Enterprise Toolbar

Use the Enterprise toolbar to access windows and dialog boxes in which you can view, add, edit, and delete enterprise-level data, such as the EPS, resources, roles, and reports. This toolbar is displayed by default.

The following table provides information about each available icon on the toolbar.

Icon

Function

Displays by default?

Corresponding menu command

Opens the Projects window.

When connected to a P6 Professional database: Use the Projects window to set up the EPS, add new projects and manage multiple projects.

When connected to a P6 EPPM database: Use the Projects window to add new projects and manage multiple projects.

Yes

Enterprise > Projects

Opens the Resources window. Use the Resources window to maintain both your organization's resource hierarchy and individual resource information.

Yes

Enterprise > Resources

Opens the Reports window. Use the Reports window to create, edit, run, delete, import, and export global and project reports.

Yes

Tools > Reports

Opens the Tracking window. Use the Tracking window for monitoring a project's progress using different types of layouts.

Yes

Enterprise > Tracking

This icon appears only when P6 Professional is connected to a P6 Professional database.

Opens the Enterprise Project Structure (EPS) dialog box. Use the Enterprise Project Structure (EPS) dialog box to define the EPS—the hierarchical structure of your database of projects.

No

Enterprise > Enterprise Project Structure

Opens the Project Portfolios dialog box. Use the Project Portfolios dialog box to add, edit, and delete portfolios.

No

Enterprise > Project Portfolios

Opens the Roles dialog box. Use the Roles dialog box to add, edit, and delete roles. You can also use the Roles dialog box to assign roles to resources, define up to five price/unit rates for each role, and specify role availability over time.

No

Enterprise > Roles

This icon appears only when P6 Professional is connected to a P6 Professional database.

Opens the Organizational Breakdown Structure dialog box. Use the Organizational Breakdown Structure dialog box to create, view, and edit the organizational breakdown structure (OBS). You can also use this dialog box to view a list of users who can access an OBS element's project information.

No

Enterprise > OBS

Tips

Related Topics

Customizing toolbars

Projects

Resources

Tracking

Enterprise Project Structure overview

Portfolios

Roles

Organizational breakdown structure (OBS) overview



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Last Published Thursday, January 12, 2023