P6 Professional User Guide
3)Display Activity Details, then click the Notebook tab.
To display the Notebook tab, click the Layout Options bar and choose Bottom Layout Options. In the Available Tabs section, select Notebook, click 
, then click OK.
4)Click Add.
5)Select the notebook you want to assign.
To assign multiple notebooks, hold down the Ctrl key, then click each notebook you want to assign.
6)Click the Assign button, then click the Close button.
7)Click Modify to type a description of the activity notebook in an HTML editor.
In the editor, you can format text, insert pictures and tables, copy and paste information from other document files (while retaining formatting), and add hyperlinks.
Global Change
Global change
The Global change feature enables you to make changes to all activities, resource assignments, or project expenses, or a selected group of these items, at one time. You can use Global change to edit existing values or assign new values. For example, you can create a statement to assign resource assignments to a group of activities.
When you run Global change, data exclusively locked by another user does not change. To obtain exclusive access, before opening the project, choose Exclusive in the Access Mode section of the Open Project dialog box.
Notes
You must have access to the activities, resource assignments, and expenses to which you want to make global changes. If your security profile does not enable you to access all of these items, you will not be able to commit the changes you make.
If you manually plan future period resource/role allocation, changing data globally may change or delete manual future period values.
How?
For activity resource assignments, globally changing the Planned Finish, Remaining Finish, and Actual Start may cause manual future period values to change. Manual future period values are deleted when you globally change the assigned Curve, specify an Actual Finish date, or set the Budgeted or Planned and Remaining Units or Units/Time (Labor, Non-Labor, or Material) to zero.
For activities, globally changing the Actual Start, Planned Finish, Planned or Original Duration, Remaining Finish, or Remaining Duration may cause manual future period values to change. Manual future period values are deleted when you globally change the Duration Type to Fixed Units or Fixed Units/Time, specify an Actual Finish date, or set the Budgeted or Planned Units/Time to zero.
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Global change conditions
If statements control which project data changes. Then statements and Else statements specify the changes to be made. You can define an unlimited number of If, Then, or Else statements.
All global change specifications require at least one Then statement. If statements are optional. A Then statement with no If statement is applied to all activities in the current filter.
Multiple instances of global change specifications are not stored. When you choose Tools, Global Change, the last set of conditions you specified are the only ones available.
If statements
If statements define the conditions used to make changes to project data. When you define multiple If statements, link them by selecting All of the Following or Any of the Following. When you select All of the Following, data changes only if all If statement conditions are true. When you select Any of the Following, data changes if at least one of the If statement conditions are true.
Then statements
Then statements specify the changes to make to project data when the If conditions are satisfied. Multiple Then statements are run in the sequence you list them. If you want to set the Parameter/Value equal to a user-entered number, the second Parameter/Value field and the Operator field must be left blank.
Else statements
Else statements specify the changes to make to project data when the If conditions are not met. To specify an Else statement, you must define at least one If statement. If you want to set the Parameter/Value equal to a user-entered number, the second Parameter/Value field and the Operator field must be left blank.
Change data globally
1)Choose Tools, Global Change.
2)Click New.
3)Select a Subject Area.
4)Type a name to identify the global change specification.
5)Define If, Then, Else and statements to specify the data you want to change. Click Add to define additional If, Then, or Else statements.
6)Click Change.
7)To accept the changes, click Commit Changes; to cancel the global change and return the data to its original state, click Cancel Changes.
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Notes
If you manually plan future period resource/role allocation, changing data globally may change or delete manual future period values.
How?
For activity resource assignments, globally changing the Planned Finish, Remaining Finish, and Actual Start may cause manual future period values to change. Manual future period values are deleted when you globally change the assigned Curve, specify an Actual Finish date, or set the Budgeted or Planned and Remaining Units or Units/Time (Labor, Non-Labor, or Material) to zero.
For activities, globally changing the Actual Start, Planned Finish, Planned or Original Duration, Remaining Finish, or Remaining Duration may cause manual future period values to change. Manual future period values are deleted when you globally change the Duration Type to Fixed Units or Fixed Units/Time, specify an Actual Finish date, or set the Budgeted or Planned Units/Time to zero.
You must have access to the activities to which you want to make global changes. If your security profile does not enable you to access all the activities, you will not be able to commit the changes you make.
When you type a value for duration or units in Parameter/Value fields (in Then and Else statements), the value is entered into the database without being converted to hours. So, for example, if you enter 2d, the value stored is 2 days, not 16 hours. If you do not specify a unit when entering a value (for example, you enter 2 rather than 2d), the time unit defaults to the time unit specified in user preferences (User Preferences, Time Units tab).
When connected to a P6 Professional database: If you are applying a global change to a unit or duration field, the Use the assigned calendar to specify the number of work hours for each time period checkbox (on the Admin Preferences, Time Periods tab) is ignored if set. Because it is ignored, the global change applies the unit or duration value based on the Admin Preferences hours per time period settings.
When connected to a P6 EPPM database: If you are applying a global change to a unit or duration field, the Use the assigned calendar to specify the number of work hours for each time period checkbox (set using the P6, Application Settings) is ignored if set. Because it is ignored, the global change applies the unit or duration value based on the Application Settings hours per time period settings.
Add an If statement
An If statement defines conditions under which certain changes should be made to project data. When the If statement is true, the changes specified in the Then statement are applied. When the If statement is not true, the changes in the Else statement are applied.
1)Choose Tools, Global Change.
2)Click New, or select an existing specification and click Modify.
3)In the topmost section of the Modify Global Change dialog box, select Activities, Activity Resource Assignments, or Project Expenses for Subject Area.
4)Type a name to identify the Global change specification.
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5)For Parameter, select to include All of the Following conditions in the If statement, Any of the Following conditions in the statement, or a data item.
6)Select a statement criteria in the Is field.
7)Define a value for the specified parameter.
8)If necessary, define a high value for the specified parameter.
9)To define more than one If statement for this Global change session, click Add and repeat steps 5 through 8.
Add Then and Else statements
1)Choose Tools, Global Change.
2)Click New, or select an existing specification and click Modify.
3)Click in the Then section to define a Then statement and in the Else section to define an Else statement.
4)Click Add.
5)In the Parameter field, select a data item.
6)In the Parameter/Value field, select a data item to use as the first parameter in the statement. Select Custom to type a text or numeric value.
7)Select an operator to define an arithmetic equation to change numeric data.
Arithmetic operators can connect two data items, a data item and a number, or two numbers.
8)Depending on the data items selected for the first parameter, either type a value in the second Parameter/Value field, or select it from a predefined list.
If the first parameter requires a valued definition rather than a second parameter, you can leave this field empty.
Note
You can define Then statements without defining either an If statement or an Else statement. To define an Else statement, you must first define an If statement.
Edit a statement
1)Choose Tools, Global Change.
2)Select a global change specification, then click Modify.
3)Click in the If, Then, or Else sections of the Global Change dialog box.
4)Double-click the parameter, criteria, parameter/value, or operator you want to change.
5)Type or select a new data item, condition, operator, or value.
Notes
Changing some parameters of an If, Then, or Else statement may affect the operators and criteria available in the statement.
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