General Detail Window of the EPS Page

Overview

Use this detail window to add or modify information about the selected project.

Screen Elements

Details section:

Project ID field

The unique identifying code for the project.

Project Name field

The name of the project.

Responsible Manager field

The organization breakdown structure (OBS) assigned to the project or EPS.

Project Owner field

The resource designated as responsible for the project.

The project owner designation provides a user with viewing access for the project.

Financial Period Calendar field

The financial period calendar assigned to the project.

Project Status list

The current state of the project or WBS element. For activities, this field reflects the current state of its parent WBS or project. The status type determines how project, WBS, activity, and resource assignment data are handled by applications within P6 EPPM.

The status you assign to a project automatically applies to all its WBS elements and their activities. By default, when you create and save a new WBS, it automatically inherits the Project Status value of its parent WBS or project; however, subject to certain logical constraints, you can change the individual status of a WBS. For example, within an Active project you can designate WBS elements that are Active, Inactive, and Planned. The following status values can appear in this field:

Active: This is the default setting for new projects. Use this status to reflect actual authorized WBS or project work at your organization. When you designate a project as Active, P6 Team Member Web timesheet users can view all activities included in its active WBS elements. Depending on their timesheet privileges, users may also be able to assign themselves to and perform work on activities that are included in an active WBS element.

Inactive: Use this status to designate a WBS or project that is on hold, terminated, or no longer active. Select the Resources can view activities from an inactive project option on the Team Member page of the Project Preferences dialog box to allow P6 Team Member Web timesheet users to view, but not edit, activities that are included in an inactive WBS element or project.

Planned: Use this status to designate a project or WBS that is in its planning phase. If a WBS element's status is Planned, P6 Team Member Web timesheet users cannot view any of its activities. This prevents P6 Team Member Web timesheet users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active.

What If: This status can only be designated at the project level. Use this status to designate a project is only being considered or is undergoing analysis before establishing a more defined project schedule. When a project's status is What If, P6 Team Member Web timesheet users cannot view any of its activities. This prevents P6 Team Member Web timesheet users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active.

Reflection projects created in P6 Professional appear in P6 as What If projects.

Requested: This status is set automatically for projects associated with certain types of project initiation and project request workflows.

Template: This status appears in this field only for template projects or for a WBS element that belongs to a template project. This status is set by P6; you cannot directly set this value.

Location field

The geographical location.

Checked Out By field

The name of the user who checked out the project.

If the project is not checked out, this field is blank.

Date Checked Out field

The date and time the user checked out the project. If the project is not checked out, this field is blank.

Planned Dates section:

Anticipated Start field

The expected start date of the project used during the planning phase. This date is manually entered and is not affected by scheduling.

If there are no children elements, the anticipated start is the start date listed for the project in the table.

Anticipated Finish field

The expected finish date of the project used during the planning phase. This date is manually entered and is not affected by scheduling.

If there are no children elements, the anticipated finish is the finish date listed for the project in the table.

Project Planned Start field

The expected start date for the project.

Must Finish By field

The optional date constraint you can specify for the project end date.

Actual Dates section:

Actual Start field

If the work has started, the date work on the project began. For an EPS, the actual start is the earliest actual start among all projects within it.

Actual Finish field

The date on which the project is complete.

This field is empty until all activities in the project have an actual finish date.

Scheduled Finish field

The calculated latest early finish date, which is based on the schedule most recently generated for the project.

Data Date field

The progress point, or "as-of date", for activities in the project. Project status is up-to-date as of the data date. You can set the data date when you schedule the project or apply actuals, or you can set it manually. Set it manually if resources manually update activity progress and you do not plan to reschedule the project or apply actuals.

Description section:

Description field

The description of the selected project.

Tips

If more than one project is selected, the detail window will not be visible.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Select a Project and click the General detail window.

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