Opening Projects or Templates

Perform these steps to open one or more projects or a single template in order to view or modify project data on any of the pages in the Projects section of the application. You can open templates and projects from several locations in the application; however, these steps using the common selection controls on the Open Projects dialog box represent the standard way to determine and change which projects are currently open.

To open a project or template:

  1. In the context selector, select "" Projects.
  2. Click Open Projects.
  3. In the Open Projects dialog box:
    1. Click Projects or Templates.
    2. Select an item from the Organize By list to choose a viewing arrangement.
    3. Use the common selection controls to identify and select the items you want to open.
      • In the Available Templates list, add a template to the Selected Templates list.
      • In the Available Projects list, add one or more projects, or an entire group of projects, to the Selected Projects list.
    4. Click OK.

      Note:

      After initial installation or upgrade, and for all new users, the first time you launch P6 and click Projects, the EPS page will open if this page is available and set as the default page under the Projects section in your user interface view. If the EPS page is not available in your user interface view or you navigate to another page in the Projects section, the Open Projects dialog box will appear.

Tip:

  • You can open a combination of projects, for example, two projects, an EPS node, and a portfolio. However, you can only open one template at a time, and never in combination with any other projects.
  • Press Shift+click or Ctrl+click to select multiple projects, or select an EPS element to open all projects belonging to that EPS element and all child EPS elements.
  • When grouped by project code, you cannot select an entire project code. You can however select a project code value to open all projects that share that value.
  • To open projects exclusively in the Selected Projects lists, select Open Exclusively. When you open a project exclusively, no other users can modify data in the project until the exclusive lock is removed from the project. You must have the required security privilege to open a project exclusively.
  • As convenient shortcuts, click Projects to re-open the last project or projects you had open, or click the Projects "" menu and select a project, project group, or template from the list of your most-recently used items.
  • You can also open projects from within certain project-related portlets such as My Projects or Project Health. You must have OBS access, be the owner, or assigned as a resource or activity owner in the project. In these portlets, click the project name hyperlink to open it in the Projects section.