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Getting Started

 

In This Section

 

About Consent Notices............................................................................................

29

Workspace Basics...................................................................................................

29

Setting User Preferences ........................................................................................

48

About Consent Notices

Consent notices alert you to the need to protect personal information (PI). You and your organization might be collecting, processing, storing, and transmitting PI while using P6 Professional. When you accept a consent notice, your consent covers the collection, processing, storing, and transmission of PI data in all areas of P6 Professional and means of retrieving data from P6 Professional including but not limited to project export, reports, documents, API, and data stored locally with the Primavera Cache Service.

You may be asked to provide consent to show that you understand the need to treat PI as secure data. You may also be asked to provide consent for your organization to collect, process, store, and transmit your PI. If you refuse consent, you will be denied access to P6 Professional.

You can withdraw your consent at any time by clicking Forget All User Acceptance on the Personal Information tab in User Preferences.

Viewing Your PI Data in P6 Professional

To see your PI in P6 Professional:

1)Choose Edit, User Preferences.

2)Click the Personal Information tab.

Tips

You can withdraw your previously given consent at any time by clicking Forget User Acceptance.

Workspace Basics

Symbols

The following symbols are displayed throughout the application, organized by type.

General and admin symbols

EPS, project, and WBS symbols

Activity symbols

Resource and role symbols

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P6 Professional User Guide

Report and layout symbols

When connected to a P6 Professional database: Issue, risk, and threshold symbols

When connection to a P6 EPPM database: Issue and threshold symbols

Work product and document symbols

General and admin symbols

These symbols represent general data.

Calendar

Notebook topic

Cost account, Funding source

User

This symbol appears only when P6 Professional connects to a

P6 Professional database.

OBS element

This symbol appears only when P6 Professional connects to a

P6 Professional database.

Security profile

This symbol appears only when P6 Professional connects to a

P6 Professional database.

Security profile privilege

This symbol appears only when P6 Professional connects to a

P6 Professional database.

Funding source

EPS, project, and WBS symbols

These symbols represent EPS, project, and WBS data.

EPS node

Project (not open)

Opened project

30

Getting Started

What-if project

What if project, checked out

What if project, checked out, opened

What if project, opened

Checked out project

Project, checked out, opened

Project code

Portfolio global

WBS element, WBS category

Expense item

Budget log item

Baseline

WBS milestone

Activity symbols

These symbols represent activity data.

Activity (Not started)

Activity has been marked as Started

Activity has been marked as Finished

Activity codes

Activity successor

Activity predecessor

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P6 Professional User Guide

Activity resource assignment

Activity step

Activity role assignment

This symbol appears only when P6 Professional connects to a

P6 Professional database.

Activity steps template

Resource and role symbols

These symbols represent resource and role data.

Resource, Labor

Resource, Non Labor

Resource assigned to current project

Resource code

Resource units and prices

Role

Role code

Resource assignment

Assignment code

Resource, Material

Resource, Assign by role

Resource associated with user

Resource associated with user assigned to current project

Resource, Non Labor assigned to current project

Resource, Non Labor associated with user

32

Getting Started

Resource, Non Labor associated with user assigned to current project

Resource Primary

Role assigned to current project

Report and layout symbols

These symbols represent report and layout data.

Report Group, Batch Reports

Report

Report Wizard

Global or Project Layout

User Specific Layout, Tracking Layout

Filter

Issue, risk, and threshold symbols

These symbols represent issue or threshold data.

Issue

Threshold

This symbol appears only when P6 Professional connects to a P6

Professional database.

Risks

Work product and document symbols

These symbols represent work product or document data.

33