There are eleven main windows in P6 Professional. You can open as many windows as necessary; each open window displays as a tab below the active tab title bar, which is just below toolbar area. To navigate between open windows, click the appropriate tab. To close a window, click the x to the right on the active tab title bar.
The name of the currently active window appears in the active tab title bar below the toolbar area. Some menu commands and toolbar icons pertain only to specific windows, so the currently active window, as well as the layout currently displayed in the active window, determines which menu commands and toolbar icons are enabled and disabled.
In each main window, you can use the Display or Layout Options bar, which appears at the top left of each window's workspace, to customize your view of global and project data. For example, you can show window details; customize table columns; group, sort, and filter data; customize fonts and colors; expand or collapse all grouped data; set layout options; and more.
Tip
- You can also access all of the functionality available in the Display or Layout Options bar from toolbars and menus.
Opening windows
Global (Enterprise) data windows
The following windows display enterprise-level (global) data. You can open each of these windows from the Enterprise toolbar or Enterprise menu except where noted.
- Projects window — Use to globally review the global enterprise project structure (EPS), and to work with individual projects.
- Resources window — Use to add or modify your organization's resources.
- Reports window — Use to product reports for all projects or the open project. To open the Reports window, choose Tools, Reports, Reports.
- Tracking window — Use to display and create tracking layouts for the open project.
Project-specific data windows
The following windows display project-level data. You can open each of these windows from the Project toolbar or Project menu.
- Work Breakdown Structure window — Use to add or modify the open project's work breakdown structure (WBS).
- Activities Window — Use to work with activities in the open project.
- Resource Assignments window — Use to view, add, and delete resources assigned to activities.
- WPs and Docs window — Use to create and assign work products and documents for the open project.
- Project Expenses window — Use to work with expense items for the open project.
- Project Thresholds window — Use to add or delete thresholds for the open project.
- Project Issues window — Use to add or delete issues for the open project, review issue history, and notify other team members of issues.
- When connected to a P6 Professional database: Risks view — Use to add, delete, or calculate risks for the open project.
Closing windows
Windows that display enterprise-level (global) data remain open until you close them. Windows that display project-level data also remain open until you close them; however, project-level windows close automatically when you close all open projects.
To close a window, select the tab and then click the X in the active tab title bar.
Tips
- You can choose the window you want to display by default when you launch the module.
- Window tabs are displayed in the order in which you opened them. To change the display order of window tabs, select a tab, then drag it to the appropriate location.