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Page 1: APRIL 2018 ORACLE PRIMAVERA P6 REARRANGING THE WBS …drmcnatty.com/.../April2018RearrangingTheWBSTree.pdf · 4/4/2018  · move a WBS element from the top of the tree to the bottom

Thesetechtipsareofferedfreeofchargeinthespiritofsharingknowledgewithothers.Theydonotincludetechnicalsupport,shouldyouhaveaproblemwiththem.Wearealwaysinterestedinhowtheycanbeimproved,pleasedonothesitatetoemailusyourcomments.Thesetipshavebeenthoroughlytestedbyourconsultantsinavarietyofenvironments.Pleasereadthesetechtipsthoroughlyandbe

surethatyouunderstandthembeforetryingtousethem.Wecannotberesponsibleforissuesthatdevelopbecauseoftheconfigurationofyourhardware,technicalenvironmentorapplicationofthetechmemos.Ifyouarenotsure,thenweurgeyoutocontactOracletechnicalsupportoryourlocalsupportconsultantforassistance.

TorearrangetheWBStree,P6providesfourdirectionalarrowicons ,whichtheusercanclicktomoveaselectedWBSelementtothedesiredlocationwithintheWBStree.Forasimplerestructuringoftheelements,thismethodissufficient.However,whenthereexistsalargestructurethatneedstobemanipulatedortherearehundredsofprojectsinaportfoliothatneedtobesorted,thereisamoreefficientmethodtomanagetheelements. 1. FirststepistoselecttheWBSelementthatneedstoberepositioned.

• Inthisinstance,theWBSelement“KeyMilestones:0157-A”hasbeenselected.

APRIL 2018 ORACLE PRIMAVERA P6

REARRANGING THE WBS TREE WITH EASE

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2. Next,holddowntheCtrlkeyandthenpushthedownarrowkeyonceonthekeyboard.

• Theresultisthat“KeyMilestones:0157-A”isrepositionedbelow“Scoping.”

3. ThepreviousstepisonlyslightlymoreresourcefulthanthestandardclickiconsthatP6providestheuser,

however,therealefficiencyofthismethodcomeswhentheuserholdsdownonthedownarrowkeyratherthanjuststrikingitonetime.ByholdingdowntheCtrlkey,followedbythedownarrowkey,ausercanmoveaWBSelementfromthetopofthetreetothebottominamatterofsecondsascomparedtomultipleclicksofthemouse-savingvaluabletimeandeffort.Theelement“KeyMilestones:0157-A”canbemovedtothetoponceagainbysimplyholdingdowntheCtrlkeythenholdingdowntheuparrowkey.

4. ItwasdemonstratedhowtomoveanelementverticallywithinaWBStree,butthissamemethodcanbe

appliedwhentheuserwantstomoveanelementhorizontally,withtheonlydifferencebeingthatinsteadofpressingthedownarrowkey,theuserwouldpresseithertherightorleftarrowkey.

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Summary SortingelementsorprojectsintheWBShasthepotentialtobeatediousandtimeconsumingtask,butwiththissimpletiptheusercanaccomplishthevitaldutyofWBSmanagementinnotime.

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