Table of Contents
- Title and Copyright Information
- Welcome
- Understanding Project Management
- Getting Started
- About Consent Notices
- Workspace Basics
- Symbols
- Using main windows
- Using Hint Help
- Using the Status Bar and Layout Options bar
- Display window details
- Tile windows horizontally or vertically
- Wizards
- Navigate wizards
- Select and assign information
- Global data vs. project-specific data
- Use shortcut menus
- Select multiple items
- Quickly enter the same text in multiple table rows
- Copy and paste a range of cells
- Using the HTML editor
- Using Hot Keys
- Using Shortcut Keys
- Setting User Preferences
- Define user preferences
- Define how to display time information
- Specify a format for dates
- Select a view currency
- Specify a format for currency
- Define how to display codes
- Enter email settings
- Set wizard options
- Change my password
- Set startup options
- Define the range of financial periods to display in columns
- Set resource analysis options
- Select Startup Filters
- Load resource summary data at startup
- Select calculation options for resource and role assignments
- Structuring Projects
- Setting up and starting to work with the EPS
- Working with and defining the OBS
- Defining Resources and Roles
- Defining Resource Curves
- Defining the WBS
- Work Breakdown Structure
- Using a WBS for top-down planning
- Using weighted milestones in the work breakdown structure
- WBS status types
- View the WBS
- Display work breakdown structure details
- Add a WBS element
- Edit a work breakdown structure element
- Assign WBS weighted milestones
- Assign WBS Category values (P6 Professional Only)
- Change the work breakdown structure chart display
- Change the work breakdown structure table display
- Copy and paste a work breakdown structure element
- Define earned value settings for a specific work breakdown structure element
- Delete a work breakdown structure element
- Defining Project, Resource, and Activity Codes
- Defining Custom Fields
- Defining Calendars
- Working with the EPS
- Developing Projects
- Adding Activities to a Project
- Activities
- Activity types
- Activity dates
- Synchronizing activity duration, units, and resource units/time
- Define general activity information
- Add activities in the Activity Table
- Add activities in the Activity Network
- Define activity types
- Define activity duration types
- Define activity percent complete types
- Assign a calendar to an activity
- Enter activity durations
- Enter activity start and finish dates
- Enter a physical percent complete for activities
- Enter unit information for resource assignments
- Enter cost information for resource assignments
- Dissolve an activity
- Define milestones
- View activity float values
- View activity summaries
- Copy and paste activities in the Activity Table
- Copy and paste activities in the Activity Network
- Renumber activity IDs in the Activity Table
- Linking Activities with Relationships
- Assigning Resources and Roles to Activities
- Assigning Resource Curves
- Budgeting
- Manually Planning Future Period Assignments
- Adding Expenses and Entering Cost Information for Activities
- Performing Top-down Estimation (P6 Professional Only)
- Adding Activity Steps
- Assigning Notebooks to Activities
- Global Change
- Adding Activities to a Project
- Managing Projects
- Creating Baselines
- Updating Projects
- The Update Process
- Updating the schedule
- Update progress for all activities
- Update progress for individual activities
- Progress Spotlight
- Update progress for spotlighted activities
- Estimate progress automatically
- Highlight activities for updating
- Update progress for the project
- Remove progress from an activity
- Suspend or resume an activity's progress
- Apply actuals
- Earned Value
- Calculating earned value using resource curves or manual future period buckets
- Updating progress
- Timesheets (P6 EPPM Only)
- Store Period Performance
- Creating and Using Reflections
- Working with remote projects
- Scheduling Projects
- Checking Schedules
- Leveling Resources
- Adding and Assigning Issues
- Adding and Assigning Thresholds
- Adding and Assigning Risks (P6 Professional Only)
- Adding and Assigning Work Products and Documents
- Work Products and Documents
- View a project's document library
- Add a work product or document record
- Assign a document status or category
- Specify work product and document location references
- Identify a document as a work product
- Display work product and document details in the WPs and Docs window
- Display work product and document details in the Activities window
- Display work product and document details in the Work Breakdown Structure window
- Assign work products and documents from the WPs and Docs window
- Assign work products and documents to an activity from the Activities window
- Delete work product or document records
- Customizing Activity Layouts
- Overview
- Activity Table
- Gantt Chart
- The Gantt Chart
- Display the Gantt Chart
- Change a layout's timescale format
- Move around a Gantt Chart
- Add a bar to the Gantt Chart
- Change a bar in the Gantt Chart
- Apply Gantt Chart settings from another layout
- Position a bar in the Gantt Chart
- Change the background lines in the Gantt Chart
- Show or hide the Gantt Chart legend
- Show or hide relationship lines in the Gantt Chart
- Customize the data date line
- Change a Gantt Chart bar's filter - under Gantt Chart
- Change a Gantt Chart bar's label - under Gantt Chart
- Change a Gantt Chart bar's settings
- Customize collapsed bars in the Gantt Chart
- Change a Gantt Chart bar's style - under Gantt Chart
- Change a Gantt Chart bar's timescale - under Gantt Chart
- Change an activity's start and finish dates in the Gantt Chart
- Delete a bar from the Gantt Chart
- Change an activity's duration in the Gantt Chart
- Add a curtain attachment in a Gantt Chart
- Hide a curtain attachment in a Gantt Chart
- Add a text attachment to a Gantt Chart
- Remove a text attachment from a Gantt Chart
- Attach notebook items to bars in a Gantt Chart
- Hide all curtain attachments in the Gantt Chart
- Delete a curtain attachment from a Gantt Chart
- Apply a Progress Line to the Gantt Chart
- Activity Network
- Trace Logic
- Activity Usage and Resource Usage Profiles
- Activity Usage and Resource Usage Spreadsheets
- Tracking Projects
- Overview
- Tracking
- Tracking layouts
- Create a tracking layout
- Open a tracking layout
- Types of tracking layouts
- Share a layout with other users
- Save a tracking layout
- Export a tracking layout
- Import a tracking layout
- Delete a tracking layout
- Filter a tracking layout
- Group and sort a tracking layout using standard settings
- Group and sort a tracking layout using custom settings
- Project Table
- Project Bar Chart
- Project Gantt/Profile and Resource Analysis
- Overview
- Grouping, Filtering, and Summarizing Data
- Grouping and Sorting
- Grouping activities by field
- Grouping by hierarchy
- Grouping activities by WBS path
- Sorting
- Group activities by field
- Group activities by hierarchy
- Group activities by WBS path
- Sort activities
- Format grouping bands
- Set Page Breaks by Group Band
- Show or hide empty title bands
- Show field titles in grouping bands
- Group and sort resource assignments
- Set as a user preference
- Auto-Reorganization
- Filtering
- Summarizing
- Grouping and Sorting
- Publishing Project Web sites
- Linking Primavera Unifier data (P6 EPPM Only)
- P6 Visualizer