantt Charts
    • About Progress Spotlight
    • About Progress Lines
    • About Grouping and Sorting
      • Grouping and Sorting Information
    • About Activity Owners
      • Assigning an Activity Owner to an Activity
    • About Resources
      • Assigning Resources to an Activity
      • Assigning Resources to Multiple Activities
      • Configuring Activity Resources
      • Assigning Locations to Resources
      • Adding Activity Resource Estimates
      • Specifying Resource Assignment Rates
      • Assigning Resource Curves to Resource or Role Assignments from the Activities Page
      • Assigning Resources to Unstaffed Activities
      • About the Recalculate Assignment Costs Feature
        • Recalculating Assignment Costs
      • Configuring Resource Leveling Options and Priorities
      • Leveling Project Resources
      • About the Check Resource Overallocation Service
        • Working with the Check Resource Overallocation Service
        • Checking for and Resolving Overallocated Resources
      • About Resource Assignments
        • Assigning Resources to an Activity
        • Configuring Activity Resources
        • Specifying Resource Assignment Rates
        • Adding Activity Resource Estimates
    • About Roles
      • Assigning Roles to an Activity
      • Assigning Roles to Multiple Activities
      • Configuring Activity Roles
    • About Expenses
      • Creating Expenses
      • Configuring Expenses
      • Configuring Auto Compute Actuals for Expenses
    • About Activity Progress
      • Updating the Progress of Activities Using P6
    • About Duration Types
      • Working with Duration Types
    • About Constraints
      • Working with Activity Constraints
    • About Issues
      • Creating Activity Issues
      • Configuring Activity Issues
    • About Notebooks
      • Working with Notebooks
    • About Notebook Topics
      • Assigning Notebook Topics
    • About Relationships
      • About Relationship Lines
      • Creating Activity Relationships
      • Configuring Activity Relationships
      • Assigning Predecessor Relationships
      • Configuring Predecessor Relationships
      • Assigning Successor Relationships
      • Configuring Successor Relationships
    • About Risks
      • Working with Project Risks
      • Assigning a Risk to an Activity
    • About Steps
      • Working with Activity Steps
      • Creating Activity Steps
      • Configuring Activity Steps
    • About Step Templates
      • Adding Activity Steps from a Step Template
    • About Locations
      • Assigning Locations to Activities
    • About Trace Logic
      • Viewing Relationships with Trace Logic
    • About Budgets
      • Working with Budgets
      • Establishing Budgets
      • Creating Budget Change Requests
      • Approving or Denying Budget Change Requests
    • About Funding Sources
      • Working with Funding Sources
    • About Earned Value
      • Configuring WBS Earned Value
    • About Milestones
      • Creating WBS Milestones
    • About Cost Accounts
      • Creating Cost Accounts
    • About Expenses
      • Creating Expense Categories
  • Managing the Schedule
    • About Dates
      • Activity Dates
        • Start and Finish Dates
        • Planned Dates
      • Project and WBS Dates
      • Resource Dates
    • About Baselines
      • Working with Baselines
      • Creating Baselines
    • About Critical Path Activities
      • Working with Critical Activities
    • About Resource Leveling
      • Leveling Project Resources
        • Configuring Resource Leveling Options and Priorities
    • About Updating Progress
      • Working with Updating Progress in a Browser Running P6
        • Updating the Progress of Activities Using P6
      • About Email Statusing Service
        • Supporting Email Updates with Email Statusing Service
        • Updating the Progress of Activities Using Email Statusing Service
        • Email Statusing Service Activity Filter Options
      • Updating the Progress of Activities Using P6 Team Member Web
      • Updating the Progress of Activities Using the P6 Team Member Mobile Apps
      • About Timesheets
        • Working with Timesheets
        • Approving or Rejecting Timesheets
        • Sending Email about Timesheets to Resources
        • Assigning a Project Manager Delegate for Timesheets
        • Assigning a Resource Manager Delegate for Timesheets
    • About P6 Team Member Status Updates
      • Working with P6 Team Member Status Updates
      • Assigning a Status Reviewer to a WBS
      • Selecting an Activity for Review
      • Reviewing Team Member Status Updates
        • Accepting Team Member Status Updates
        • Rejecting Team Member Status Updates
        • Overriding Team Member Status Updates
        • Placing or Removing a Hold Team Member Status Updates
      • Viewing Team Member Status Updates History
    • About The Apply Actuals Feature
      • Working with the Apply Actuals Feature
      • Applying Actuals to a Project
    • About the Auto Compute Actuals Feature
      • Working with the Auto-Compute Actuals Feature
      • Applying Auto Compute Actuals to Activities
    • About Store Period Performance
      • Storing Period Performance
    • About Future Period Planning
      • Working with Future Period Planning
      • Creating a Future Period Planning Layout
      • Editing Period Values for Assignments
      • Future Period Planning: Settings
    • About Summary Data
      • Working with the Summarizer Service
      • Summarizing Projects
    • Issues
      • About Issues
        • Working with Issues
        • Creating Project Issues
        • Configuring Project Issues
        • Customizing Project Issues
        • Assigning Related Items to Issues
        • Sending Email about Issues
      • About Issue Codes
        • Assigning Issue Codes
    • Risks
      • About Risks
      • Working with Risks Enterprise Data
        • Configuring Risk Enterprise Data
        • About Risk Thresholds
        • Working with Risk Thresholds
        • Creating Risk Thresholds
        • Modifying Risk Thresholds
        • About Risk Scoring Matrices
        • Working with Risk Scoring Matrices
        • Creating Risk Scoring Matrices
        • Assigning a Risk Scoring Matrix to a Project
          • Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane
          • Assigning a Risk Scoring Matrix to a Project from the EPS Page
          • Assigning a Risk Scoring Matrix to a Project from the Portfolios Section
        • About Risk Categories
        • Creating Risk Categories
        • About Risk User Defined Fields
        • Creating Risk UDFs
        • Sharing Enterprise Risk Data with Oracle Primavera Cloud
        • Linking P6 and Oracle Primavera Cloud Applications.
          • Transferring Data Between P6 and Oracle Primavera Cloud
          • Updating Projects With Data From Oracle Primavera Cloud
      • Working with Project Risks
        • Managing Project Risks
          • Creating Project Risks
            • Adding Detailed Project-Level Risks
            • Adding Project Risks to Activities
            • Adding High-Level Project Risks
          • Assigning a Risk to an Activity
          • About Risk Response Plans
          • Working with Risk Response Plans
          • Developing a Risk Response Plan
          • Adding Risk Response Plans
          • Adding Risk Response Plan Action Items
          • Assigning Activities to Risk Response Plan Action Items
    • About Documents
      • Working with Documents without the Content Repository
        • Adding Documents to a Project without the Content Repository
        • Configuring Document Details without the Content Repository
          • Assigning Related Items to Documents without the Content Repository
        • Sending Email about Documents without the Content Repository
        • Assigning Documents to Activities
      • Working with Documents with a Content Repository
        • About the Document Content Repository
        • Creating Document Templates
        • Copying Documents from Existing Templates
        • Adding Documents to a Project and Storing Them in the Content Repository
        • Adding Documents to a Project from the Content Repository
        • Configuring Document Details
          • Assigning Related Items to Documents
        • Checking Out Documents
        • Checking In Documents
        • Sending Email about Documents
        • Creating Document Folders
        • About Document Reviews
          • Reviewing Documents
          • Creating Document Reviews
          • Participating in Document Reviews
          • Terminating Document Reviews
        • Searching for Documents
        • Viewing Documents
        • Downloading Documents
    • About Workflows
      • Working with Workflows in P6 (On Premises only)
      • Participating in Workflows
  • P6 Overview
    • Customizing the P6 User Experience
    • About the User Interface
      • Working with the P6 User Interface
        • About Screen Controls
        • Working with the Main Menus
        • About the Most Recently Used List
        • Working with Tables
        • About Columns (Fields)
          • Showing or Hiding Columns in a Table
          • Renaming Columns
          • Selecting Items from a List of Available Items
        • Working with "Select a Value" Dialog Boxes
          • Selecting Values from "Select a Value" Dialog Boxes
        • Working with Data in P6
        • Working with Detail Windows
        • About Dashboards
        • About Portlets
        • About Data Entry Controls
    • Printing Pages Using P6 Printing Tools
    • Printing Pages Using Your Web Browser
  • Managing Project Portfolios
    • About Portfolios
    • Working with Portfolios
      • Creating Portfolios
      • Opening Portfolios
      • Creating Projects While Working with Portfolios
      • Creating Projects in a Portfolio View Scorecard Portlet
      • Creating Projects on the Portfolio Analysis Page
      • Assigning Projects to a Portfolio
      • Defining Performance Thresholds
    • Portfolio Views
      • About Portfolio Views
      • Working with Portfolio Views
        • Creating Portfolio Views
      • Working with Portfolio View Scorecards
      • Working with Portfolio View Bubble Charts
      • Working with Portfolio View Pie Charts
      • Working with Portfolio View Histograms
    • About What-if Analysis
    • Capacity Planning
      • About Capacity Planning
      • Working with the Capacity Planning Page
        • Analyzing Role Allocation (Capacity Planning)
  • Copyright