Configuring P6 Team Member Status Update Reviews
Configure the team member status updates feature to enable a project manager to manually edit and approve status updates made by P6 Team Member interface users before the updates are applied to the project.
Note: The status update reviews feature is turned off by default.
To configure status updates:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page:
- Select a project.
- Click Row Actions and select Set Project Preferences.
- In the Project Preferences dialog box, click Team Member.
- On the Team Member page, click Status Reviews.
- On the Status Reviews tab:
- Select Enable review for team member status updates.
- Select Review required by default for new activities if all new activities require approval. When prompted to apply the setting to all existing activities in the project, choose Yes or No.
- In the Review Type list, select whether anyone can or everyone must review status updates.
Note: You cannot change the review type if there are pending status reviews for the project.
- In the Reviewers list, click Select.
- In the Select Status Reviewers dialog box:
- Select people to review activity status updates.
- Click Select.
- When prompted to set this user as the status reviewer for all WBS nodes in the project, choose Yes or No.
- Click Apply.
Tips
- You can also assign status reviewers to projects by adding the Status Reviewer column to your EPS page view.
- Assigning status reviewers at project level with Fill Down on the EPS page automatically assigns the same status reviewers to all WBS nodes in each of the selected projects, overwriting existing status reviewer assignments to those WBS nodes.
- Status reviewers can be set at the WBS level and apply to each activity included in the WBS, but not to its child, sibling, or parent WBS nodes.
- A setting in Primavera P6 Administrator enables daily emails to be sent to status update reviewers listing all the updates pending their review. There is also a setting to allow all users to receive a daily email listing all their status updates which have been approved or rejected in the past 24 hours.
- The assigned status reviewers, or a user with Admin or Project superuser privileges can view, edit, and approve the status updates for the project. However, only users identified as status reviewers receive notifications that pending status updates exist.
- You can manually change the reviewers for each WBS on the Activities page. Click the General detail window for the WBS and double-click the Status Reviewers field. If the Status Reviewers column is not displayed, click Customize View to add it to your view.
- To require approval on an activity, on the Activities page, select Review Required for the activity. If the Reviewer Required column is not displayed, click Customize View and add the Review Required column.
- If an activity does not require review, it is automatically approved. View the Update History detail window on the Activities page to view all updates made the to the activity.
- Team members can continue to update their activities even if a review is pending.
Related Topics
Configuring Project Preferences
Configuring History Settings for Analytics
Configuring Project Calculations
Configuring Project Summarization and Publication Services
Configuring P6 Team Member View Preferences
Configuring Project Preferences for Multiple Projects
Last Published Thursday, June 20, 2024