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Quick Tour 17

Selecting a Language

Use the Set Language dialog box to select the language in which to display the information in menus, dialog boxes, and messages.

This option does not affect the data you enter; this information appears exactly as typed.

Select a language To display the Set Language dialog box, choose

Tools, Set Language.

Primavera - Project Management

18 Part 1: Overview and Configuration

The Workspace

When you first open a project, the Home workspace displays the main functions available in the module. For example, click Activities to focus on activity data and customize layouts. The workspace for each main window consists of a menu bar, navigation bar, directory bar, toolbar, and command bar.

Use the toolbar to quickly access options that

 

Use the navigation bar to move

 

 

pertain to the window displayed and to change

 

between open windows, display and

 

 

 

 

the look of your layout.

 

hide the directory, and open Help

 

 

 

 

 

 

 

quickly for a specific window.

 

Choose a menu

 

 

 

 

 

 

 

 

 

 

 

 

 

to open a list

 

 

 

 

 

 

 

 

 

 

of commands.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Use the directory to switch your focus.

Click the buttons in the Command bar to perform various functions specific to the open window.

Primavera - Project Management

Quick Tour 19

Display data at the enterprise level

Display data at the project level

Display the directory bar Use the directory to display windows quickly. Choose View, Toolbars, Directory, to display or hide the directory bar. To display or hide directory bar button text, choose View, Toolbars, Directory Button Text.

Displays the Projects window. Use to globally review the global enterprise project structure (EPS), and to work with individual projects.

Displays the Resources window. Use to add or modify your organization's resources.

Displays the Reports window. Use to produce reports for all projects or the open project.

Displays the Tracking window. Use to display and create tracking layouts for the open project.

Displays the Work Breakdown Structure window. Use to add or modify the open project's work breakdown structure (WBS).

Displays the Activities window. Use to work with activities in the open project.

Displays the Resource Assignments window. Use to view, add, and delete resources assigned to activities.

Displays the Work Products and Documents window. Use to create and assign work products/documents for the open project.

Displays the Project Expenses window. Use to work with expense items for the open project.

Displays the Project Thresholds window. Use to add or delete thresholds for the open project.

Displays the Project Issues window. Use to add or delete issues for the open project, review issue history, and notify other team members of issues.

Displays the Project Risks window. Use to add, delete, or calculate risks for the open project.

Primavera - Project Management

20 Part 1: Overview and Configuration

Display the navigation bar Use the navigation bar to move between open windows. You can also use the navigation bar to display and hide the directory and open Help for the current window or dialog box. The navigation bar is displayed or hidden when you choose View, Toolbars, Navigation Bar. To display or hide navigation bar button text, choose View, Toolbars, Navigation Bar Button Text.

Returns to the Home workspace

Displays the next window in a series of windows you opened. The Forward button is available only after you use the Back button to redisplay a previous window.

Displays the last window you opened

Displays or hides the directory

Opens Help

Use shortcut menus Instead of using standard menus and buttons, you can also use the right mouse button to access frequently used commands. To use shortcut menus, right-click an element or the white space in any window, then choose the appropriate command.

Select multiple items To select a group of items that are next to each other in the display, hold down the Shift key, click the first item in the group, then click the last item in the group. To select multiple items that are not next to each other in the display, hold down the Ctrl key, then click each item you want to select.

Primavera - Project Management