Table of Contents
- Title and Copyright Information
- P6 Overview
- About Consent Notices
- Working with P6
- Customizing the P6 User Experience
- About the User Interface
- About Security
- Printing Pages Using P6 Printing Tools
- Printing Pages Using Your Web Browser
- About email Notifications
- About Grouping and Sorting
- About Find, Search, and Filter Features
- Creating, Modifying, Saving, and Deleting Data
- About Metrics and Calculations
- About Importing and Exporting Data
- About P6 Help
- About Timesheets
- Dashboards
- About Dashboards
- About Project Performance Metrics
- About Portlets
- Working with Portlets
- List of Portlets
- Customizing Portlets
- Creating Custom Portlets
- Creating Portfolio View Portlets
- Document Review and Workflow Portlets
- Opening Projects from Dashboard Portlets
- Sending Email to Resource Teams
- Assigning Resources to Unstaffed Activities Using Open Requests for Resources Portlet
- Sending Email Notifications about Resource Assignments
- Working with Portlets
- Portfolios
- About Portfolios
- Working with Portfolios
- Opening Portfolios
- Creating Portfolios
- Creating Projects While Working with Portfolios
- Creating Projects in a Portfolio View Scorecard Portlet
- Creating Projects on the Portfolio Analysis Page
- Assigning Projects to a Portfolio
- Defining Performance Thresholds
- About Portfolio Views
- Working with Portfolio Views
- Working with Portfolio View Scorecards
- Working with Portfolio View Bubble Charts
- Working with Portfolio View Pie Charts
- Working with Portfolio View Histograms
- About What-if Analysis
- Capacity Planning
- Projects
- About Projects
- Working with Projects
- Creating Projects
- Assigning Locations to Projects
- Opening Projects or Templates
- About Importing and Exporting Projects
- Configuring Microsoft Project Templates
- Configuring UN/CEFACT Templates
- Configuring IPMDAR Templates
- Configuring CPP Templates
- Importing Projects using Primavera XML Format
- Exporting Projects using Primavera XML Format
- Importing Projects using Primavera XER Format
- Exporting Projects using Primavera XER
- Importing Projects using Microsoft Project XML
- Exporting Projects using Microsoft Project XML
- Exporting Projects using UN/CEFACT XML
- Exporting Projects using IPMDAR
- Exporting Projects using CPP
- Importing Projects from a Zip File
- Exporting Projects to a Zip File
- Exporting Projects to Excel
- About Opening a Project Exclusively
- Working With Primavera Unifier
- Linking P6 and Primavera Unifier Applications Using Schedule Sheets
- Linking P6 and Primavera Unifier Projects and Schedule Sheets.
- Linking P6 and Primavera Unifier Applications Using Summary Sheets
- Linking P6 and Primavera Unifier Projects and Summmary Sheets.
- Linking P6 and Primavera Unifier Applications Using Activity Sheets
- Linking P6 and Primavera Unifier Projects and Activity Sheets.
- Filtering Data to be Sent to Primavera Unifier
- Exchanging P6 data with Primavera Unifier
- Working With Oracle Primavera Cloud
- Working With Primavera Gateway
- About Project Templates
- The EPS
- About the Enterprise Project Structure (EPS)
- About Projects
- Creating Projects
- Creating Projects from Existing Projects or Templates
- Creating Project Templates from Existing Projects or Templates
- Deleting Projects or EPS Elements
- Customizing Detail Windows
- Configuring Project Preferences
- Configuring History Settings for Analytics
- Configuring Project Calculations
- Configuring Project Defaults
- Configuring Project Summarization and Publication Services
- Configuring P6 Team Member Status Update Reviews
- Configuring P6 Team Member View Preferences
- Configuring Project Preferences for Multiple Projects
- Running the Project Checker
- Opening Projects or Templates
- About Gantt Charts
- About Baselines
- About Summary Data
- About Budgets
- About EPS Views
- About Funding Sources
- About Project Codes
- About Notebooks
- Activities
- About Activities
- Working with Activities
- Creating Activities
- Copying and Pasting Activities
- Renumbering Activities
- Configuring General Activity Information
- Assigning Locations to Activities
- Recalculating Assignment Costs
- About Activity Types
- About WBS Summary Activities
- About Suspending and Resuming Activities
- Dissolving Activities
- About the Activity Table and Grid View
- About Activity Networks
- About Activity Views
- Working with Activity Views
- Creating Activity or EPS Views
- Configuring Activity Views
- About Columns (Fields)
- About Filters
- About Grouping and Sorting
- About Activity Codes
- About Gantt Charts
- About Work Breakdown Structures (WBS)
- About Baselines
- About Scheduling Projects
- About Float
- About Critical Path Activities
- About Resource Leveling
- About Activity Progress
- About Updating Progress
- Working with Updating Progress in a Browser Running P6
- About Email Statusing Service
- Sending a Welcome Email to Email Statusing Service Users
- Sending Team Members Their Assigned Activities using Email Statusing Service
- Supporting Email Updates with Email Statusing Service
- Updating the Progress of Activities Using Email Statusing Service
- Email Statusing Service Activity Filter Options
- Updating the Progress of Activities Using P6 Team Member Web
- Updating the Progress of Activities Using the P6 Team Member Mobile Apps
- About P6 Team Member Status Updates
- About the Auto Compute Actuals Feature
- About Store Period Performance
- About Importing and Exporting Data
- About Relationship Lines
- About Progress Lines
- About Resources
- Assigning Resources to an Activity
- Assigning Resources to Multiple Activities
- Configuring Activity Resources
- Adding Activity Resource Estimates
- Specifying Resource Assignment Rates
- Assigning Resource Curves to Resource or Role Assignments from the Activities Page
- Assigning Resources to Unstaffed Activities
- About the Recalculate Assignment Costs Feature
- Configuring Resource Leveling Options and Priorities
- Leveling Project Resources
- About the Check Resource Overallocation Service
- About Roles
- About Activity Owners
- About Documents
- About Expenses
- About Team Collaboration on an Activity
- About Duration Types
- About Constraints
- About Issues
- About Notebooks
- About Notebook Topics
- About Relationships
- About Risks
- About Steps
- About Step Templates
- About Trace Logic
- About Budgets
- About Earned Value
- About Milestones
- About Activities
- Team Usage
- Issues
- Risks
- About Risks
- Risk Enterprise Data
- Working with Risks Enterprise Data
- Configuring Risk Enterprise Data
- Risk Thresholds
- Risk Scoring Matrices
- Risk Categories
- Risk UDFs
- Sharing Enterprise Risk Data with Oracle Primavera Cloud
- Linking P6 and Oracle Primavera Cloud Applications.
- Project Risks
- About Documents
- Working with Documents without the Content Repository
- Working with Documents with a Content Repository
- About the Document Content Repository
- Creating Document Templates
- Copying Documents from Existing Templates
- Adding Documents to a Project and Storing Them in the Content Repository
- Adding Documents to a Project from the Content Repository
- Configuring Document Details
- Checking Out Documents
- Checking In Documents
- Sending Email about Documents
- Creating Document Folders
- About Document Reviews
- Searching for Documents
- Viewing Documents
- Downloading Documents
- About Project Scheduled Services
- About Publication Services
- Working with Publication Services
- Configuring Publication
- Publishing P6 Data
- Defining Publication Periods
- Enabling Automatic Publishing of P6 Project Data
- Enabling Automatic Publishing of P6 Global Data
- Configuring Publication Service Settings for Projects
- Configuring Publication Service Settings for Baselines
- Publishing P6 Project Data On Demand
- Publishing P6 Global Data On Demand
- About Projects
- Resources
- Roles
- Role Teams
- Resources
- About Resources
- Adding Resources
- Assigning a Role to a Resource
- Assigning a Resource Team to a Resource
- Configuring Resource Settings
- Setting Overtime Policy
- Assigning Calendars to Resources
- Assigning Locations to Resources
- Configuring Timesheet Reporting for Resources
- Assigning Resource Codes
- Assigning Resource Rates
- Creating Import Templates for Importing Resources
- Importing Resource Data
- Deleting Resources
- Resource Teams
- Resource Planning
- About Resource Planning
- Assigning Resources or Roles to Projects or WBS Elements
- Searching for a Resource to Assign
- Assigning Projects or WBS Elements to Resources or Roles
- Allocating Units to Resources or Roles
- Allocating Units by Spreading Units Across a Time Period
- Splitting Resource Assignments
- Exporting the Planning Spreadsheet
- Resource Assignments
- About Resource Assignments
- About Assignments Views
- Working with Resource Assignments in the Gantt Chart
- Viewing Assignment Unit and Cost Spreads
- Assigning a Resource to an Activity Assignment
- Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page
- About Future Period Planning
- Resource Analysis
- Administration
- Managing Personal Information in P6 EPPM
- About Administration
- About My Preferences
- Customizing My Preferences Global Preferences
- Customizing Global Currency Preferences
- Customizing Global Date Format Preferences
- Customizing Email Notification Preferences
- Customizing Global Performance Threshold Preferences
- Customizing Project Score Preferences
- Customizing Global Resources Preferences
- Customizing Global Row Number Preferences
- Customizing Global Time Units Format Preferences
- Sending Email Notifications about Resource Assignments
- Customizing My Preferences View Preferences
- Changing Your Own Password
- Unlocking Your Account
- Customizing My Preferences Global Preferences
- About My Calendar
- About Application Settings
- Working with Application Settings
- Configuring Audit Settings
- Configuring Clickable Websites
- Configuring Data Limits Settings
- Configuring Earned Value Settings
- Configuring Eventing Settings (On Premises Only)
- Configuring General Settings
- Configuring ID Lengths Settings
- Configuring ID Lengths Settings
- Configuring Notifications Settings
- Configuring Report Settings
- Configuring Summarization Periods
- Configuring Timesheets Settings
- Configuring Time Periods Settings
- About Enterprise Data
- Working with Enterprise Data
- About Managing Enterprise Data
- About Baseline Types
- About Funding Sources
- About Notebook Topics
- About Calendars
- About Locations
- About Project Codes
- About User Defined Fields
- Working with User Defined Fields
- Creating Project UDFs
- Defining Formulas for User Defined Fields
- Defining Indicators for User Defined Fields
- Defining Statements for User Defined Fields
- Creating WBS UDFs
- Creating Activity UDFs
- Creating Expense UDFs
- Creating Step UDFs
- Creating Risk UDFs
- Creating Issue UDFs
- Creating Document UDFs
- Creating Assignment UDFs
- Creating Resource UDFs
- About Work Breakdown Structures (WBS)
- About Activity Codes
- About Cost Accounts
- About Expenses
- About Step Templates
- About Risks
- Working with Risks Enterprise Data
- Configuring Risk Enterprise Data
- About Risk Scoring Matrices
- Working with Risk Scoring Matrices
- Creating Risk Scoring Matrices
- Assigning a Risk Scoring Matrix to a Project
- Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane
- Assigning a Risk Scoring Matrix to a Project from the EPS Page
- Assigning a Risk Scoring Matrix to a Project from the Portfolios Section
- About Risk Thresholds
- About Risk Categories
- About Issues
- About Document Categories and Statuses
- About Currencies
- About Financial Periods
- About Overhead Codes
- About Timesheet Periods
- About Resource and Role Rate Types
- About Resource Codes
- About Role Codes
- About Assignment Codes
- About Resource Curves
- About Units of Measure
- About Stored Images
- About User Access
- About User Interface Views
- About User Sessions
- P6 Team Member Interfaces
- How to Work with P6 Team Member Interface Users
- About P6 Team Member
- Getting Started with P6 Team Member Applications
- Configuring P6 Team Member View Preferences
- About Team Member Work Distribution Filters
- About Timesheets
- About P6 Team Member Status Updates
- About Email Statusing Service
- About Discussions
- Data Dictionary