Use the Action toolbar to perform actions such as import, export, check in, and check out.
By default, this toolbar is not displayed.
The following table provides information about each available icon on the toolbar.
Icon | Function | Corresponding menu command |
|---|---|---|
| Starts the Import wizard. Use the Import wizard to import projects, resources, or roles from other Oracle applications, Microsoft Project, or Microsoft Excel. | File > Import |
| Starts the Export wizard. Use the Export wizard to export projects, resources, or roles to other Oracle applications, Microsoft Project, or Microsoft Excel. | File > Export |
| Creates an XER export file of the open project, automatically opens your email system, and attaches the XER file to the body of the email message. The subject line of the email is automatically populated with the name of the project. This icon is enabled when you open a project. | File > Send Project |
| This icon appears only when P6 Professional is connected to a P6 EPPM database. Sends the open project to a Primavera Unifier Schedule sheet. | File > Send to Unifier |
| Starts the Check In wizard. Use the Check In wizard to check in open projects you currently have checked out. | File > Check In |
| Starts the Check Out wizard. Use the Check Out wizard to check out any open project. | File > Check Out |
| Opens the Select a Portfolio dialog box. Use the Select a Portfolio dialog box to open a portfolio. When you open a portfolio, the module closes all open projects, then displays the projects contained in the selected portfolio in the Projects window. Note: Opening a portfolio does not open the projects contained in the portfolio. You must open the projects you want to work with from the Projects window, which displays all of the projects contained in the open portfolio. | File > Select Project Portfolio |
Tips
- The import, export, check in, and check out icons on this toolbar display by default when you choose to show the toolbar.
- The icons on this toolbar do not have corresponding shortcut keys.