P6 Professional User Guide

3)Click the Risks tab.

4)On the Risks tab, click Assign.

5)On the Assign Risks dialog box:

a.Select the risk you want to assign to the activity.

To assign multiple risks, hold down the Ctrl key, then click each risk to assign.

b.Click the Select icon.

Responding to a risk (P6 Professional Only)

If you decide to respond to a risk, you can choose to select a response and to define new risk impacts based on the your response.

Note: The Response section is disabled if you have not selected values in the Pre-Response section for the Probability, Schedule, and Cost fields.

To respond to a risk and develop a response:

1)If you haven't already done so, do the following to display the Risks details:

a.Choose Project, Risks.

2)Display Risk Details.

3)If not already selected, select the risk for which you want to respond.

4)Click the Impact tab.

5)On the Impact tab, Response section:

a.In the Response Type list, select the appropriate value.

b.In the Response Description field, type a description of the response.

6)On the Impact tab, Post-Response section:

a.In the Probability list, select the appropriate value.

b.In the Schedule list, select the appropriate value.

c.In the Cost list, select the appropriate value.

d.Observe the Score field field. It shows the risk calculation based on the values you selected for the Probability, Cost, and Schedule fields.

Adding and Assigning Work Products and Documents

Work Products and Documents

The Work Products and Documents feature enables you to catalog and track all project-related documents and deliverables. This includes guidelines, procedures, standards, plans, design templates, worksheets, and all types of project deliverables. A work product or document can provide standards and guidelines for performing an activity's work, or it can be formally identified as a project standard. A work product or document can also be activity output, such as testing plans and blueprints. You can also use the Work Products and Documents feature to identify project deliverables, documents that will be delivered to the end user or customer at the end of the project.

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Managing Projects

With P6 Professional, you can assign work products and documents to activities and to work breakdown structure (WBS) elements. During a project's early planning stages, you can assign a work product or document to a WBS element. Later, you can assign the same work product or document to one or more activities as your project's activity details develop.

The Work Products and Documents feature enables you to maintain general information about project documents, such as revision date, location, and author. The actual document files can be stored on a network file server, configuration management system, or Web site, depending on project requirements. You can specify a public or private location for the document files. Specifying a public location enables any P6 Professional user to view the document.

View a project's document library

Choose Project, Work Products and Documents.

Tip

To change the document display from outline to list view, click the Title column label. A triangle symbol in the Title column label indicates a list display.

Add a work product or document record

Before you can assign a work product or documents to a project, you need to add a record for it in the project database.

1)Choose Project, Work Products & Documents.

2)Click on the Edit toolbar or choose Edit, Add.

3)Type a title for the document.

4)To record general details for the document, such as title, reference number, and author, display WP & Doc Details, click the General tab, then type the information.

Assign a document status or category

Document status and category designations can help you track project work products and documents. For example, status designations can identify which documents are in review or completed, and category designations can identify documents that are project standards or project deliverables. You create document status and document category designations through the Administrative Categories feature and assign status and category designations in the Work Products & Documents window.

1)Choose Project, Work Products and Documents, then select the document.

2)Display WP & Doc Details, then click the General tab.

3)In the Document Category field, click , select a category, then click the Select button.

4)In the Status field, select a status.

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P6 Professional User Guide

Specify work product and document location references

P6 Professional supports two types of document location references, private and public. Private location references can only be viewed by P6 Professional users. Public location references can be viewed by all project participants. For this reason, public location references typically refer to files stored in a widely accessible network location such as an intranet or the Internet.

1)Choose Project, Work Products and Documents, then select the work product or document.

2)Display WP & Doc Details, then click the Files tab.

3)In the appropriate location field, type the full path and filename of the document.

Tip

Click the Browse button to select a file.

Identify a document as a work product

You can identify a document as a work product if it is assigned to a WBS element or activity.

1)Choose Project, Work Products & Documents, then select the document.

2)Display WP & Doc Details, then click the Assignments tab.

3)If the document is already assigned to the WBS or activity for which it is a work product, mark the corresponding Work Product checkbox.

If the document is not yet assigned to a WBS element or activity, click Assign, then select the WBS element or activity to which you want to assign the document. Click the Assign button and the Close button, then mark the Work Product checkbox.

Display work product and document details in the WPs and Docs window

Right-click and select WP & Doc Details.

Display work product and document details in the Activities window

1)Choose Project, Activities.

2)Select an activity associated with the document.

3)Display Activity Details, then click the WPs & Docs tab.

To display the WPs & Docs tab, click the Layout Options bar and choose Bottom Layout Options. In the Available Tabs section, select WPs & Docs, click , then click OK.

4)Select the work product or document, then click Details.

To view the work product or document, click Launch next to the appropriate Location field.

Note

Only P6 Professional users can open private location documents. Public location documents can be viewed by all project participants.

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Managing Projects

Display work product and document details in the Work Breakdown Structure window

1)Choose Project, WBS.

2)Select a WBS element associated with the work product or document.

3)Display WBS Details, then click the WPs & Docs tab.

To display the WPs & Docs tab, right-click in the Details area and choose Customize WBS Details. In the Available Tabs section, select WPs & Docs, click , then click OK.

4)Select the work product or document, then click Details.

To view the work product or document, click Launch next to the appropriate Location field.

Note

Only P6 Professional users can open private location documents. Public location documents can be viewed by all project participants.

Assign work products and documents from the WPs and Docs window

1)Select the work product or document.

2)Display WP & Doc Details, then click the Assignments tab.

3)Click Assign.

4)Select the activity or WBS element to which you want to assign the selected document, then click the Assign button.

5)Click .

Note

You can select only WBS elements or activities that belong to the project for which the work product or document was created.

Assign work products and documents to an activity from the Activities window

1)Select the activity.

2)Display Activity Details, then click the WPs & Docs tab.

To display the WPs & Docs tab, click the Layout Options bar and choose Bottom Layout Options. In the Available Tabs section, select WPs & Docs, click , then click OK.

3)Click Assign.

4)Select the work product or document you want to assign, then click the Assign button. You can select only work products or documents that were created for the project to which the activity belongs.

5)Click .

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