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Oracle Primavera P6 Help for Print First Half

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Contents

Copyright ................................................................................................ 2

Preface ................................................................................................. 41

Where to Get Documentation .................................................................... 41

Where To Get Training ............................................................................ 44

Where to Get Support ............................................................................. 44

Documentation Accessibility ...................................................................... 45

Introduction............................................................................................ 47

About Oracle Primavera P6 Enterprise Project Portfolio Management ..................... 47

Working with the Oracle Primavera P6 EPPM Suite ........................................... 48

About P6 ......................................................................................... 51 About P6 Team Member Applications ........................................................ 52 About P6 Progress Reporter ................................................................... 53 About Oracle Universal Content Management .............................................. 54 About P6 Professional .......................................................................... 54 About Oracle BI Publisher and the OBIEE Platform ........................................ 55 About P6 Reporting Database ................................................................. 55 About P6 Analytics .............................................................................. 55 About the Oracle Business Process Management Suite .................................... 57 About the P6 Integration API .................................................................. 57 About P6 EPPM Web Services ................................................................. 58

What's New in P6 EPPM ............................................................................ 58

P6 Overview ........................................................................................... 59

Working with P6 .................................................................................... 59

Customizing the P6 User Experience ............................................................ 61

About Industry-Specific Field Names ......................................................... 62

About the User Interface .......................................................................... 63

Working with the P6 User Interface .......................................................... 63 About Screen Controls ....................................................................... 65 Working with the Main Menus .............................................................. 66 About the Most Recently Used List ........................................................ 67

Working with Tables ......................................................................... 68 About Columns (Fields)...................................................................... 69

Showing or Hiding Columns in a Table ................................................... 69 Selecting Items from a List of Available Items .......................................... 70 Working with Toolbars ...................................................................... 71 Customizing Toolbars ........................................................................ 72

Working with "Select a Value" Dialog Boxes ............................................. 72 Selecting Values from "Select a Value" Dialog Boxes .................................. 74

Working with Data in P6 .................................................................... 75 Working with Detail Windows .............................................................. 76

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About Portlets ................................................................................ 78 About Data Entry Controls .................................................................. 78

About Security ...................................................................................... 78

Printing Pages Using P6 Printing Tools .......................................................... 79

Printing Pages Using Your Web Browser ........................................................ 80

About E-Mail Notifications ........................................................................ 80

Working with E-Mail Notifications ............................................................ 81 Sending Activity Views by E-Mail .......................................................... 82 Sending E-Mail about Documents .......................................................... 82 Sending E-Mail about Issues ................................................................ 83 Sending E-Mail about Milestones .......................................................... 83 Sending E-Mail about Timesheets to Resources ......................................... 84 Sending E-Mail Notifications about Resource Assignments ........................... 84 Sending E-Mail to a Project Manager ..................................................... 85 Sending E-Mail to Activity Resources ..................................................... 86 Sending E-Mail to Project Resources ...................................................... 86 Sending E-Mail to Resource Teams ........................................................ 87 Updating the Progress of Activities Using E-mail ....................................... 88

About Grouping and Sorting ...................................................................... 88

Working with Group and Sort Features ...................................................... 89 Grouping and Sorting Information ............................................................ 90

About Find, Search, and Filter Features ........................................................ 91

Working with Find, Search, and Filter Features ............................................ 91 Finding Entries ................................................................................ 92 Searching for Entries ........................................................................ 92 About Filters .................................................................................. 93 Working with Filters ......................................................................... 93

Filtering Data ................................................................................. 95

Pages Supporting Filters .................................................................... 96

Creating, Modifying, Saving, and Deleting Data ............................................... 97

Cutting, Copying, and Pasting Data .......................................................... 97 About Removing and Deleting Data .......................................................... 98

Deleting Entries .............................................................................. 99 Undoing Mistakes ............................................................................... 99

About Metrics and Calculations ................................................................. 100

Using Visual Indicators ........................................................................ 100

About Importing and Exporting Data ........................................................... 101

About Importing and Exporting Projects ................................................... 102

About P6 Help...................................................................................... 102

Viewing Help Content ......................................................................... 102 Working with P6 Help Topics ................................................................. 104

About Timesheets ................................................................................. 106

Working with Timesheets ..................................................................... 106 Approving or Rejecting Timesheets ......................................................... 107 Sending E-Mail about Timesheets to Resources ........................................... 108 Assigning a Project Manager Delegate for Timesheets ................................... 109

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Assigning a Resource Manager Delegate for Timesheets ................................. 110

Dashboards and Workspaces ...................................................................... 113

About Dashboards, Workspaces, and Workgroups ............................................ 113

About Dashboards ................................................................................. 113

Working with Dashboards ..................................................................... 114 Creating Dashboards........................................................................... 117 Customizing Dashboards ...................................................................... 117

Configuring Dashboard Content .......................................................... 118 Configuring Dashboard Access ............................................................ 118 Configuring Dashboard Filters ............................................................ 119 Configuring Dashboard Layout ............................................................ 119 Showing and Hiding Dashboards .......................................................... 120

Working with Workflows in P6 ............................................................... 120

About Project Workspaces ....................................................................... 123

Working with Project Workspaces ........................................................... 124 Customizing Project Workspace ............................................................. 124

Configuring Workspace Content .......................................................... 124 Configuring Workspace Layout ............................................................ 125

Sending E-Mail to Project Resources ........................................................ 126 About Project Performance Metrics ......................................................... 127

Assessing Project Performance ........................................................... 127 Assessing Project Health ................................................................... 127 Customizing Project Statistics ............................................................ 128 Identifying Critical Activities Behind Schedule ........................................ 129 About Performance Thresholds ........................................................... 129 Working with Performance Thresholds .................................................. 130

About Milestones ............................................................................ 130 Sending E-Mail about Milestones ......................................................... 131

About Cost Performance Index (CPI) .................................................... 131 About Schedule Performance Index (SPI) ............................................... 132 About To-Complete Performance Index (TCPI) ........................................ 132

About Contract Management ................................................................. 132 Working with Contract Management ..................................................... 133 Opening the Contract Management Control Center ................................... 133 Linking P6 and Contract Management Projects ........................................ 134 Linking P6/P6 Professional and Contract Management Applications ............... 135

About Project Workgroups ....................................................................... 135

Working with Workgroups .................................................................... 135 Assigning Documents to Projects ......................................................... 135 Creating Workgroups ....................................................................... 136 Customizing Workgroups ................................................................... 137 Assigning Workgroup Activities ........................................................... 138 Creating Workgroup Issues ................................................................ 138 Sending E-Mail to Activity Resources .................................................... 139

About Portlets ..................................................................................... 140

Working with Portlets ......................................................................... 140 List of Portlets ............................................................................... 143 Customizing Portlets ........................................................................ 145

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Customizing the My Risks Portlet ......................................................... 145

Customizing the Resource Analysis Chart Portlet ..................................... 145

Customizing the Open Requests for Resources Portlet ............................... 146

Customizing Portfolio View Portlets ..................................................... 146

Customizing Scorecard Portfolio View Portlets ........................................ 147 Analyzing Resource Team Usage in the Resource Team Summary Portlet ........ 147

Creating Portfolio View Portlets.......................................................... 148 Document Review and Workflow Portlets .............................................. 148 Participating in Document Reviews ...................................................... 149

Terminating Document Reviews .......................................................... 149

About Workflows ............................................................................ 150

Working with Workflows in P6 ............................................................ 150 Participating in Workflows ................................................................ 153 Linking the Cost Worksheet to Contract Management ................................ 154 Opening Projects from Dashboard Portlets ............................................. 155 Sending E-Mail to Resource Teams ....................................................... 155 Sending E-Mail Notifications about Resource Assignments .......................... 156 Creating Custom Portlets .................................................................. 156

Portfolios ............................................................................................. 159

About Portfolios ................................................................................... 159

Working with Portfolios .......................................................................... 159

Opening Portfolios ............................................................................. 160 Creating Portfolios ............................................................................. 160 Creating Projects While Working with Portfolios ......................................... 161 Creating Projects in a Portfolio View Scorecard Portlet ................................. 161 Creating Projects on the Portfolio Analysis Page ......................................... 162 Assigning Projects to a Portfolio ............................................................. 163 Defining Performance Thresholds ........................................................... 163

Portfolio Views .................................................................................... 165

About Portfolio Views ......................................................................... 165 Working with Portfolio Views ................................................................ 165

Creating Portfolio Views ................................................................... 166 Working with Portfolio View Scorecards.................................................... 167 Working with Portfolio View Bubble Charts ................................................ 169 Working with Portfolio View Pie Charts .................................................... 171 Working with Portfolio View Histograms ................................................... 173

Portfolio Scenarios ................................................................................ 175

About Portfolio Scenarios ..................................................................... 175 About What-if Analysis ........................................................................ 175 Working with Portfolio Scenarios ............................................................ 176

Creating Portfolio Scenarios .............................................................. 176 Sending E-Mail About Scenarios........................................................... 176

Capacity Planning ................................................................................. 177

About Capacity Planning ...................................................................... 177 Working with the Capacity Planning Page .................................................. 177

Contents

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Analyzing Role Allocation (Capacity Planning) ......................................... 179

Projects ............................................................................................... 181

About Projects ..................................................................................... 181

Working with Projects ......................................................................... 181 Creating Projects .............................................................................. 182 Assigning Locations to Projects .............................................................. 182 Opening Projects or Templates .............................................................. 183 Opening Dependent Projects ................................................................. 184 Importing and Exporting Projects ........................................................... 185

Working with Primavera XML Project Import ........................................... 185 Working with Primavera XML Project Export ........................................... 187 Working with Microsoft Project Import ................................................. 189 Working with Microsoft Project Export .................................................. 191

About Opening a Project Exclusively ........................................................ 192 Opening Projects Exclusively.............................................................. 192 Removing the Exclusive Lock on Projects ............................................... 193

Working with Oracle ERP, Fusion PPM Bridge, and Other Integrated Solutions ....... 195 Sending Project Data to an ERP System ................................................. 196 Sending Project Data to Fusion ........................................................... 197

About Project Templates ........................................................................ 198

Working with Project Templates ............................................................ 198 Creating Project Templates .................................................................. 199

The EPS ............................................................................................. 200

About the Enterprise Project Structure (EPS) ............................................. 200 Working with the EPS ....................................................................... 200 Creating EPS Elements ..................................................................... 202 Configuring the EPS ......................................................................... 203 Opening Projects or Templates in the EPS ............................................. 203

About Projects ................................................................................. 204 Creating Projects ............................................................................ 204 Creating Projects from Existing Projects or Templates .............................. 205 Deleting Projects or EPS Elements ....................................................... 205 Customizing Detail Windows .............................................................. 206 Configuring Project Preferences ......................................................... 207 Configuring History Settings for P6 Analytics .......................................... 207

Configuring Project Calculations ......................................................... 207

Linking P6 and Contract Management Projects ........................................ 208

Configuring Project Defaults .............................................................. 208

Configuring General Project Preferences ............................................... 209

Configuring P6 Progress Reporter ........................................................ 209

Configuring Project Summarization and Publication Services ....................... 210

Configuring P6 Team Member Status Update Reviews ................................ 210

Configuring P6 Team Member Application View Preferences ....................... 211

Opening Projects or Templates ........................................................... 213 About Gantt Charts ............................................................................ 214

Working with the Activity Gantt Chart .................................................. 214

P6 Help

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Configuring Gantt Charts .................................................................. 215 About Baselines ................................................................................ 216

Working with Baselines ..................................................................... 216 Creating Baselines .......................................................................... 218

About Summary Data .......................................................................... 219 Working with the Summarizer Service .................................................. 220 Summarizing Projects ...................................................................... 220

About Importing and Exporting Projects ................................................... 221 Importing and Exporting Projects ........................................................ 222 Exporting Projects using Microsoft Project XML ....................................... 222 Configuring Microsoft Project Templates ............................................... 222

Exporting Projects using Primavera XML Format ...................................... 223 Importing Projects using Microsoft Project XML ....................................... 223 Importing Projects using Primavera XML Format ...................................... 224 Exporting Projects to Excel ............................................................... 225

About Budgets .................................................................................. 225 Working with Budgets ...................................................................... 226 Establishing Budgets ........................................................................ 228 Creating Budget Change Requests ....................................................... 228 Approving or Denying Budget Change Requests ....................................... 229 About Spending and Benefit Plans ....................................................... 230 Working with Spending and Benefit Plans .............................................. 231

Configuring Spending and Benefit Plans ................................................ 233

About Return on Investment (ROI) ....................................................... 233

About Project Views ........................................................................... 234 Configuring EPS Views ...................................................................... 234 Configuring EPS View Columns ............................................................ 234

Configuring EPS View Grouping ........................................................... 235

Configuring EPS View Filters .............................................................. 236

Applying Filters .............................................................................. 236 Creating Filters .............................................................................. 237 Configuring Filters .......................................................................... 238 Configuring EPS View Gantt Chart Bars ................................................. 239

Configuring EPS View Gantt Chart ....................................................... 240

Configuring EPS View Access .............................................................. 240

About Columns (Fields) .................................................................... 240 About Grouping and Sorting ............................................................... 241 About Filters ................................................................................. 241

About Funding Sources ........................................................................ 241 Working with Funding Sources ............................................................ 241 Assigning Project Funding Sources ....................................................... 244

About Gantt Charts ............................................................................ 244 Configuring Gantt Charts .................................................................. 244 About Bars .................................................................................... 245

About Project Codes .......................................................................... 246 Assigning Project Codes .................................................................... 247

About P6 Progress Reporter .................................................................. 247 About Contract Management ................................................................. 248

Contents

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Linking P6/P6 Professional and Contract Management Applications ............... 248

About Notebooks .................................................................................. 248

About Notebook Topics ....................................................................... 249 Working with Notebooks ...................................................................... 249 Assigning Notebook Topics ................................................................... 249

Activities ........................................................................................... 250

About Activities ................................................................................ 250 Working with Activities .................................................................... 250 Creating Activities .......................................................................... 251 Configuring General Activity Information ............................................... 252 Assigning Locations to Activities ......................................................... 253 Recalculating Assignment Costs .......................................................... 254 Sending Project Data to an ERP System ................................................. 254 Customizing Detail Windows .............................................................. 255 About Activity Types........................................................................ 256 About WBS Summary Activities ........................................................... 256 About Suspending and Resuming Activities ............................................. 257 About the Activity Table ................................................................... 257 About Activity Networks ................................................................... 257 Working with the Activity Network ...................................................... 258

About Calendar View ....................................................................... 259 Working with the Activity Calendar ...................................................... 260

About Activity Views .......................................................................... 261 Working with Activity Views .............................................................. 261 Creating Activity or EPS Views ............................................................ 262 Configuring Activity Views ................................................................. 262 Configuring Activity View Columns ....................................................... 263

Configuring Activity View Grouping ...................................................... 264

Configuring Activity View Filters ......................................................... 265

Applying Filters .............................................................................. 266 Creating Filters .............................................................................. 266 Configuring Filters .......................................................................... 267 Configuring Activity View Gantt Chart Bars ............................................ 268

Configuring Activity View Gantt Chart .................................................. 269

Configuring Activity Network ............................................................. 270

Configuring Activity View Access ......................................................... 270

Sending Activity Views by E-Mail ......................................................... 271 About Columns (Fields) .................................................................... 271 About Filters ................................................................................. 272 About Grouping and Sorting ............................................................... 272

About Activity Codes .......................................................................... 272 Creating Activity Code Values for Activities ........................................... 272 Assigning Activity Code Values to Activities ............................................ 273

About Gantt Charts ............................................................................ 274 Working with the Activity Gantt Chart .................................................. 274 Configuring Gantt Charts .................................................................. 274 About Progress Spotlight ................................................................... 275 About Bars .................................................................................... 276

P6 Help

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About Work Breakdown Structures (WBS) .................................................. 277 Working with WBS Elements .............................................................. 277 About Siblings and Children ............................................................... 279 Creating a WBS .............................................................................. 279 Creating a WBS from a Template......................................................... 280 Configuring General WBS Information ................................................... 280 Defining Earned Value Calculations for WBS Elements ............................... 281 Working with WBS Milestones ............................................................. 282 Working with WBS Categories ............................................................. 283

About Baselines ................................................................................ 284 Working with Baselines ..................................................................... 285 Creating Baselines .......................................................................... 287

About Scheduling Projects .................................................................... 288 Scheduling Projects ......................................................................... 288 Configuring General Scheduling Options ................................................ 289

Configuring Advanced Scheduling Options .............................................. 289

About Float ..................................................................................... 290 About Critical Path Activities ................................................................ 290

Working with Critical Activities .......................................................... 291 Creating Baselines .......................................................................... 295

About Schedule Preview ...................................................................... 296 Enabling Schedule Preview ................................................................ 296

About Resource Leveling ...................................................................... 297 Configuring Resource Leveling Options and Priorities ................................ 297 Leveling Project Resources ................................................................ 299

About Activity Progress ....................................................................... 300 About Updating Progress ................................................................... 300 Working with Updating Progress in a Browser Running P6 ........................... 300 Updating the Progress of Activities Using P6 ........................................... 301

About The Apply Actuals Feature ........................................................ 301

Working with the Apply Actuals Feature ................................................ 301 Applying Actuals to a Project ............................................................. 303 Working with Activity Updates by E-mail using E-mail Statusing Service ......... 304 Supporting E-mail Updates with E-mail Statusing Service ........................... 308

Updating the Progress of Activities Using E-mail ...................................... 309

Updating the Progress of Activities Using P6 Team Member Web .................. 310 Updating the Progress of Activities Using the P6 Team Member for iPhone App 310

About P6 Team Member Status Updates .................................................... 310 Working with P6 Team Member Status Updates ....................................... 311 Assigning a Status Reviewer to a WBS ................................................... 313 Selecting an Activity for Review ......................................................... 313 Reviewing Team Member Status Updates ............................................... 314 Sending E-mail to a Team Member About a Status Update .......................... 315 Viewing Team Member Status Updates History ........................................ 315

About the Auto Compute Actuals Feature.................................................. 316 Working with the Auto-Compute Actuals Feature ..................................... 316 Applying Auto Compute Actuals to Activities .......................................... 317

About Store Period Performance ............................................................ 318 Storing Period Performance ............................................................... 318

Contents

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About Importing and Exporting Data ........................................................ 319 Importing Activities ......................................................................... 319 Exporting Activities to Excel .............................................................. 320 Creating Import Templates for Importing Activities .................................. 320

About Relationship Lines ..................................................................... 322 About Progress Lines .......................................................................... 322 About Resources ............................................................................... 322

Assigning Resources to an Activity ....................................................... 322 Assigning a Resource to Multiple Activities ............................................. 323 Configuring Activity Resources ........................................................... 324 Adding Activity Resource Estimates ..................................................... 324 Requesting Resources for Activities ..................................................... 325 Specifying Resource Assignment Rates .................................................. 325 Assigning Resource Curves to Resource or Role Assignments from the Activities Page ................................................................................................. 326 Assigning Resources to Unstaffed Activities ............................................ 326 Searching Resources ........................................................................ 327 About the Recalculate Assignment Costs Feature ..................................... 328 Recalculating Assignment Costs .......................................................... 329

Configuring Resource Leveling Options and Priorities ................................ 330 Leveling Project Resources ................................................................ 331 About the Check Resource Overallocation Service .................................... 332 Working with the Check Resource Overallocation Service ........................... 333

Checking for and Resolving Overallocated Resources ................................ 334

About Roles ..................................................................................... 335 Assigning Roles to an Activity ............................................................. 336 Assigning a Role to Multiple Activities ................................................... 336 Configuring Activity Roles ................................................................. 337

About Activity Owners ........................................................................ 337 Assigning an Activity Owner to an Activity ............................................. 337

About Documents .............................................................................. 338 Assigning Documents to Activities ........................................................ 338

About Expenses ................................................................................ 339 Creating Expenses ........................................................................... 339 Configuring Expenses ....................................................................... 339 Configuring Auto Compute Actuals for Expenses ...................................... 340

About Feedback ................................................................................ 340 Adding Feedback ............................................................................ 341 Adding the New Feedback Column ....................................................... 341 Acknowledging Feedback .................................................................. 342

About Duration Types ......................................................................... 342 Working with Duration Types ............................................................. 343

About Constraints .............................................................................. 343 Working with Activity Constraints ........................................................ 344

About Issues .................................................................................... 345 Creating Activity Issues .................................................................... 345 Configuring Activity Issues ................................................................. 346

About Notebooks ............................................................................... 346 Working with Notebooks ................................................................... 346

About Notebook Topics ....................................................................... 347

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Assigning Notebook Topics ................................................................ 347 About Relationships ........................................................................... 347

Creating Activity Relationships ........................................................... 348 Configuring Activity Relationships ....................................................... 349 Assigning Predecessor Relationships ..................................................... 349 Configuring Predecessor Relationships .................................................. 350 Assigning Successor Relationships ........................................................ 351 Configuring Successor Relationships ..................................................... 351

About Risks ..................................................................................... 352 Working with Project Risks ................................................................ 352 Assigning a Risk to an Activity ............................................................ 354

About Steps ..................................................................................... 355 Working with Activity Steps ............................................................... 355 Creating Activity Steps ..................................................................... 356 Configuring Activity Steps ................................................................. 356

About Step Templates......................................................................... 357 Adding Activity Steps from a Step Template ........................................... 357

About Trace Logic ............................................................................. 358 Viewing Relationships with Trace Logic ................................................. 358

About Budgets .................................................................................. 359 Creating Budget Change Requests ....................................................... 359 Approving or Denying Budget Change Requests ....................................... 360

About Earned Value ........................................................................... 361 Configuring WBS Earned Value ............................................................ 361

About Milestones ............................................................................... 362 Creating WBS Milestones ................................................................... 362

Team Usage ........................................................................................ 363

About Team Usage ............................................................................. 363 Customizing Team Usage .................................................................. 363 Assigning Resources to Unstaffed Activities ............................................ 364 Exporting Team Usage Spreadsheets .................................................... 364 Searching Resources ........................................................................ 365 Sending E-Mail to a Project Manager .................................................... 366

Issues ................................................................................................ 367

About Issues .................................................................................... 367 Working with Issues ......................................................................... 367 Creating Project Issues ..................................................................... 368 Configuring Project Issues ................................................................. 369 Customizing Project Issues ................................................................ 369 Assigning Related Items to Issues ........................................................ 370 Sending E-Mail about Issues ............................................................... 371

About Issue Codes ............................................................................. 371 Assigning Issue Codes ....................................................................... 372

About Issue Forms ............................................................................. 372 Creating Issue Forms ....................................................................... 372 Assigning Projects to Issue Forms ........................................................ 373

Risks ................................................................................................. 374

About Risks ..................................................................................... 374 Risk Enterprise Data ........................................................................... 374

Working with Risks Enterprise Data ...................................................... 374

Contents

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Configuring Risk Enterprise Data ......................................................... 375 Risk Thresholds .............................................................................. 375 About Risk Thresholds ...................................................................... 375

Working with Risk Thresholds ............................................................. 376 Creating Risk Thresholds ................................................................... 377 Modifying Risk Thresholds ................................................................. 378 Risk Scoring Matrices ....................................................................... 379 About Risk Scoring Matrices ............................................................... 379

Working with Risk Scoring Matrices ...................................................... 380 Creating Risk Scoring Matrices ............................................................ 383 Assigning a Risk Scoring Matrix to a Project ............................................ 384

Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane ..... 384 Assigning a Risk Scoring Matrix to a Project from the EPS Page .................... 385 Assigning a Risk Scoring Matrix to a Project from the Portfolios Section ......... 385 Risk Categories .............................................................................. 386 About Risk Categories ...................................................................... 386

Creating Risk Categories ................................................................... 386 Risk UDFs ..................................................................................... 387 About Risk User Defined Fields ........................................................... 387

Creating Risk UDFs .......................................................................... 387 Project Risks .................................................................................... 387

Working with Project Risks ................................................................ 387 Managing Project Risks ..................................................................... 389 Creating Project Risks ...................................................................... 389

Adding Detailed Project-Level Risks ..................................................... 390 Adding Project Risks to Activities ........................................................ 391 Adding High-Level Project Risks .......................................................... 392 Assigning a Risk to an Activity ............................................................ 393

Risk Response Plans ......................................................................... 393

About Risk Response Plans................................................................. 393 Working with Risk Response Plans ....................................................... 394 Developing a Risk Response Plan ......................................................... 395 Adding Risk Response Plans ............................................................... 395 Adding Risk Response Plan Action Items ................................................ 396 Assigning Activities to Risk Response Plan Action Items ............................. 397 Exporting Risk Data ......................................................................... 397

About Documents.................................................................................. 398

Working with Documents without the Content Repository .............................. 398 Adding Documents to a Project without the Content Repository .................. 399 Configuring Document Details without the Content Repository .................... 399 Assigning Related Items to Documents without the Content Repository .......... 400

Sending E-Mail about Documents without the Content Repository ................. 400 Working with Documents with a Content Repository ..................................... 401

About the Document Content Repository ............................................... 402 Creating Document Templates ........................................................... 403 Copying Documents from Existing Templates .......................................... 404 Adding Documents to a Project and Storing Them in the Content Repository ... 404 Adding Documents to a Project from the Content Repository ...................... 405

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Configuring Document Details ............................................................ 406 Assigning Related Items to Documents .................................................. 407

Checking Out Documents .................................................................. 407 Checking In Documents .................................................................... 408 Sending E-Mail about Documents ......................................................... 409 Assigning Documents to Workgroups ..................................................... 409 Creating Document Folders ............................................................... 410

About Document Reviews .................................................................. 410 Working With Document Reviews ........................................................ 411

Reviewing Documents ...................................................................... 412

Creating Document Reviews .............................................................. 413

Participating in Document Reviews ...................................................... 414

Terminating Document Reviews .......................................................... 414

Searching for Documents .................................................................. 415 Searching for Documents (Advanced Search) .......................................... 415

Searching for Documents (Quick Search) ............................................... 416

Viewing Documents ......................................................................... 417 Downloading Documents ................................................................... 417

About Project Scheduled Services .............................................................. 418

Creating Project Scheduled Services ........................................................ 418 Configuring Project Scheduled Services .................................................... 418

About Publication Services and Reporting ..................................................... 419

Working with Publication Services for Reporting.......................................... 420 Publishing P6 Data for Reports ........................................................... 423 Defining Publication Periods .............................................................. 423

Enabling Automatic Publishing of P6 Project Data for Reports ..................... 424

Enabling Automatic Publishing of P6 Global Data for Reports ...................... 426

Configuring Publication Service Settings for Projects ................................ 426

Manually Publishing P6 Project Data for Reports ...................................... 427

Manually Publishing P6 Global Data for Reports ....................................... 428

Resources ............................................................................................ 429

Roles ................................................................................................ 429

About Roles ..................................................................................... 429 Creating Roles .................................................................................. 429 Assigning a Resource to a Role ............................................................... 430 Assigning a Role Team to a Role ............................................................. 431 Assigning Rates to Roles ...................................................................... 432 Assigning Work Limits to Roles ............................................................... 432

Role Teams ......................................................................................... 433

About Role Teams ............................................................................. 433 Creating Role Teams .......................................................................... 433 Assigning a Role to a Role Team ............................................................. 433

Resources ........................................................................................... 434

Contents

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About Resources ............................................................................... 434 Adding Resources .............................................................................. 434 Assigning a Role to a Resource ............................................................... 435 Assigning a Resource Team to a Resource ................................................. 436 Configuring Resource Settings ............................................................... 437 Assigning Calendars to Resources ........................................................... 437 Assigning Locations to Resources ............................................................ 438 Configuring Timesheet Reporting for Resources .......................................... 439

Configuring Resource Settings for Timesheet Reporting ............................. 439 Assigning Resource Codes ..................................................................... 440 Assigning Resource Rates ..................................................................... 441 Creating Import Templates for Importing Resources ..................................... 441 Importing Resource Data ..................................................................... 442 Deleting Resources ............................................................................ 443

Resource Teams ................................................................................... 444

About Resource Teams ........................................................................ 444 Creating Resource Teams ..................................................................... 444 Assigning a Resource to a Resource Team ................................................. 445

Resource Assignments ............................................................................ 445

About Resource Assignments ................................................................. 445 Working with Resource Assignments in the Gantt Chart ................................. 445

Viewing Resource Assignments in a Gantt Chart ...................................... 446 Configuring the Resources Assignments Gantt Chart Bars ........................... 446 Setting the Resources Detailed Assignments Gantt Chart Timescale .............. 447 Modifying Resource Assignment Dates in the Gantt Chart ........................... 448

Assigning a Resource to an Activity Assignment ........................................... 448 Viewing Assignment Unit and Cost Spreads ................................................ 449 Exporting Resource Assignment Data ....................................................... 450 Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page .............................................................................. 451 Applying the Progress Spotlight to the Resources Assignments View .................. 451

Resource Planning ................................................................................. 452

About Resource Planning ..................................................................... 452 Customizing the Resource Planning Spreadsheet ......................................... 453 Assigning Projects or WBS Elements to Resources or Roles .............................. 454 Assigning Resources or Roles to Projects or WBS Elements .............................. 455 Modifying Resource or Role Assignment Dates ............................................. 456 Allocating Units or the Percentage of Available Units to Resources or Roles ......... 457 Synchronizing Resource Planning Dates .................................................... 458 Splitting a Resource or Role Assignment ................................................... 459 Categorizing Resource or Role Assignments using Status Codes ........................ 460 Exporting the Resource Planning Spreadsheet ............................................ 461

Resource Analysis ................................................................................. 461

About Resource Analysis ...................................................................... 461 Analyzing Resource Allocations .............................................................. 462 Assigning Resources to Unstaffed Activities ............................................... 463 Viewing Role Usage ............................................................................ 464

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Viewing Resource Usage ...................................................................... 465 Exporting Resource or Role Usage Data .................................................... 467

Exporting Resource Data ......................................................................... 468

Exporting Resource Administration Data ................................................... 468 Exporting Resource Assignment Data ....................................................... 469 Exporting the Resource Planning Spreadsheet ............................................ 469 Exporting Resource or Role Usage Data .................................................... 470

Reports ............................................................................................... 473

About Reports ...................................................................................... 473

Working with Reports ......................................................................... 474 Scheduling Reports .......................................................................... 475 Running Reports On-Demand .............................................................. 476 Exporting a List of Reports ................................................................ 477 Viewing the Report Run History .......................................................... 478

About Publication Services and Reporting ..................................................... 478

Working with Publication Services for Reporting.......................................... 479 Publishing P6 Data for Reports ........................................................... 482 Defining Publication Periods .............................................................. 482

Enabling Automatic Publishing of P6 Project Data for Reports ..................... 483

Enabling Automatic Publishing of P6 Global Data for Reports ...................... 485

Configuring Publication Service Settings for Projects ................................ 485

Manually Publishing P6 Project Data for Reports ...................................... 486

Manually Publishing P6 Global Data for Reports ....................................... 487

Administration ....................................................................................... 489

About Administration ............................................................................. 489

About My Preferences ............................................................................ 490

Working with My Preferences ................................................................ 490 Customizing My Preferences Global Preferences .......................................... 491

Customizing Global Currency Preferences .............................................. 491 Customizing Global Date Format Preferences ......................................... 492 Customizing Global General Preferences ............................................... 492 Customizing Global Issues Preferences .................................................. 493 Customizing Global Performance Threshold Preferences ............................ 493 Customizing Global Project Score Preferences ........................................ 493 Customizing Global Resources Preferences ............................................ 494 Customizing Global Row Number Preferences ......................................... 494 Customizing Global Time Units Format Preferences .................................. 495 Sending E-Mail Notifications about Resource Assignments .......................... 496

Customizing My Preferences View Preferences ............................................ 496 Changing Your Own Password ................................................................ 497

About My Calendar ................................................................................ 498

Configuring My Calendar ...................................................................... 498 Setting Work Hours Per Time Period for My Calendar ................................ 498 Configuring the Standard Work Week for My Calendar ............................... 499 Modifying Calendar Days on My Calendar ............................................... 499 Importing Events to My Calendar ......................................................... 499

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About Application Settings ....................................................................... 500

Working with Application Settings .......................................................... 501 Configuring Data Limits Settings ............................................................. 502 Configuring Earned Value Settings .......................................................... 502

Defining Earned Value Calculations for WBS Elements ............................... 503 Configuring General Settings ................................................................. 503 Configuring ID Lengths Settings .............................................................. 504 Configuring Summarization Periods ......................................................... 505 Configuring General Settings ................................................................. 505 Configuring Timesheets Settings............................................................. 506 Configuring Time Periods Settings........................................................... 506

About Enterprise Data ............................................................................ 507

Working with Enterprise Data ................................................................ 508 About Baseline Types.......................................................................... 509

Creating Baseline Types.................................................................... 509 About Funding Sources ........................................................................ 510

Creating Funding Sources .................................................................. 510 About Notebook Topics ....................................................................... 510

Creating Notebook Topics ................................................................. 511 About Calendars ............................................................................... 511

Working with Calendars .................................................................... 511 Creating Global Calendars ................................................................. 512 Configuring Global Calendars ............................................................. 513 Setting Work Hours Per Time Period for Global Calendars .......................... 513

Configuring the Standard Work Week for Global Calendars ......................... 513

Modifying Calendar Days on Global Calendars ......................................... 513

Setting the Default Global Calendar ..................................................... 514

Creating Project Calendars ................................................................ 514 Configuring Project Calendars ............................................................ 515 Assigning a Base Calendar to a Project Calendar ...................................... 515

Setting Work Hours Per Period for a Project Calendar ............................... 516

Configuring the Standard Work Week for Project Calendars ........................ 516

Modifying Calendar Days on Project Calendars ........................................ 517

Changing a Project Calendar to a Global Calendar ................................... 517

Creating Resource Calendars .............................................................. 518 Configuring Resource Calendars .......................................................... 518 Assigning a Base Calendar to a Resource Calendar.................................... 519

Assigning a Resource to a Resource Calendar .......................................... 519

Setting Work Hours Per Time Period for a Resource Calendar ...................... 520

Configuring the Standard Work Week for Resource Calendars ...................... 520

Modifying Calendar Days ................................................................... 521

Changing the Calendar Type .............................................................. 521

About Locations ................................................................................ 522 Creating Locations .......................................................................... 522

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Importing Locations ......................................................................... 523 Creating Import Templates for Importing Locations .................................. 523

About Project Codes .......................................................................... 524 Creating Project Codes..................................................................... 524 Creating Project Code Values ............................................................. 524 Configuring Project Codes ................................................................. 525 Configuring Project Code Values ......................................................... 526

About User Defined Fields .................................................................... 526 Working with User Defined Fields ........................................................ 526 Creating Project UDFs ...................................................................... 527 Defining Formulas for User Defined Fields.............................................. 528 Defining Indicators for User Defined Fields ............................................ 528 Defining Statements for User Defined Fields ........................................... 529 Creating WBS UDFs .......................................................................... 530 Creating Activity UDFs ..................................................................... 531 Creating Expense UDFs ..................................................................... 531 Creating Step UDFs ......................................................................... 531 Creating Risk UDFs .......................................................................... 532 Creating Issue UDFs ......................................................................... 532 Creating Document UDFs .................................................................. 532 Creating Assignment UDFs ................................................................. 533 Creating Resource UDFs .................................................................... 533

About Work Breakdown Structures (WBS) .................................................. 533 Working with WBS Categories ............................................................. 534 Creating WBS Categories ................................................................... 536

About Activity Codes .......................................................................... 536 Working with Activity Codes .............................................................. 537 Creating Activity Codes .................................................................... 538 Creating Activity Code Values ............................................................ 539 Configuring Activity Code Values ......................................................... 540

About Cost Accounts .......................................................................... 541 Creating Cost Accounts .................................................................... 541

About Expenses ................................................................................ 542 Creating Expense Categories .............................................................. 542

About Step Templates......................................................................... 543 Creating Step Templates .................................................................. 543 Configuring Step Templates ............................................................... 543

About Risks ..................................................................................... 544 Working with Risks Enterprise Data ...................................................... 544 Configuring Risk Enterprise Data ......................................................... 545 About Risk Scoring Matrices ............................................................... 545 Working with Risk Scoring Matrices ...................................................... 546

Creating Risk Scoring Matrices ............................................................ 549

Assigning a Risk Scoring Matrix to a Project ............................................ 550

Assigning a Risk Scoring Matrix to a Project from the Enterprise Data Pane ..... 550

Assigning a Risk Scoring Matrix to a Project from the EPS Page .................... 551

Assigning a Risk Scoring Matrix to a Project from the Portfolios Section ......... 551

About Risk Thresholds ...................................................................... 552 Working with Risk Thresholds ............................................................. 552

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Creating Risk Thresholds ................................................................... 554

Modifying Risk Thresholds ................................................................. 555

About Risk Categories ...................................................................... 556 Creating Risk Categories ................................................................... 556

About Issues .................................................................................... 556 Creating Issue Codes ........................................................................ 557 Creating Issue Code Values ................................................................ 557

About Document Categories and Statuses .................................................. 558 Creating Document Categories ........................................................... 558 Creating Document Statuses .............................................................. 558

About Currencies............................................................................... 559 Adding a Currency .......................................................................... 559 Defining a Base Currency .................................................................. 560

About Financial Periods ....................................................................... 560 Creating Financial Periods ................................................................. 560 Creating a Financial Period Batch ........................................................ 561

About Overhead Codes ........................................................................ 562 Creating Overhead Codes .................................................................. 562

About Timesheet Periods ..................................................................... 563 Creating Timesheet Periods ............................................................... 563

About Resource and Role Rate Types ....................................................... 563 Configuring Resource and Role Rate Types ............................................. 564

About Resource Codes ........................................................................ 564 Creating Resource Codes .................................................................. 564 Creating Resource Code Values ........................................................... 565

About Resource Curves ........................................................................ 565 Defining Resource Curves .................................................................. 565

About Units of Measure ....................................................................... 566 Creating Units of Measure ................................................................. 566

About User Access ................................................................................. 567

About Users ..................................................................................... 567 The Default Admin Superuser ............................................................. 568 Creating User Accounts for P6 EPPM ..................................................... 568 Adding Users in Native Authentication Mode ........................................... 569

Adding Users in LDAP or SSO Authentication Mode .................................... 570

Configuring User Access .................................................................... 571 Assigning Associated Resources ........................................................... 572

Assigning Global Security Profiles ........................................................ 572

Assigning Module Access ................................................................... 573

Assigning OBS Elements to Users ......................................................... 573

Assigning Resource Access ................................................................. 574

Assigning User Interface Views ........................................................... 575

Changing Passwords......................................................................... 575 Changing User Passwords .................................................................. 575

Counting Users ............................................................................... 576 Deactivating User Accounts ............................................................... 576

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Deleting User Accounts .................................................................... 577 About the OBS .................................................................................. 577

Creating an OBS ............................................................................. 577 Assigning Users to an OBS .................................................................. 578

About Security Profiles ........................................................................ 579 Working with Security Profiles ............................................................ 580 Creating Global Security Profiles ......................................................... 581 Creating Project Security Profiles ........................................................ 582

About User Interface Views ...................................................................... 583

Working with User Interface Views .......................................................... 583 Creating User Interface Views ............................................................... 584 Configuring User Interface Views ............................................................ 586

About User Sessions ............................................................................... 587

Resetting User Sessions ....................................................................... 587

About Publication Services and Reporting ..................................................... 588

Working with Publication Services for Reporting.......................................... 589 Publishing P6 Data for Reports ........................................................... 592 Defining Publication Periods .............................................................. 592

Enabling Automatic Publishing of P6 Project Data for Reports ..................... 593

Enabling Automatic Publishing of P6 Global Data for Reports ...................... 595

Configuring Publication Service Settings for Projects ................................ 595

Manually Publishing P6 Project Data for Reports ...................................... 596

Manually Publishing P6 Global Data for Reports ....................................... 597

CSH .................................................................................................... 598

Access Tab of the Create Filter Dialog Box of the Assignments Page ...................... 598

Access Tab of the Create or Modify Filter Dialog Box ........................................ 598

Access Tab of the Customize Activity View Dialog Box ...................................... 599

Access Tab of the Customize Dashboard Page ................................................ 599

Access Tab of the Customize EPS View Dialog Box ........................................... 600

Access Tab of the Customize Resources Assignments View Dialog Box of the Assignments Page ....................................................................................................... 600

Access Tab of the Issue Forms Page ............................................................ 601

Action Required Tab of the Document Reviews Portlet of the Dashboards Page ........ 602

Action Required Tab of the Workflows Portlet of the Dashboards Page .................. 603

Activities Detail Window of the Project Security Profiles Page ............................ 606

Activities Detail Window of the Risks Page .................................................... 607

Activities Page ..................................................................................... 611

Activities Portlet of the Workgroup Workspace Page ........................................ 613

Activities Work Area of the Timesheet Approval Page ....................................... 614

Activity Calendar Format of the Activities Page .............................................. 617

Activity Codes - EPS Page ........................................................................ 619

Activity Codes - Global Page..................................................................... 620

Activity Codes - Project Page ................................................................... 621

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Activity Codes Details Page of the Activity Form Page ...................................... 622

Activity Codes Page ............................................................................... 622

Activity Details Dialog Box ....................................................................... 623

Activity Details Dialog Box of the Resource Staffing Dialog Box ............................ 624

Activity Details of the Resources Dialog Box .................................................. 625

Activity Editing Tab of the User Interface View Details Page ............................... 626

Activity Form Page ................................................................................ 626

Activity Gantt Chart Format of the Activities Page .......................................... 628

Activity List for WBS Dialog Box ................................................................. 630

Activity Network Format of the Activities Page .............................................. 631

Activity Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box632

Activity Table Format of the Activities Page .................................................. 634

Activity UDFs Page ................................................................................ 636

Add Activity Expenses Page of the Activity Form Page ...................................... 636

Add Folder Dialog Box ............................................................................ 637

Add Issue Page ..................................................................................... 638

Add Location Dialog Box of the Locations Page ............................................... 640

Add or Edit Service Dialog Box of the Project Scheduled Services Page .................. 642

Add Steps Page of the Activity Form Page ..................................................... 643

Add User Dialog Box............................................................................... 644

Add Users from LDAP Dialog Box of the Users Page .......................................... 645

Administration Detail Window of the Global Security Profiles Page ....................... 647

Administration Page .............................................................................. 648

Advanc