- Welcome
- Getting Started
- About Consent Notices
- 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
- Copy and paste a range of cells
- 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 Menus
- Menu, Toolbar, and Icon Reference
- Menu bar
- 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
- Using Portfolios
- Structuring Projects
- Setting up and starting to work with the EPS
- 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
- Resource Codes
- 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
- 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
- Defining Calendars
- Calendars
- Defining default hours per time period in calendars
- Project Calendars
- Global Calendars
- 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
- 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
- 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
- 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
- Adding Activity Steps
- Assigning Notebooks to Activities
- Managing Projects
- Budgeting
- Creating Baselines
- 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
- Showing activity critical paths
- Schedule a project
- Schedule a project automatically
- Enter activity constraints
- Change the data date
- Choose a calendar for relationship lag
- Checking Schedules
- Leveling Resources
- 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
- 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
- Open two layouts side-by-side
- 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
- 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
- Activity Usage and Resource Usage Profiles
- Activity Usage Profile
- 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
- 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 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
- Summarizing
- 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
- P6 Visualizer
- Summary Service
- Job Services (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
- Auto-Reorganization
- Performing Top-down Estimation (P6 Professional Only)
- Administration
- Managing Personal Information in P6 Professional
- 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)
- Expense Categories (P6 Professional Only)
- WBS Category (P6 Professional Only)
- Document Categories (P6 Professional Only)
- Document Statuses (P6 Professional Only)
- Risk Categories (P6 Professional Only)
- Notebook Topics (P6 Professional Only)
- Units of Measure (P6 Professional Only)
- Defining Currencies (P6 Professional Only)
- Managing Financial Periods (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
- Project profiles
- 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)
- Managing EPS-level Activity Code Security (P6 Professional Only)
- Reference
- Working with remote projects
- Working with multiple projects
- Working With Oracle Primavera Cloud (P6 EPPM Only)
- Primavera Cache Service (P6 EPPM Only)
- Linking Primavera Unifier data (P6 EPPM Only)
- Moving EPS-level activity codes
- Using Undo
- Cookies Policy P6 Professional
- Copyright