Working with Projects
While it is true that you are working with project data in almost all areas of the application, P6 provides two main pages for working with projects: the EPS page and the Activities page.
By default, if no projects are open when you log on to P6 or if you are a new user, clicking Projects in the P6 navigation bar will take you directly to the EPS page as long as this page is available in your user interface view. If you do not have access to the EPS page or you navigate to another page in the Projects section, the Open Projects dialog box appears when you click Projects. Use this dialog box to open the projects you need. Once you have at least one project open, the next time you click Projects (and each time thereafter), the application automatically opens the last open project or project group.
You can always open a different project or project group from the Open Projects dialog box, the most recently used projects list in the Projects menu, or the EPS page. To access the Open Projects dialog box at any time, select Open Projects from the Projects menu.
Note: When you upgrade P6, the projects you previously had open are not lost. When you click Projects, the application will open the last open project or group of projects.
To restrict or grant access to projects and their data, you must assign project profiles to users. A project profile is a role-based profile that limits privileges to specific project data, such as baselines and the WBS. Project profiles are linked to users through one or more OBS assignments. You assign responsibilities to specific projects and work within projects by assigning OBS elements to various levels of the EPS and each project's WBS.
The combination of the user assignment to an OBS element, and the OBS assignment to the EPS/project/WBS, determines which projects and project data the user can view. For each OBS element a user is assigned to, the user's assigned project security profile (per OBS assignment) further determines the project data the user can view or edit.
Related Topics
Assigning Locations to Projects
About Importing and Exporting Projects
About Opening a Project Exclusively
Working With Primavera Unifier
Working With Oracle Primavera Cloud
Working With Primavera Gateway
Last Published Wednesday, July 10, 2024