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- •Contents
- •Welcome
- •Using the P6 Professional User's Guide
- •Introducing P6 Professional
- •About P6 Professional Standalone
- •Understanding Project Management
- •Why Use P6 Professional?
- •Why Use P6 Professional in an P6 EPPM environment?
- •Your Role in the Organization
- •P6 Professional Process Overview
- •Planning, Controlling, and Managing Projects
- •Getting Started
- •About Consent Notices
- •Viewing Your PI Data in P6 Professional
- •Workspace Basics
- •Symbols
- •Using main windows
- •Using Hint Help
- •Using the Status Bar and Layout Options bar
- •Display window details
- •Tile windows horizontally or vertically
- •Wizards
- •Navigate wizards
- •Select and assign information
- •Global data vs. project-specific data
- •Use shortcut menus
- •Select multiple items
- •Quickly enter the same text in multiple table rows
- •Using the HTML editor
- •Using Hot Keys
- •Using Shortcut Keys
- •Setting User Preferences
- •Define user preferences
- •Define how to display time information
- •Specify a format for dates
- •Select a view currency
- •Specify a format for currency
- •Define how to display codes
- •Enter email settings
- •Set wizard options
- •Change my password
- •Set startup options
- •Define the range of financial periods to display in columns
- •Set resource analysis options
- •Select Startup Filters
- •Load resource summary data at startup
- •Select calculation options for resource and role assignments
- •Structuring Projects
- •Setting up and starting to work with the EPS
- •Enterprise Project Structure overview
- •Defining the Enterprise Project Structure
- •Set up the EPS structure
- •Add a project to the EPS hierarchy
- •Show or hide details in the EPS hierarchy
- •Use status for filtering projects in the EPS
- •Delete an EPS node or project
- •Copy an EPS node or project
- •Working with and defining the OBS
- •Organizational breakdown structure (OBS) overview
- •Setting up the OBS
- •View the OBS
- •Add an OBS element
- •Assign an OBS element to a WBS element
- •Edit an OBS element
- •Delete an OBS element
- •View the OBS chart display
- •Change the OBS chart display
- •Defining Resources and Roles
- •Resources
- •Resources
- •Add a resource
- •Adding resources using a wizard
- •View resources
- •Define resource shifts
- •Display resource details
- •Calculating cost when using multiple resource rates
- •Having a discussion with team members
- •Roles
- •Roles
- •Add a role
- •Define price/unit rates for roles over time
- •Define role limits over time
- •Assign roles to activities
- •Assign roles to resources from the Resources window
- •Assign roles to resources from the Roles dialog box
- •View roles
- •Edit resource information
- •Defining Resource Curves
- •Resource curves
- •Add a resource curve
- •Delete a resource curve
- •Defining the WBS
- •Work Breakdown Structure
- •Using a WBS for top-down planning
- •Using weighted milestones in the work breakdown structure
- •WBS status types
- •View the WBS
- •Display work breakdown structure details
- •Add a WBS element
- •Edit a work breakdown structure element
- •Assign WBS weighted milestones
- •Assign WBS Category values (P6 Professional Only)
- •Change the work breakdown structure chart display
- •Change the work breakdown structure table display
- •Copy and paste a work breakdown structure element
- •Define earned value settings for a specific work breakdown structure element
- •Delete a work breakdown structure element
- •Defining Project, Resource, and Activity Codes
- •Project Codes
- •Project codes and values
- •Create project codes
- •Create project code values
- •Assign project codes and values
- •Resource Codes
- •Resource codes
- •Create resource codes
- •Create resource code values
- •Assign resource codes and values
- •Activity Codes
- •Activity codes and values
- •Defining Global Activity Codes and Values and Values Colors
- •Create global activity codes
- •Create global activity code values
- •Defining Project Activity Codes and Values and Values Colors
- •Create project-level activity codes
- •Create project-level activity code values
- •Promote project-level activity codes and values
- •Defining EPS-level Activity Codes and Values and Values Colors
- •Create EPS-level activity codes
- •Create EPS-level activity code values
- •Promote EPS-level activity codes and values
- •Defining Custom Fields
- •User-defined fields
- •Define custom user fields
- •Choosing data types for user-defined fields
- •Indicator user-defined fields
- •Defining Calendars
- •Calendars
- •Defining default hours per time period in calendars
- •Project Calendars
- •Create a project calendar
- •Edit a project calendar
- •Delete a project calendar
- •View project calendar assignments
- •Global Calendars
- •Create a global calendar
- •Edit a global calendar
- •Delete a global calendar
- •Specify a default global calendar
- •View global calendar assignments
- •Resource Calendars
- •Create a shared resource calendar
- •Create a personal resource calendar
- •Edit a resource calendar
- •Edit your personal resource calendar
- •Delete a resource calendar
- •View resource calendar assignments
- •Working with the EPS
- •Managing projects using the EPS
- •Defining project details
- •Enter project dates
- •Specify a fiscal start month
- •Set project resource options
- •Change a project name
- •Change a project ID
- •Change the project leveling priority
- •Change a project's status
- •Developing Projects
- •Adding Activities to a Project
- •Activities
- •Activity types
- •Activity dates
- •Synchronizing activity duration, units, and resource units/time
- •Define general activity information
- •Add activities in the Activity Table
- •Add activities in the Activity Network
- •Define activity types
- •Define activity duration types
- •Define activity percent complete types
- •Assign a calendar to an activity
- •Enter activity durations
- •Enter activity start and finish dates
- •Enter a physical percent complete for activities
- •Enter unit information for resource assignments
- •Enter cost information for resource assignments
- •Dissolve an activity
- •Define milestones
- •View activity float values
- •View activity summaries
- •Copy and paste activities in the Activity Table
- •Copy and paste activities in the Activity Network
- •Renumber activity IDs in the Activity Table
- •Linking Activities with Relationships
- •Relationships
- •Adding relationships between activities
- •Add predecessor relationships
- •Add successor relationships
- •Create relationships in the Gantt Chart
- •Create relationships in the Activity Network
- •Viewing activity relationships
- •View activity relationships in Activity Details
- •View activity relationships in the Gantt Chart
- •View activity relationships in the Activity Network
- •View activity relationships in Trace logic
- •View activity relationships in the Activity Table
- •Assigning Resources and Roles to Activities
- •Assign resources to activities
- •Assign resources to activities by role
- •Assign a rate type to a resource assignment
- •Choose the rate source for an assignment
- •Change the resource's role assignments for an activity
- •Recalculate resource and role assignment costs
- •Assign roles to activities
- •Assigning Resource Curves
- •Assign a curve to a resource or role assignment
- •Remove a curve from a resource or role assignment
- •Budgeting
- •Defining Budgeting
- •Establishing budgets
- •Tracking and analyzing budgets
- •Establish budgets
- •Enter budget changes
- •Define funding sources
- •Assign funding sources
- •Enter monthly spending amounts
- •View budget and spending plan totals
- •Compare budgets and variances
- •Manually Planning Future Period Assignments
- •Future period bucket planning
- •Create a future period bucket planning layout
- •Manually enter future period assignment values
- •Adding Expenses and Entering Cost Information for Activities
- •Expenses
- •Expenses
- •Add expenses
- •Add expenses from the Activities window
- •Assign an expense category
- •Assign expense categories from the Activities window
- •Specify an accrual type for an expense
- •Enter cost information for expenses
- •Change an expense's activity assignment
- •Cost Accounts
- •Cost accounts
- •Create a cost account hierarchy
- •Edit a cost account
- •Delete a cost account
- •Copy and paste cost accounts
- •Cut and paste cost accounts
- •Set the project default cost account
- •Performing Top-down Estimation (P6 Professional Only)
- •Performing top-down estimations using prior experience (P6 Professional Only)
- •Performing top-down estimations using function points (P6 Professional Only)
- •Applying Saved Top-Down Estimations To a Project (P6 Professional Only)
- •Adding Activity Steps
- •Activity steps
- •Add steps to activities
- •Update activity steps
- •Add weights to steps
- •Creating and Assigning Activity Step Templates
- •Activity step templates
- •Create activity step templates manually
- •Convert steps into an activity step template
- •Assign activity step templates to activities
- •Assigning Notebooks to Activities
- •Assign notebooks to activities
- •Global Change
- •Global change
- •Global change conditions
- •Change data globally
- •Add an If statement
- •Add Then and Else statements
- •Edit a statement
- •Rearrange Global change statements
- •Cut, copy, or paste a statement
- •Combine text fields
- •Use arithmetic with Global change
- •Managing Projects
- •Creating Baselines
- •Baselines
- •Create a baseline
- •Assign baselines to projects
- •Assign the baseline to use for summarization or earned value
- •Assign the baselines to use for the current project
- •Assign baselines for comparison
- •Comparing Current and Baseline Schedules
- •Setting preferences for baseline values
- •Copy a baseline
- •Update a baseline
- •Modify a baseline manually
- •Delete a baseline
- •Updating Projects
- •The Update Process
- •Updating the schedule
- •Update progress for all activities
- •Update progress for individual activities
- •Progress Spotlight
- •Update progress for spotlighted activities
- •Estimate progress automatically
- •Highlight activities for updating
- •Update progress for the project
- •Remove progress from an activity
- •Suspend or resume an activity's progress
- •Apply actuals
- •Earned Value
- •Analyze costs
- •Calculating earned value using resource curves or manual future period buckets
- •Updating progress
- •Store Period Performance
- •Store Period Performance
- •Link actual to date and actual this period units and costs
- •Post actual amounts for a period
- •Edit past period actual data
- •View past period actual data in spreadsheets
- •Creating and Using Reflections
- •What is a reflection
- •Creating and using reflections
- •Create a Reflection
- •Merging a Reflection with the Source project
- •Working with remote projects
- •Managing remote projects
- •Check out a project to XML
- •Check out a project to P6 Pro Local Database
- •View the check-out status of a project
- •Modify check in update options for an XML file
- •Check in a project from XML
- •Check in a project from P6 Pro Local Database
- •Scheduling Projects
- •Scheduling projects
- •Calculate multiple float paths
- •Schedule a project
- •Schedule a project automatically
- •Schedule project data as a service (P6 Professional Only)
- •Leveling Resources
- •Leveling resources
- •Leveling priority definitions
- •Specify leveling priorities
- •Level resources
- •Level resources automatically
- •Analyzing the resource-driven critical path
- •Adding and Assigning Issues
- •Issues
- •Add an issue
- •Assign responsibility for an issue
- •Assign a tracking layout to an issue
- •Send Email about an issue
- •View or add to an issue's history
- •Use the issue navigator
- •Adding and Assigning Thresholds
- •Thresholds
- •Threshold parameter definitions
- •Add a threshold
- •Assign responsibility for threshold-generated issues
- •Assign a tracking layout to a threshold
- •Monitor a threshold
- •View threshold issue details
- •Adding and Assigning Risks (P6 Professional Only)
- •Risks (P6 Professional Only)
- •Creating Risks (P6 Professional Only)
- •Assigning a risk to an activity (P6 Professional Only)
- •Responding to a risk (P6 Professional Only)
- •Adding and Assigning Work Products and Documents
- •Work Products and Documents
- •View a project's document library
- •Add a work product or document record
- •Assign a document status or category
- •Specify work product and document location references
- •Identify a document as a work product
- •Display work product and document details in the WPs and Docs window
- •Display work product and document details in the Activities window
- •Display work product and document details in the Work Breakdown Structure window
- •Assign work products and documents from the WPs and Docs window
- •Assign work products and documents to an activity from the Activities window
- •Delete work product or document records
- •Customizing Activity Layouts
- •Overview
- •Open a layout
- •Create a new activity layout
- •Save a layout as a project layout
- •Exporting and Importing Layouts
- •Copying Data to External Applications
- •Activity Table
- •The Activity Table
- •Define Activity Table columns
- •Customize activity column titles
- •Change activity information in the Activity Table
- •Sort activity information in the Activity Table
- •Change group row fonts and colors
- •Change Activity Table font, color, and row height
- •Gantt Chart
- •The Gantt Chart
- •Display the Gantt Chart
- •Change a layout's timescale format
- •Move around a Gantt Chart
- •Add a bar to the Gantt Chart
- •Change a bar in the Gantt Chart
- •Apply Gantt Chart settings from another layout
- •Position a bar in the Gantt Chart
- •Change the background lines in the Gantt Chart
- •Show or hide the Gantt Chart legend
- •Show or hide relationship lines in the Gantt Chart
- •Customize the data date line
- •Change a Gantt Chart bar's filter - under Gantt Chart
- •Change a Gantt Chart bar's label - under Gantt Chart
- •Change a Gantt Chart bar's settings
- •Customize collapsed bars in the Gantt Chart
- •Change a Gantt Chart bar's style - under Gantt Chart
- •Change a Gantt Chart bar's timescale - under Gantt Chart
- •Change an activity's start and finish dates in the Gantt Chart
- •Delete a bar from the Gantt Chart
- •Change an activity's duration in the Gantt Chart
- •Add a curtain attachment in a Gantt Chart
- •Hide a curtain attachment in a Gantt Chart
- •Add a text attachment to a Gantt Chart
- •Remove a text attachment from a Gantt Chart
- •Attach notebook items to bars in a Gantt Chart
- •Hide all curtain attachments in the Gantt Chart
- •Delete a curtain attachment from a Gantt Chart
- •Apply a Progress Line to the Gantt Chart
- •Activity Network
- •Activity Network
- •Display the Activity Network
- •Apply Activity Network settings from another layout
- •Customize the Activity Network layout
- •Customize the activity box layout
- •Select the activity box layout
- •Save and Open an Activity Network Layout
- •Create a future period bucket planning layout
- •Trace Logic
- •Trace Logic
- •Display Trace Logic
- •Move around in Trace Logic
- •Set Trace Logic preferences
- •Activity Usage and Resource Usage Profiles
- •Activity Usage Profile
- •The Activity Usage Profile
- •Display the Activity Usage Profile
- •Define the Activity Usage Profile
- •Show or hide the profile legend in the histogram
- •Resource Usage Profile
- •The Resource Usage Profile
- •Display the Resource Usage Profile
- •Define the Resource Usage Profile
- •Define the Resource Usage Profile - Regular Histogram
- •Define the Resource Usage Profile - Stacked Histogram
- •Activity Usage and Resource Usage Spreadsheets
- •Activity Usage Spreadsheet
- •The Activity Usage Spreadsheet
- •Display the Activity Usage Spreadsheet
- •Resource Usage Spreadsheet
- •The Resource Usage Spreadsheet
- •Display the Resource Usage Spreadsheet
- •Group and sort Resource Usage Spreadsheet columns in the Activities window
- •Group and sort Resource Usage Spreadsheet columns in the Resource Assignments window
- •Tracking Projects
- •Overview
- •Tracking
- •Tracking layouts
- •Customizing Tracking Layouts
- •Customize a Project Table
- •Customize a Project Bar Chart
- •Customize a Project Gantt/Profile
- •Customize a Resource Analysis layout
- •Grouping, Sorting, and Filtering Tracking Layouts
- •Group and sort data in tracking layouts
- •Filter data in tracking layouts
- •Create a tracking layout
- •Open a tracking layout
- •Types of tracking layouts
- •Share a layout with other users
- •Save a tracking layout
- •Export a tracking layout
- •Import a tracking layout
- •Delete a tracking layout
- •Filter a tracking layout
- •Group and sort a tracking layout using standard settings
- •Group and sort a tracking layout using custom settings
- •Project Table
- •Customize a Project Table
- •Project Bar Chart
- •Customize a Project Bar Chart
- •Project Gantt/Profile and Resource Analysis
- •Customize a Project Gantt/Profile
- •Group and sort resources in the Resource Explorer window
- •Filter resources in the Resource Explorer window
- •Working with the Gantt Chart
- •Change a Gantt Chart bar's timescale
- •Change a Gantt Chart bar's label
- •Change a Gantt Chart bar's style
- •Change a Gantt Chart's background lines
- •Customize the data date line
- •Working with the Profile and Spreadsheet
- •Change a profile's background lines
- •Grouping, Filtering, and Summarizing Data
- •Grouping and Sorting
- •Grouping activities by field
- •Grouping by hierarchy
- •Grouping activities by WBS path
- •Sorting
- •Group activities by field
- •Group activities by hierarchy
- •Group activities by WBS path
- •Sort activities
- •Format grouping bands
- •Set Page Breaks by Group Band
- •Show or hide empty title bands
- •Show field titles in grouping bands
- •Group and sort resource assignments
- •Set as a user preference
- •Auto-Reorganization
- •Reorganizing window data automatically
- •Enable or disable auto-reorganization
- •Filtering
- •Filtering data
- •Default filter criteria
- •Create a filter
- •Apply a filter
- •Combine filters
- •Change a Gantt Chart bar's filter
- •Create a lookahead filter
- •Filter by project status
- •Remove filters
- •Delete filters
- •Summarizing
- •How data is summarized
- •Viewing summary project information
- •Summarize project data
- •Summarize project data as a distributed job service
- •Publishing Project Web sites
- •Project Web Site Publisher
- •Project Web sites
- •Publishing activity and tracking layouts
- •Publish projects as Web sites
- •Publish activity and tracking layouts on a Project Website
- •Publish reports on a Project Website
- •Customize a Project Website
- •Publish Activity layouts
- •Publish tracking layouts
- •Linking Primavera Unifier data (P6 EPPM Only)
- •Link a project with a Primavera Unifier Project (P6 EPPM Only)
- •Exchanging data with Primavera Unifier using Schedule Sheet Integration
- •Exchanging data with Primavera Unifier using Summary Sheet Integration
- •Exchanging data with Primavera Unifier using Activity Sheet Integration
- •P6 Visualizer
- •P6 Visualizer overview
- •Launching P6 Visualizer from P6 Professional
P6 Professional User Guide
Alt-T, P, A |
Activity Layouts |
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Alt-T, P, T |
Tracking Layouts |
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Admin Menu (Alt-A) |
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Hot Key |
Command |
Alt-A, U |
Users |
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Alt-A, S |
Security Profiles |
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Alt-A, P |
Admin Preferences |
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Alt-A, C |
Admin Categories |
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Alt-A, C |
Currencies |
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Alt-A, F |
Financial Period Calendars |
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Help Menu (Alt-H) |
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Hot Key |
Command |
Alt-H, L |
Local Help |
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Alt-H, O |
Online Help |
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Alt-H, A |
About Primavera P6 Professional |
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Using Shortcut Keys
The following tables list the menu options that have shortcut keys. If an option is not listed, it does not have a shortcut key.
File Menu (Alt+F)
Shortcut |
Command |
Ctrl+N |
New |
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Ctrl+O |
Open |
|
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Ctrl+W |
Close All |
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Ctrl+P |
|
|
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<F10> |
Commit Changes |
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Getting Started
<F5> |
Refresh Data |
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Edit Menu (Alt+E) |
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|
Shortcut |
Command |
|
Ctrl+Z |
Undo |
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|
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Ctrl+X |
Cut |
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Ctrl+C |
Copy |
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Ctrl+V |
Paste |
|
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<Ins> |
Add |
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<Del> |
Delete |
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Ctrl+F |
Find |
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<F3> |
Find Next |
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Ctrl+R |
Replace |
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<F7> |
Spell Check |
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View Menu (Alt+V) |
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Shortcut |
Command |
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Alt+<F1> |
Hint Help |
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Tools Menu (Alt+T) |
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Shortcut |
|
Command |
<F9> |
|
Schedule |
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<Shift> + <F9> |
|
Level Resources |
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<Shift> + <F12> |
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Disable Auto-Reorganization |
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Help Menu (Alt+H) |
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Shortcut |
|
Command |
Ctrl+<F1> |
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Local Help |
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Ctrl+Alt+<F1> |
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Online Help |
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