P6 Professional User Guide

Wizards

Wizards are a great way to speed up your work. They quickly guide you through repetitive tasks, doing most of the work for you.

The wizards help you

Create projects

Add activities

Add resources

Create reports

Import projects

Export projects

Check in projects

Check out projects

You can choose to launch the New Activity and New Resource wizards automatically when you add a resource or activity. Other wizards are available when you select the applicable menu option, for example, project check in/check out, or when you select a dialog box option.

Navigate wizards

To move between wizard windows, click Prev or Next. To save changes and close a wizard, click Finish. To exit a wizard without saving your changes, click Cancel.

Select and assign information

Many of the fields provide a Select dialog box that lists the available entries.

1)Click in the field or in the open tab or dialog box.

2)Select the item you want to use, then click .

- Or -

To replace a value, click .

To remove a value, click . 3) If necessary, click .

Note

In some tabs and dialog boxes, you can remove an item by selecting it and clicking

.

Global data vs. project-specific data

You can store project data at an enterprise level and a project level. Whether the data you store are global or project-specific depends on the data type.

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Global data are defined at the enterprise level and are available to all projects across the enterprise. Examples of global data include the EPS and OBS, and resource and role information. You can access most enterprise-level data from the Enterprise menu or the Enterprise toolbar.

Project-specific data are defined at the project level and are available only to that project. Examples of project data include activities, WBS, and work products and documents. You can access most project-specific data from the Project menu or the Project toolbar.

Some data can be defined at either a global or project level. For example, you can create global calendars to define available workhours that apply to all projects, and project calendars to define available workhours unique to a specific project.

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, press 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, press the Ctrl key, then click each item you want to select.

Quickly enter the same text in multiple table rows

In some table format display columns, you can use the Fill Down feature to quickly enter the same text in successive rows.

To copy text from one row to successive rows within a column, select the row containing the text you want to copy and the rows you want to copy the text to, then choose Edit, Fill Down.

The following provides an example:

Using the Fill Down function, you can quickly copy the activity name Design external interfaces from activity A1350 to activities A1840, A1850, and A1860.

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Tips

The rows you select to copy to can be next to each other as shown in the preceding graphic, or not directly adjacent, as shown in the following graphic.

The Fill Down feature can also be used to copy text to rows above the first row you select. The text will always be copied from the first row you select to the subsequent rows you select. Select multiple rows by pressing the Ctrl key as you click each row you want to copy to.

Using the HTML editor

The HTML editor enables you to add, edit, and format notes and descriptions for the selected data item. Using the editor, you can insert images, links, tables, bulleted lists, and numbered lists into notebook and description fields. You can also copy content from another source and paste it into the editor.

Accessing the HTML Editor

To display the HTML editor, go to one of the following locations in the module, then click Modify to open the editor.

Activity Details > Notebook tab

Activity Details > Steps tab

When connected to a P6 Professional database: Activity Step Templates dialog box (choose Enterprise, Activity Step Templates)

When connected to a P6 Professional database: Cost Accounts dialog box (choose Enterprise, Cost Accounts)

Expense Details > Description tab

When connected to a P6 Professional database: Funding Sources dialog box (choose Enterprise, Funding Sources)

Issue Details > Notes tab

When connected to a P6 Professional database: Organizational Breakdown Structure dialog box > General tab (choose Enterprise, OBS)

Project Details > Notebook tab

Resource Details > Notes tab

Roles dialog box > General tab (Enterprise, Roles)

WBS Details > Notebook tab

WP & Doc Details > Description tab

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Working with the HTML editor

The content you add or edit in the HTML editor appears in the description or notes area of the dialog box or tab from which you opened the editor. To save your changes and display them in the dialog box/tab, click OK in the editor. Your changes do not appear in the dialog box/tab until you click OK, which also closes the editor.

The HTML editor toolbar contains the following icons:

Opens the Font dialog box, in which you can select text font, style, size, and effects such as underlining and color.

Aligns the selected row or text in the center of the editor window.

Aligns the selected row or text on the left side of the editor window.

Aligns the selected row or text on the right side of the editor window.

Starts or ends a bulleted list in the selected row.

Starts or ends a numbered list in the selected row.

Outdents the selected row or text.

Indents the selected row or text.

Opens the Picture dialog box. In the dialog box, you can select the image you want to insert, type alternate text for the image, and set alignment, border, and spacing options.

Opens the Hyperlink dialog box, in which you can choose a web protocol and specify the appropriate URL.

Inserts a three-row by three-column table. You can not modify the number of rows or columns in the table.

Note

Right-clicking in the HTML editor presents options you can use to cut, paste, copy,or delete selected areas; to undo or redo the previous action; to print; to remove previously applied formatting; to insert a table, or to open the Font, Hyperlink, or Picture dialog box.

Using Hot Keys

The following tables list the menu options that have hot keys. If an option is not listed, it does not have a hot key.

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File Menu (Alt-F)

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