Customizing Activity Layouts

1)In the Project menu, choose Activities, or Resource Assignments, or WBS to open the respective layout. Or, choose Enterprise, Projects to open a project layout.

2)Choose View, Layout, Open.

You can also click the Layout Options bar and choose Layout, Open. You are prompted to save the current layout.

3)Select the layout you want to open, then click Open.

To preview the layout without closing this dialog box, click Apply.

Create a new activity layout

To create a new activity or resource assignment layout, you save an existing layout with a new name, then modify it and save your changes. To create a new activity or resource assignment layout, you must have the appropriate security privileges.

1)Open an existing layout that most closely resembles the format of the new layout you want to create.

2)Choose View, Layout, Save As.

You can also click the Layout Options bar and choose Layout, Save As.

3)Type a name for the new layout.

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4)In the Available To field, select a user category, then click Save. To create a global layout, choose All Users.

To create a layout only for your own use, choose Current User.

To create a layout for another user, choose Another User. Then, in the User field, click to specify the user.

5)Modify the layout, if necessary, then choose View, Layout, Save.

Note

If you save a layout for a specific user, the layout is listed in the Open Layout dialog box only for that user. You must log in under the specified user name to open the layout.

Save a layout as a project layout

You can save layouts in the Activities, Resource Assignments and WBS views as project layouts. Layouts can be saved as project layouts in any project that you have opened and to which you have Add/Edit Project Level Layouts privilege. Consider saving a layout as a project layout if you want to do any of the following:

Export the project with the layout

Copy and paste the project and want the layout to be copied and pasted with the project

Share the layout with other users of the project without unnecessarily adding layouts to the global layouts

Saving the Layout as a Project Layout

Before you begin, you must have at least one project open.

1)Choose View, Layout, Save As.

You can also click the Layout Options bar and choose Layout, Save As.

2)Type a new name for the current layout.

3)In the Available To field, select Project.

4)In the Project field, click to specify a project. The Select Project dialog box displays.

5)Select a project from the list.

Note:

Only currently opened projects will appear in the Select Project dialog box. To select a project that is not in the list, cancel out of the Select Project and the Save Layout As dialog boxes. Then use the Projects view to open both the project with the layout you are copying and the target project. Ensure the project with the layout is the default project. Then repeat the steps in this topic.

6)Click Save.

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Notes

Only global or layout filters can be assigned to a project layout. When a layout is saved as a project, any previously applied user filter is automatically copied to the layout filters section.

Saving a layout as a project layout requires Add/Edit Project Level Layouts privileges to the target project.

Exporting and Importing Layouts

Exporting a layout

1)In the Project menu, choose Activities, or Resource Assignments, or WBS to open the respective layout. Or, choose Enterprise, Projects to open a project layout.

2)Choose View, Layout, Open.

You can also click the Layout Options bar and choose Layout, Open. You are prompted you to save the current layout.

3)Highlight the layout you would like to export.

4)Click Export. Browse to the location where to save the . plf file.

5)Click Save.

Importing a layout

1)In the Project menu, choose Activities, or Resource Assignments, or WBS to open the respective layout. Or, choose Enterprise, Projects to open a project layout.

2)Choose View, Layout, Open.

You can also click the Layout Options bar and choose Layout, Open. You are prompted you to save the current layout.

3)Click Import. The application responds by prompting you to choose a . plf file.

4)In the Import Layout As dialog box, type an appropriate name for the layout.

5)In the Available To field, select a user category. Depending on your privileges, you will be able to choose All Users, Another User, Current User, or Project.

If you selected Another User, in the User field, click to specify a user. The Select User dialog box displays.

If you selected Project, in the Project field, click to specify a project. The Select Project dialog box displays.

Note: Only currently opened projects will appear in the Select Project dialog box. 6) Click Save.

Copying Data to External Applications

You can copy data from P6 Professional and paste it into any external application, such as Microsoft Excel or OpenOffice.

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