Table of Contents

• Title and Copyright Information
• Working with Unifier Managers
  • Configurable Managers (Configurable Modules)
    • Code and Records-based Configurable Managers
    • Code-based Configurable Managers
    • Access a Configurable Manager (Configurable Modules)
    • Reverse auto-population and Code and Records-based Managers
    • Creating Sheets and Records for a Code and Records-based Manager (Standard View)
    • Creating Sheets for a Code-based Manager (Standard View)
    • Working with Configurable Manager Sheets (Classic View)
      • Create a new sheet from an existing template
      • Add columns to a sheet
      • View column properties
      • Add a formula column
      • Open a sheet
      • View record details
      • View sheet properties
      • Expand or collapse the sheet rows
      • Drill down to more data
      • View or edit code details
      • View rollup data
      • Sort the sheet content
      • Filter the sheet content
      • Enter sheet data
      • Edit sheet data
      • Create and view a snapshot
      • Copy data to another column
      • Search for records on a sheet
      • Export sheet data
      • Import sheet column data
    • Working with Configurable Manager Sheets (Standard View)
      • Add Columns or Rows to a Sheet
      • View Column Properties
      • Open a Sheet
      • View Record Details
      • View Sheet Properties
      • Filter Sheet Content
      • Create and View a Snapshot
      • Export Sheet Data
      • Import Sheet Column Data
    • Working with Configurable Manager Logs (Standard View)
      • Code-Based Managers Log (Standard View)
      • Creating a Code-Based Configurable Manager Sheet (Standard View)
      • Code and Records-based Managers Log (Standard View)
      • Creating a Code and Records-based Configurable Manager Sheet (Standard View)
    • Bulk Editing Configurable Manager Records
    • Printing a Configurable Manager Form
      • Print Options for Configurable Manager Form
      • Custom Format Print Options for Configurable Manager
  • Cost Manager
    • Cash Flow
      • Cash Flow Curves
      • Cash Flow Curves Types
      • Cash Flow Worksheets
      • Transaction Currency in Cash Flow Curves
      • Project or Shell Level Cash Flow
        • Project or Shell Level Cash Flow Log
        • Project or Shell Level Cash Flow Log Toolbar Options
          • Managing Distribution Profiles
          • Creating a View and Managing an Existing View in the Cash Flow Log
          • Refreshing Data in Cash Flow Log
          • Working with Project or Shell Level Snapshots and Audit Log
        • Project or Shell Level Cash Flow Log Columns
      • Project or Shell Level Cash Flow Worksheet
        • Project or Shell Level Cash Flow Worksheet Toolbar Options
          • Creating a View and Managing an Existing View in the Cash Flow Worksheet
        • Project or Shell Level Cash Flow Worksheet Overview Section
        • Project or Shell Level Cash Flow Worksheet Graphs View Section
        • Project or Shell Level Cash Flow Worksheet Details Section
          • Detail Curve
            • Detail Curve View (Incremental)
            • Detail Curve View (Cumulative)
            • Importing Cash Flow Data
            • Bulk Edit Cash Flow
          • CBS Curve
          • Summary Curve
      • Project or Shell Cash Flow Properties
        • Project or Shell Cash Flow Properties (General Pane)
        • Project or Shell Cash Flow Properties (General Pane - More Options)
        • Project or Shell Cash Flow Properties (Curves Pane)
        • Project or Shell Cash Flow Properties Curves Pane and Curve Types
          • Baseline Curve
            • Adding a Baseline Curve for Cash Flow by Project or Shell
            • Adding a Baseline Curve for Cash Flow by Summary CBS or CBS
            • Adding a Baseline Curve for Cash Flow by Business Process (Commitments)
            • Transaction Currency in Baseline Curve for Cash Flow by Business Process (Commitments)
          • Actuals (Spends) Curve
            • Adding Actuals (Spends) Curve for Cash Flow by Project or Shell
            • Adding Actuals (Spends) Curve for Cash Flow by CBS Summary or CBS
            • Adding Actuals (Spends) Curve for Cash Flow by Business Process (Commitments)
            • Cash Flow by Commitment and Cash Flow Family Curves for Actuals (Spends) Curve
          • Actuals (Spends) Curve and Forecast Curve
          • Forecast Curve
            • Adding a Forecast Curve for Cash Flow by Project or Shell
            • Adding a Forecast Curve for Cash Flow by CBS Summary or CBS
            • Adding a Forecast Curve for Cash Flow by Business Process (Commitments)
            • Forecast Curve Behavior Test Cases
          • Portfolio Budget Curve
            • Adding Portfolio Budget Curve for Cash Flow by Project or Shell
            • Adding Portfolio Budget Curve for Cash Flow by Summary CBS or CBS
            • Adding Portfolio Budget Curve for Cash Flow by Business Process (Commitments)
            • Portfolio Budget Curve and Currency
          • Derived Curve
            • Monthly Actuals (Spends) for Derived Forecast Curve
            • Actuals (Spends) for Derived Actuals (Spends) Curve
          • Custom Curve
            • Adding Custom Curve for Cash Flow by Project or Shell
            • Adding Custom Curve for Cash Flow by Summary CBS and CBS
      • Creating Project or Shell Level Cash Flow Curves
        • Creating a Project or Shell Cash Flow Curve Manually
          • Entering Values in General Pane
          • Entering Values in General Pane (More Options)
          • Entering Values in Curves Pane
        • Creating a Project or Shell Cash Flow Curve by Auto-distribution
        • Creating a Project or Shell Cash Flow Curve From a Template
        • Creating a Project or Shell Cash Flow Curve by Copying
      • Auto-creating a Cash Flow Curve from a Base Commit Record
      • Company Level Cash Flow and Roll up Curve
        • Company Level Cash Flow Log
          • Company Level Cash Flow Log Toolbar Options
          • Company Level Cash Flow Log
          • Company Level Cash Flow Log Columns
          • Company Level Cash Flow Log Properties Tabs
        • Company Level Roll up Cashflow Curve Worksheet
          • Working with Company Level Snapshots
        • Creating Company Level Roll up Cashflow Curve
        • Company Level Cash Flow and Roll up Cashflow Properties
      • Cash Flow Curves in Cost Controls
      • Summary Cash Flow or Summary Cash Flow Curves
        • Creating a Summary Cash Flow Curve
      • Activity Sheet as a Schedule Source for the Cash Flow
        • Cash Flow Analysis
        • Using Activity Sheet Data to Track Baseline, Forecast, and Spends in Cash Flow
          • CBS Type Cash Flow Curve
          • Baseline Type Cash Flow Curve
          • Forecast Type Cash Flow Curve
          • Spends Type Cash Flow Curve
        • Activity Sheet with Resource-Loaded and Cost-Loaded Schedules
      • Portfolio Manager Budget Curves
        • Portfolio Manager Budget Curves and Financial Period in Cost Manager
    • Cost Sheet
      • Types of Cost Sheet Data Entry
      • Adding a New Cost Sheet
      • Working with Project or Shell Cost Sheets
        • Cost Sheet sub-node (Standard View)
        • Project or Shell Cost Sheet
        • Cost Sheet Views
          • Columns Tab in the New View Window
          • Filters Tab in the New View Window
          • Group By Tab in the New View Window
          • Sort By Tab in the New View Window
          • Conditional Formatting Tab in the New View Window
          • Condition Options
        • Open a Project or Shell Cost Sheet
        • Cost Sheet Restrictions
        • Resize cost sheet window
        • Split or unsplit cost sheet window
        • Entering Data into a Cost Sheet
          • Add a Line Item to a Project or Shell Cost Sheet
          • Enter data directly into a cell
          • Copy data from one column to another
        • View column properties
        • Change cost sheet currency
        • Expand or collapse CBS codes
        • View cost sheet cell details
        • Add Notes or Attachments to a Cell
        • Search for CBS codes (rows)
        • Edit cost sheet data
        • Create, schedule, or view Cost Sheet snapshots
        • Importing and Exporting Cost Sheet Data
        • Defining the budget
          • About budget and budget distribution
          • Open the Budget Distribution window
          • Distribute and lock the budget
          • Unlock the budget
        • Managing Project/Shell Cost Sheets and Properties
        • View or edit cost sheet properties
        • Working with Cost Sheet Forecasting
        • Working with Yet to Buy (YTB) and Allowance for Change (AFC) data sources
        • Working with Work Packages
          • Create a Work Package
          • Open a Work Package
          • Change Work Package Currency
          • View Work Package Properties
          • Export Work Package Data
        • Working with Worksheets
          • Create a Worksheet
          • Open a Worksheet
          • View or edit worksheet properties
          • Modify worksheet default view
          • Add a Worksheet Column to the Cost Sheet
          • Assign permissions to the worksheet
          • Import worksheet column details
          • Export worksheet details
        • Project or Shell Cost Sheet Log
          • Cost Sheet Log
          • Worksheet Log
          • Work Packages
      • Working with the Company Cost Sheet
        • Opening Company Cost Sheet
        • Searching for Projects or Shells in Company Cost Sheet
        • Importing Company Cost Sheet Data
        • Exporting Company Cost Sheet Data
        • Adding a Column to Company Cost Sheet
        • Restricting a Column on the Company Cost Sheet
        • Changing the Properties of a Column on the Company Cost Sheet
        • Creating and Opening a Snapshot of the Company Cost Sheet
        • Accessing Project or Shell Cost Sheet from Company Cost Sheet
          • Project or Shell Cost Sheet Toolbar Options
            • Project or Shell Cost Sheet Columns
    • Schedules of Values (SOV)
      • Types of SOV Sheets
      • Creating an SOV Structure
      • Creating General Spends SOV Sheet
      • Creating Payment Applications SOV Sheet
      • Creating Summary Payment Applications SOV Sheet Structure
      • Granting Permissions to Other Users
      • Project Level or Shell Level SOV Sheets (Standard View)
      • Managing SOV Structure, Templates, and Sheets
      • Adding or Deleting CBS Breakdowns on an SOV Sheet
      • Adding Breakdowns to SOV sheet by Importing
    • Funding Sheet
      • Company and Project/Shell Funding
      • Commitment level funding
      • Company Funding Sheet, Project/Shell Funding Sheets, and Commitment Funding Sheets
      • Working with the Company Funding Sheet
        • Company Funding Sheet Log
        • About company funding sheet columns
        • About company funding sheet rows
        • Add currency amounts to company funds
        • Activate or deactivate company funds
        • Import or export Company funding sheet information
      • Working with Project or Shell Funding Sheets
        • Open a project or shell funding sheet
        • About project/shell funding sheet columns
        • About project/shell funding sheet rows
        • View Project/Shell funding sheet properties
        • About Project/Shell funding assignment options
        • View funding sheet cell details
        • View Audit Logs
      • Allocating Funds to a Project or Shell
        • Manually enter project/shell fund allocation amounts
        • Allocate funds through business processes
      • Assigning and Crediting Project/Shell Funds
        • View Unassigned Amounts
        • Manual and Automatic Fund Assignment
          • Manual Fund Assignment
          • Manual Fund Assignment at Funding Sheet Level
          • Automatic Fund Assignment
        • About Crediting Funds
        • About business processes enabled for funding
        • Manually assign or credit funds (unassigned funds)
        • Reassign project/shell funds from a business process record
      • Searching for Fund Codes
      • Viewing a Funding Sheet
        • Creating and Applying Filters
          • Creating and Managing Filters on a Project/Shell Funding Sheet
          • Applying a Filter to Limit the Fund Code Display
      • Importing and Exporting Project/Shell Funding Sheet Information
        • Export funding sheet information
        • Import and export fund details
    • Commitment Funding Sheet
      • Working with Commitment Funding Sheets
        • Commitment Funding Sheets (Source, Structure, Permission)
        • Commitment Funding Sheet Log
        • Opening Commitment Funding Sheet for a Base Record BP
        • Opening a Base Record Business Process from Commitment Funding Sheet Log
        • Creating, Viewing, and Editing a Commitment Funding Sheet Structure
        • Creating a Commitment Funding Sheet
        • About Commitment Funding Columns
          • Assignment Levels and Rules
          • Fund Assignment Details Per SOV Line Items
        • About Commitment Funding Sheet Rows
        • About Commitment Funding Assignment Options
        • Allocating Funds for Commitment Funding
          • Managing Commitment Funding Sheet Rows (Funds)
          • Allocating Fund Amounts to a Commitment Funding Sheet Row
        • Assigning and Crediting Commitment Level Funds
          • About Business Processes Enabled for Commitment Funding
          • Viewing Unassigned Amounts (Commitment Level)
          • Assigning or Crediting Unassigned Funds on the Commitment Funding Sheet
    • Accounts Sheet
      • Working with Company Accounts Sheets
        • Open the accounts sheet
        • Activate or deactivate account codes
        • View or edit accounts sheet properties
    • Generic Cost Manager
      • Data Sources for Generic Cost Sheets
      • Opening Generic Cost Sheet
      • Viewing Data for Shells and Sub-shells in Generic Cost Sheet
      • Change the Timescale on a Generic Cost Sheet
      • Modify Shell and Base Exchange Rates for Manual Data Entry
      • Export Generic Cost Sheet data
      • Import Generic Cost Sheet data
      • Working with Generic Cost Business Processes
        • View and edit the Commitment Summary
        • Drill down from the Commitment Summary to related BPs
    • Cost Manager (Standard)
    • Rules and Rule Exceptions
    • Cost Rules Impacting Cost Manager
    • P6, Cost Manager, and Cash Flow
  • Document Manager
    • Before You Begin Working with Document Manager
      • Downloading AutoVue Client Certificate
      • Launching AutoVue Web Start Client
    • About Ownership and Permissions
    • Automatic Publishing of BP Records to the Document Manager
    • Enabling Document Manager-Generated Email Notification
    • Working with Project or Shell and Company Documents
    • Accessing Project or Shell Documents and Company Documents
    • Navigating Document Manager
      • Navigating to Company Documents in Document Manager
      • Navigating to Project/Shell Documents in Document Manager
      • Display Folders by Project or Shell Phase
    • Working with Document Manager in Company and Project or Shell
      • Working with DM Log Views
      • Using the DM Log Tile View
      • Searching Content
      • Finding on Page
      • Sorting Columns
    • Creating and Managing Folders
      • View Folder Contents
      • About Locked Folder Structures
        • Locked Folder Structure
      • Create a Folder
        • Create a Folder in Project/Shell/Company Documents Node
        • Create Multiple Folders in the Same Parent Folder
      • Folder Properties Window
        • Folder Properties Window (Properties Tab)
        • Folder Properties Window (Permissions Tab)
        • Folder Properties Window (Audit Log Tab)
        • Folder Properties Window (Options Tab)
      • View or Modify Folder Properties
      • View or Modify Folder Options
      • View, Add, or Modify Folder Permissions
        • Add or Modify Multiple Folder Permissions
      • Copy a Folder
      • Move a Folder
      • Rename a Folder
      • Delete a Folder
    • Creating and Managing Documents
      • View and Open Documents
      • Create an Empty Document
      • Document Properties Window
        • Document Properties Window (Properties Tab)
        • Document Properties Window (Linked Records Tab)
        • Document Properties Window (Audit Log)
        • Document Properties Window (Permissions Log)
        • Document Properties Window (Options Log)
        • Document Properties Window (E-Sign Log)
      • View or Modify Document Properties
      • View, Add, or Modify Document Permissions
        • Add or Modify Multiple Documents Permissions
      • Transferring Ownership
      • Copy a Document
      • Move a Document
      • Rename a Document
      • Delete a Document
      • Revising Documents
        • Viewing Previous Revisions
        • Restoring to a Previous Revision
        • Check-in and Check-Out Documents
        • Lock and Unlock Documents
      • Adding and Viewing Graphic Markups and Comments
        • Opening a Document to View Comments
        • Adding Markups, Comments, and File Attachments
        • Creating and Adding Stamps to Documents
        • Adding Bookmarks to Document pages
      • Send for E-Signature
        • Document Manager (DM) and E-Signature
        • Document Manager (DM) Filters
        • Document Manager (DM) Log
        • Linked Documents
    • Creating and Managing Shortcuts
      • Use Shortcuts
      • Create a Shortcut
      • View or Modify Shortcut Properties
      • Modify Shortcut Permissions
      • Copy a Shortcut
      • Move a Shortcut
      • Rename a Shortcut
      • Delete a Shortcut
      • Change the Shortcut Source
    • Favorites
      • Creating your Favorites List
      • Managing Your Favorites List
      • Opening your Favorite File or Folder
    • Uploading Files and Folders
    • Downloading Documents and Folders
    • Importing and Exporting in Document Manager
      • Import Folder Structure Template
      • Import and Export Folders, Properties, and Empty Documents
      • View the Import Audit Log
    • The Recycle Bin
      • Restore deleted items
      • Delete items from the Recycle Bin
    • Index Reports
    • View Document Manager Audit log
    • Project or Shell Documents or Company Documents Attached to a Business Process
      • Launch a Business Process from the Document Manager
      • View Linked Business Process Records
      • View and print the business process audit log
    • Unpublished Documents
      • Unpublished Documents Log
      • Publishing of Documents Automatically
      • Opening Unpublished Documents
      • Opening Linked BP Record
      • Viewing Unpublished Document Properties
      • Viewing Unpublished Document Comments
      • Downloading Unpublished Documents
      • Deleting Unpublished Documents
      • Renaming Unpublished Documents
      • Searching for and Sorting Unpublished Documents
      • Publishing Unpublished Documents to Company or Project/Shell
  • Portfolio Manager
    • View and Open Portfolios
      • Create or Modify a Portfolio
      • Sort a Portfolio Log
      • Find, Sort, and Delete a Portfolio
    • About Scenario Sheets
      • Open a Scenario Sheet
      • Monthly Breakdown of Actuals Values in Scenario Sheet
      • View a Scenario Sheet's Properties
      • Unlink or Link Projects
      • Edit Numbers on a Sheet
      • Drill Down to Project Data
      • Change Start Dates
      • Change Cash Flow Amounts
      • Create and Manage Views on a Scenario Sheet
      • Filter the Scenario Sheet
      • Group the Data on a Scenario Sheet
      • Sort the Data on a Scenario Sheet
      • Create a Scenario
      • Edit the Name of a Scenario Sheet
      • Duplicate a Scenario
      • Share a Scenario
      • Remove a Scenario
      • Approve a Scenario
      • Export the Scenarios
    • Financial Period in Portfolio Manager
  • Planning Manager
    • About the Planning Manager
    • Access Planning Items and Planning Sheets
    • Access Planning Items from Master Log - Business Processes node
    • Planning Manager Item Log (Attributes)
    • Planning Manager Sheet Log
    • Create a Planning Item
    • Bulk Edit Planning Items from the Planning Manager Log
    • Delete Planning Items
    • Create a Planning Sheet
    • Copy a Planning Sheet
    • Open the Planning Sheet
    • Add and Manage Planning Sheet Rows
    • Add and Manage Planning Sheet Columns
    • Filter Planning Sheet Content
    • Copy Column Data
    • Modify Planning Items from a Planning Sheet
    • Grant Planning Sheet Permission
    • Understanding Reverse Auto-population
    • View the Import Audit Log
    • Print a Planning Manager Form
      • Print Options for Planning Manager Form
      • Printing Options - Custom Format
  • Resource Manager
    • Using the Resource Manager
    • View Roles
    • View Resources
    • View Your Own Resource Properties
      • General Tab
      • Roles Tab
      • Skills Tab
      • Calendar Tab
      • Projects/Shells Tab
  • Schedule Manager
    • Schedule Sheet permissions
    • Create a Schedule Sheet
      • Schedule Sheet Properties General Tab
      • Gantt Chart tab of the Schedule Sheet Properties
      • Schedule Sheet Properties: Tracking Gantt Chart tab
      • Options Tab of the Schedule Sheet Properties
      • Schedule Tab of the Schedule Sheet Properties
      • Create a master schedule sheet
      • Open / Modify schedule sheet template properties
      • Changes that occur to copied and pasted activities
    • Add an activity to a schedule sheet
      • General tab of the Activity properties
      • CBS tab of the Activity properties
      • Resources tab of the Activity properties
      • Role-related Calculations
      • Dependencies tab of the Activity properties
    • Add a schedule Sheet column
      • Create a formula column in a schedule sheet
    • Working with Schedule Sheets
      • Schedule sheet toolbar
      • Using a Gantt Chart
      • Using a Tracking Gantt Chart
      • Find an activity
      • About activity-level editing restrictions
      • Restrict Access to Activity fields and columns
      • Use filters in a schedule sheet
      • Update rates and cost data
      • Constrain Schedule Sheet Activities
      • Add general comments (with or without file attachments)
      • Refreshing Schedule Sheet data
      • Print a Schedule Sheet
      • Schedule Manager audit log
      • Set Schedule Sheet Baselines
      • Lock or unlock the schedule sheet structure
      • Linked schedule sheets
      • Linked tags and Business Process fields
      • Search for schedule sheets
    • Activity Sheet (Integrated with an External Application) in Schedule Manager
      • Gateway and Unifier Provider
      • Data Mapping Templates
      • Business Flows
      • Synchronization
      • UDR, Data Views, and ER View
    • Using Schedule Sheets
    • Scope Management
      • Working with Schedule Sheets with Scope Management
        • Scope management and multiple calendars
        • Manage scope management properties
        • About scope management data elements
        • Set up scope management for activities
        • Completion Conditions
      • Launching Business Processes from Activities
        • Manually launch a business process
        • Remove the link between a business process and an activity
        • Update activity properties
      • Status Transitions and Activities
        • Automatic activity status transitions
        • Manual activity status transitions
      • About Launching or Removing Business Processes from Activities
        • Automatic launching of business processes
        • Manually launching business processes
        • Manually remove business process link
        • Automatic removal of business process link
      • About Activity Completion
        • Conditions for the automatic completion of activities
        • Conditions for the manual completion of activities
      • About Manual or Automatic Control of Individual Activities
        • Auto-update activity data on activity attributes
        • Rules for modifying the Auto-update Activity Data check box
        • System behavior when the Auto-update Activity Data check box is modified
      • Impact of Schedule Start Date
      • Calculation of Estimated Start and Finish Dates
      • Impact of Successor and Predecessor Activities on Launching and Completion of BPs
        • Finish-to-start (FS)
        • Start-to-start (SS)
        • Finish-to-finish (FF) and start-to-finish (SF)
    • Entering and Viewing Cost Data
    • Effects of multiple calendars
    • Project Progress Data Accumulation and Calculation
      • Terminology
      • Earned Progress and Earned Value
      • Add a progress filter for earned value to a column
      • Enter progress and earned progress information
      • Setting Up the Budget and Progress Method
        • Select the activity budget distribution profile
          • Incremental
          • Cumulative
        • Select the entry method for the % complete and earned progress
        • Select the calculation method for % complete
        • Select the calculation method for % earned
        • Select CBS codes filtered by workpackage (schedule sheet level only)
        • Lock the reporting and progress entry period (schedule sheet level only)
      • Entering Progress Data on the General and Resource Tabs of Activity Properties
      • Entering Progress in the Activity Progress Window
      • Export and Import Activity Progress data
      • Using the Activity Progress and Resource Progress Logs
    • Progress and Earned Progress Calculations
      • Independently Control % complete and Earned quantity
        • Method is Manual activity % complete and resource % complete
          • % Earned Calculation Method option is Manual activity % earned and resource % earned
          • % Earned Calculation Method option is Manual activity % earned - updates resource % earned
          • % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
          • % Earned Calculation Method option is Lead resource updates Activity and other resources
          • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
        • Method is Manual activity % complete - updates resource % complete
          • % Earned Calculation Method option is Manual activity % earned and resource % earned
          • % Earned Calculation Method option is Manual activity % earned - updates resource % earned
          • % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
          • % Earned Calculation Method option is Lead resource updates Activity and other resources
          • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
        • Method is Resource updates Activity - weighted avg. of resource hours
          • % Earned Calculation Method option is Manual activity % earned and resource % earned
          • % Earned Calculation Method option is Manual Activity % earned - updates resource % earned
          • % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
          • % Earned Calculation Method option is Lead resource updates Activity and other resources
          • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
        • Method is Resource updates Activity - weighted avg. of resource costs
          • % Earned Calculation Method option is Manual activity % earned and resource % earned
          • % Earned Calculation Method option is Manual activity % earned - updates resource % earned
          • % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
          • % Earned Calculation Method option is Lead resource updates Activity and other resources
          • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
        • Method is Lead resource updates Activity and other resources
          • % Earned Calculation Method option is Lead resource updates Activity and other resources
      • Activity and resource % complete updates % earned
        • Method is Manual activity % complete and resource % complete
          • % Earned Calculation Method options are not available
        • Method is Manual activity % complete - updates resource % complete
          • % Earned Calculation Method options are not available
        • Method is Resource updates Activity - weighted avg. of resource hours
          • % Earned Calculation Method options are not available
        • Method is Resource updates Activity - weighted avg. of resource costs
          • % Earned Calculation Method options are not available
        • Method is Lead resource updates Activity and other resources
          • % Earned Calculation Method option is Lead resource updates Activity and other resources
      • Activity and resource % earned updates % complete
        • Method is Manual activity % earned and resource % earned
          • % Complete Calculation Method options are not available
        • Method is Manual activity % earned - updates resource % earned
          • % Complete Calculation Method options are not available
        • Method is Resource updates Activity - weighted avg. of resource costs
          • % Complete Calculation Method options are not available
        • Method is Lead resource updates Activity and other resources
          • % Complete Calculation Method options are not available
        • Method is Update Activity and all resources on start and finish
          • % Complete Calculation Method options are not available
    • Creating Schedule Manager Custom Calendars
      • About Calendars and Activities
      • Create a Custom Calendar in the Schedule Manager
    • Do not allow update of % complete and % earned
    • P6 Summary Sheets
    • Schedule Sheet Integration
    • Auto-Scheduling of Activities
  • Activity Manager
    • Activity Sheet Sub-Node
      • Activity Sheets Log and Manual Activity Sheets
        • Activity Sheet
        • Cost Sheet
        • WBS Sheet
      • Activity Sheets Log (Toolbar Options)
      • Activity Sheets Log (Columns)
      • Activity Sheets Log (Manual Activity Sheet Gear Menu)
      • Activity Sheets Log (Manual Activity Sheet Properties Tabs)
      • Creating a Manual Activity Sheet
        • Manual Activity Sheet Default
      • Manual Activity Sheet
        • Manual Activity Sheet Toolbar Options
        • Manual Activity Sheet Gantt View
        • Manual Activity Sheet Columns
        • Manual Activity Sheet Tabs
          • Assignments Tab
          • Dependencies Tab
    • Bulk Assigning WBS Code to Different Activities
    • Link Activities (Adding Dependencies)
    • Manual Activity Sheet Gear Menu
    • Manual Activity Sheet Start Date, Finish Date, and Duration
    • Manual Activity Sheet and CSV Template
      • CSV Template for Activity Details
      • Using CSV Import to Update Activities
      • New and Existing Activities Through CSV Import
      • New "In Progress" and "Completed" Activities
      • Update Activities
      • Add Start Milestone Activity
      • Update Existing Activity (Not Started) to Start Milestone
      • Update Existing Activity (In Progress or Completed) to Start Milestone
    • Manual Activity Sheet Categories
    • Manual Activity Sheet (Schedule Types)
    • Manual Activity Sheet Dates
    • Activity Sheet User Defined Report (UDR)
    • Roll Up Activity Sheet to Cost Sheet
    • Importing Manual Activity Sheet
      • Import Activities (Microsoft Project)
    • Creating and Managing Views in Activity Sheets and the System Activity Sheet
  • Space Manager
    • Accessing the Space Manager
    • Quick Calendar
    • Working with Levels (Standard View)
      • Levels Log Options (Standard View)
      • Creating a New Level Record (Standard View)
      • Exporting and Importing CSV Level Templates and Records (Standard View)
      • Opening Levels (Standard View)
      • Locating and Opening Space Records from Within a Level Record (Standard View)
    • Working with Space Log (Standard View)
      • Opening Space Records (Standard View)
      • Space Log Options (Standard View)
      • Creating a New Space Record (Standard View)
    • Working with Levels Sheet (Standard View)
      • Levels Sheet Log Options (Standard View)
      • Creating a New Levels Sheet Record (Standard View)
      • Exporting and Importing CSV Files (Standard View)
    • Working with Stack Plans
      • Creating a Stack Plan
      • Viewing a Stack Plan
      • Modifying a Stack Plans Display Mode
      • Printing a Stack Plan
    • Print a Space Manager Form
      • Print Options for Space Manager Form
      • Printing Options - Custom Format