Activities Page

Overview

Use this page as your central project management tool for all project activities and their most important details. This includes WBS elements, activities, relationships, resource assignments, and status details. The Activities page can display schedules for a single project or group of projects you have opened. Tabbed navigation, inline editing, and a streamlined interface help you quickly update project activities.

Screen Elements

Schedule... (F9)

Opens the schedule dialog box.

Actions menu

Apply Actuals: Opens the Apply Actuals dialog box.

Define Baselines: Opens the Define Baselines dialog box.

Leveler: Opens the Level Resources dialog box.

Publish Projects: Creates a service to publish data from all open projects, including resource and role spreads.

Recalculate Assignment Costs: Opens the Recalculate Assignment Costs dialog box.

Store Period Performance: Opens the Store Period Performance dialog box.

Summarize Projects: Creates a service to summarize data from all open projects.

Auto Reorganize: Automatically moves items in the list to the appropriate list position or grouping band when they are changed.

Check Schedule:

Run Check Schedule: Opens the Check Schedule Settings tab of the Check Schedule dialog box.

View Report: Opens the Report tab of the Check Schedule dialog box.

Exchange Data:

This submenu provides options for you to exchange data with other applications. The options which appear here differ depending the applications integrated with P6 EPPM and the configuration of the integration.

Import:

Create Import Template: Enables you to create an Excel template for importing activities.

Import from Excel: Enables you to import new activities into P6 EPPM.

Open Dependent Projects: Enables you to view and open the dependent projects of the selected activity's project. An activity only has dependent projects when the activity shares a cross-project relationship to an activity in another project.

Report:

Project Checker: Opens the Project Checker Report dialog box. You must be logged in to P6 as a user with the Admin Superuser global security profile to see this menu item.

Dissolve: Removes the selected activity from the schedule and links all its predecessors to all its successors.

Link Selected Activities: Creates a relationship between the selected activities. The default relationship is Finish to Start. The link is visible on the Gantt chart.

Expand All

Expands all grouping bands to show all data items.

Collapse All

Collapses all grouping bands to the top level.

Views menu

Manage Views...: Opens the Manage Views dialog box.

Import/Export Views: Opens the Import Export Views dialog box.

Select a view name to open it.

Grid View

Enables you to view and configure data in a grid format. You can customize which columns are available in the grid.

Gantt View

Enables you to view data as a graphical representation of sequence and duration.

Activity Network View

Enables you to view activities and their relationships as a network.

Progress Spotlight (Ctrl+Alt+S)

Enables you highlight activities which should progress during a specified time. Progress Spotlight is available if you have selected Gantt View.

Filters menu

Manage Filters: Opens the manage filters dialog box.

Full Screen

Expands the current work area so it fills the entire display.

Show Hint Help (Alt+F1)

Shows a description of the column when you hover over the column heading.

Print

Opens the Print Options dialog box.

Customize View

Opens the Customize View dialog box.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Activities work area

The main work area for viewing project data in your choice of the following customizable formats:

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Show/Hide Tabs

Enables you to configure which tabs are shown and hidden.

Activity detail windows:

Assignments Detail Window of the Activities Page

Codes Detail Window of the Activities Page

Discussion Detail Window of the Activities Page

Documents Detail Window of the Activities Page

Expenses Detail Window of the Activities Page

General Detail Window of the Activities Page

Issues Detail Window of the Activities Page

Notebooks Detail Window of the Activities Page

Relationships Detail Window of the Activities Page