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Oracle Primavera P6 Professional User's Guide 
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Contents 
Copyright ........................................................................................................................................... 2 
Welcome ......................................................................................................................................... 43 
Introducing P6 Professional ........................................................................................................... 43 
Where to Get Documentation ......................................................................................................... 44 
Where To Get Training .................................................................................................................... 46 
Where to Get Support ..................................................................................................................... 46 
What's New? ................................................................................................................................... 47 
What's New in P6 Professional for R8.2? ...................................................................................... 47 
Getting Started ............................................................................................................................... 49 
Workspace Basics ........................................................................................................................... 49 
Symbols ...................................................................................................................................... 49 
Using main windows .................................................................................................................. 53 
Using Hint Help ........................................................................................................................... 54 
Using the Status Bar and Layout Options bar .......................................................................... 55 
Display window details ............................................................................................................... 56 
Tile windows horizontally or vertically ....................................................................................... 56 
Wizards ....................................................................................................................................... 57 
Navigate wizards ........................................................................................................................ 58 
Select and assign information................................................................................................... 58 
Global data vs. project-specific data ......................................................................................... 58 
Use shortcut menus ................................................................................................................... 59 
Select multiple items ................................................................................................................. 59 
Set the language for displaying data ........................................................................................ 59 
Quickly enter the same text in multiple table rows .................................................................. 59 
Using the HTML editor ............................................................................................................... 60 
Working with Toolbars and Menus ................................................................................................. 62 
Reset toolbars and menus to factory defaults ......................................................................... 62 
Customizing Toolbars .................................................................................................................62 
Customizing toolbars .......................................................................................................... 62 
Show or hide toolbars ........................................................................................................ 63 
Show or hide toolbar icons ................................................................................................ 63 
Move toolbars ..................................................................................................................... 64 
Move toolbar icons ............................................................................................................. 64 
Lock toolbars in position .................................................................................................... 65 
Delete icons from toolbars................................................................................................. 65 
Set toolbar display options ................................................................................................ 65 
Customize a toolbar icon ................................................................................................... 66 
Create a custom toolbar .................................................................................................... 66 
Customizing Menus .................................................................................................................... 67 
Customizing menus ............................................................................................................ 67 
Change the display order of menus .................................................................................. 67 
Move menu commands ..................................................................................................... 68 
Delete menus and menu commands ................................................................................ 69 
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Customize a menu command ............................................................................................ 69 
Create a custom menu....................................................................................................... 70 
Menu, Toolbar, and Icon Reference .......................................................................................... 70 
Menu bar............................................................................................................................. 70 
File Menu ............................................................................................................................ 71 
Edit Menu ............................................................................................................................ 74 
View Menu .......................................................................................................................... 78 
Project Menu ...................................................................................................................... 83 
Enterprise Menu ................................................................................................................. 86 
Tools Menu ......................................................................................................................... 90 
Admin Menu........................................................................................................................ 95 
Help Menu .......................................................................................................................... 96 
Action Toolbar ..................................................................................................................... 96 
Administrator Toolbar ......................................................................................................... 98 
Assign Toolbar .................................................................................................................. 100 
Bottom Layout Toolbar ..................................................................................................... 101 
Dictionaries Toolbar ......................................................................................................... 103 
Display Toolbar ................................................................................................................. 105 
Edit Toolbar ....................................................................................................................... 108 
Enterprise Toolbar ............................................................................................................ 112 
Find Toolbar ...................................................................................................................... 114 
Layout Toolbar .................................................................................................................. 114 
Move Toolbar .................................................................................................................... 118 
Print Toolbar ..................................................................................................................... 118 
Project Toolbar ................................................................................................................. 119 
Publish Toolbar ................................................................................................................. 122 
Reports Toolbar ................................................................................................................ 122 
Standard Toolbar .............................................................................................................. 125 
Tools Toolbar .................................................................................................................... 126 
Top Layout Toolbar ........................................................................................................... 130 
Setting User Preferences .............................................................................................................. 132 
Define user preferences .......................................................................................................... 132 
Define how to display time information .................................................................................. 133 
Specify a format for dates ....................................................................................................... 134 
Select a view currency ............................................................................................................. 134 
Specify a format for currency .................................................................................................. 134 
Enter e-mail settings ................................................................................................................ 134 
Set wizard options .................................................................................................................... 134 
Change my password ............................................................................................................... 135 
Set startup options ................................................................................................................... 135 
Create a log of tasks ................................................................................................................ 136 
Define the range of financial periods to display in columns ................................................. 136 
Set resource analysis options ................................................................................................. 136 
Select Startup Filters ............................................................................................................... 138 
Select calculation options for resource and role assignments ............................................. 138 
Workingwith Projects .................................................................................................................... 139 
Projects ..................................................................................................................................... 139 
Create a project ........................................................................................................................ 139 
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Open a project .......................................................................................................................... 140 
Specify a default project .......................................................................................................... 141 
Define a what-if project ............................................................................................................ 141 
Commit data to the database ................................................................................................. 142 
Refresh data ............................................................................................................................. 142 
Copy and paste a project ......................................................................................................... 142 
Close a project .......................................................................................................................... 143 
Delete a project ........................................................................................................................ 143 
Using Portfolios .............................................................................................................................. 143 
Portfolios ................................................................................................................................... 143 
Create a portfolio ..................................................................................................................... 143 
Add projects to a portfolio ....................................................................................................... 144 
Remove projects from a portfolio ............................................................................................ 144 
Change a portfolio name ......................................................................................................... 144 
Change the current portfolio ................................................................................................... 145 
Delete a portfolio ...................................................................................................................... 145 
View portfolio details ................................................................................................................ 145 
Structuring Projects ...................................................................................................................... 147 
Setting up the EPS ........................................................................................................................ 147 
Enterprise Project Structure overview .................................................................................... 147 
Defining the Enterprise Project Structure ............................................................................... 147 
Set up the EPS structure ......................................................................................................... 148 
Add a project to the EPS hierarchy ......................................................................................... 148 
Show or hide details in the EPS hierarchy .............................................................................. 149 
Delete an EPS node or project ................................................................................................ 149 
Copy an EPS node or project ................................................................................................... 149 
Defining the WBS .......................................................................................................................... 150 
Work Breakdown Structure ..................................................................................................... 150 
Using a WBS for top-down planning ........................................................................................ 150 
Using weighted milestones in the work breakdown structure .............................................. 151 
WBS status types ..................................................................................................................... 151 
View the WBS ........................................................................................................................... 151 
Display work breakdown structure details ............................................................................. 152 
Add a WBS element ................................................................................................................. 152 
Edit a work breakdown structure element ............................................................................. 152 
Assign WBS weighted milestones ........................................................................................... 153 
Determine a WBS element's status ........................................................................................ 153 
Change the work breakdown structure chart display ............................................................ 153 
Change the work breakdown structure table display ............................................................ 154 
Move around the WBS chart ................................................................................................... 154 
Copy and paste a work breakdown structure element .......................................................... 154 
Cut and paste a work breakdown structure element ............................................................ 155 
Define earned value settings for a specific work breakdown structure element ................ 155 
Delete a work breakdown structure element ......................................................................... 155 
Defining the OBS ........................................................................................................................... 156 
Organizational breakdown structure (OBS) overview ............................................................ 156 
Setting up the OBS ................................................................................................................... 156 
View the OBS ............................................................................................................................ 156 
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OBS security ............................................................................................................................. 157 
Add an OBS element ................................................................................................................ 157 
Assign an OBS element to a WBS element ............................................................................ 158 
Edit an OBS element ................................................................................................................ 158 
Copy and paste an OBS element ............................................................................................ 158 
Cut and paste an OBS element ............................................................................................... 159 
Delete an OBS element ........................................................................................................... 159 
View the OBS chart display ...................................................................................................... 159 
Change the OBS chart display .................................................................................................159 
Move around the OBS chart .................................................................................................... 160 
Change the OBS chart information ......................................................................................... 160 
Assign responsibility for an issue ............................................................................................ 160 
Assign responsibility for threshold-generated issues ............................................................ 161 
Defining Project, Resource, and Activity Codes ........................................................................... 161 
Project Codes ........................................................................................................................... 161 
Project codes and values ................................................................................................. 161 
Create project codes ........................................................................................................ 161 
Create project code values .............................................................................................. 162 
Assign project codes and values ..................................................................................... 162 
Edit project codes ............................................................................................................. 162 
Edit project code values ................................................................................................... 163 
Delete project codes ........................................................................................................ 163 
Delete project code values .............................................................................................. 163 
Resource Codes ....................................................................................................................... 164 
Resource codes ................................................................................................................ 164 
Create resource codes ..................................................................................................... 164 
Create resource code values ........................................................................................... 164 
Assign resource codes and values .................................................................................. 164 
Edit resource codes .......................................................................................................... 165 
Edit resource code values ................................................................................................ 165 
Delete resource codes ..................................................................................................... 165 
Delete resource code values ........................................................................................... 166 
Activity Codes ........................................................................................................................... 166 
Activity codes and values ................................................................................................. 166 
Assign activity codes and values to activities ................................................................. 166 
Change activity code value assignments ........................................................................ 167 
Remove activity codes and values from activities .......................................................... 167 
Defining Global Activity Codes and Values and Values Colors ...................................... 168 
Create global activity codes ............................................................................................. 168 
Create global activity code values ................................................................................... 168 
Assign color to global activity code value ........................................................................ 168 
Edit global activity codes .................................................................................................. 169 
Edit global activity code values ........................................................................................ 169 
Edit color of global activity code value ............................................................................ 170 
Delete global activity codes ............................................................................................. 170 
Delete global activity code values ................................................................................... 170 
Defining Project Activity Codes and Values and Values Colors ..................................... 171 
Create project-level activity codes ................................................................................... 171 
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Create project-level activity code values ......................................................................... 171 
Assign color to project-level activity code value ............................................................. 171 
Edit project-level activity codes ....................................................................................... 172 
Edit project-level activity code values ............................................................................. 172 
Edit color of project-level activity code value .................................................................. 173 
Delete project activity codes ............................................................................................ 173 
Delete project-level activity code values ......................................................................... 173 
Promote project-level activity codes and values ............................................................ 174 
Defining EPS-level Activity Codes and Values and Values Colors .................................. 174 
Create EPS-level activity codes ........................................................................................ 174 
Create EPS-level activity code values .............................................................................. 174 
Assign color to EPS-level activity code value .................................................................. 175 
Edit EPS-level activity codes ............................................................................................ 175 
Edit EPS-level activity code values .................................................................................. 176 
Edit color of EPS-level activity code value ....................................................................... 176 
Delete EPS level activity codes ........................................................................................ 176 
Delete EPS level activity code values .............................................................................. 177 
Promote EPS-level activity codes and values ................................................................. 177 
Defining Custom Fields ................................................................................................................. 177 
User-defined fields ................................................................................................................... 177 
Define custom user fields ........................................................................................................ 178 
Choosing data types for user-defined fields ........................................................................... 179 
Indicator user-defined fields .................................................................................................... 179 
Defining Calendars ........................................................................................................................ 180 
Calendars ..................................................................................................................................180 
Defining default hours per time period in calendars ............................................................. 181 
Project Calendars ..................................................................................................................... 182 
Create a project calendar ................................................................................................ 182 
Edit a project calendar ..................................................................................................... 182 
Delete a project calendar ................................................................................................ 184 
View project calendar assignments ................................................................................ 184 
Global Calendars ...................................................................................................................... 184 
Create a global calendar .................................................................................................. 184 
Edit a global calendar ...................................................................................................... 184 
Delete a global calendar .................................................................................................. 186 
Specify a default global calendar .................................................................................... 186 
View global calendar assignments .................................................................................. 186 
Resource Calendars ................................................................................................................. 186 
Create a shared resource calendar ................................................................................. 186 
Create a personal resource calendar .............................................................................. 187 
Edit a resource calendar .................................................................................................. 187 
Edit your personal resource calendar ............................................................................. 189 
Delete a resource calendar ............................................................................................. 190 
View resource calendar assignments ............................................................................. 190 
Convert a shared resource calendar to a personal resource calendar ......................... 190 
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Convert a personal resource calendar to a shared resource calendar ......................... 191 
Defining Resources and Roles ..................................................................................................... 191 
Resources ................................................................................................................................. 191 
Resources ......................................................................................................................... 191 
Add a resource ................................................................................................................. 192 
Adding resources using a wizard ..................................................................................... 193 
View resources ................................................................................................................. 193 
Define resource shifts ...................................................................................................... 193 
Assign shared resource calendars to resources ............................................................ 194 
Create and assign a personal resource calendar........................................................... 194 
Copy and paste a resource .............................................................................................. 194 
Cut and paste a resource................................................................................................. 195 
Display resource details ................................................................................................... 196 
Edit resource information ................................................................................................ 196 
Delete a resource ............................................................................................................. 196 
Enter comments about resources ................................................................................... 197 
Specify the resource type for resources ......................................................................... 198 
Specify the unit of measure for material resources ....................................................... 198 
Change Resources tab columns ...................................................................................... 198 
Specify how resources report hours ................................................................................ 199 
Collaborate with resources and enter activity feedback ................................................ 199 
Enter multiple resource prices over time ........................................................................ 200 
Calculating cost when using multiple resource rates .................................................... 201 
Roles ......................................................................................................................................... 201 
Roles ................................................................................................................................. 201 
Add a role .......................................................................................................................... 202 
Change the proficiency of a role ...................................................................................... 202 
Define price/unit rates for roles ...................................................................................... 202 
Define role limits over time .............................................................................................. 203 
Assign roles to activities................................................................................................... 204 
Assign roles to resources from the Resources window .................................................. 204 
Assign roles to resources from the Roles dialog box ..................................................... 204 
Delete a role ..................................................................................................................... 205 
Remove roles from activities ........................................................................................... 205 
Remove roles from resources in the Resources window ............................................... 205 
Remove roles from resources in the Roles dialog box ................................................... 206 
View roles .......................................................................................................................... 206 
Defining Resource Curves ............................................................................................................ 206 
Resource curves ....................................................................................................................... 206 
Add a resource curve ............................................................................................................... 207 
Delete a resource curve ........................................................................................................... 208 
Working with the EPS .................................................................................................................... 209 
Managing projects using the EPS ................................................................................................ 209 
Defining project details .................................................................................................................209 
Enter project dates ........................................................................................................................ 210 
Specify a fiscal start month .......................................................................................................... 210 
Set project resource options ........................................................................................................ 210 
Change a project name ................................................................................................................. 210 
Change a project ID ....................................................................................................................... 210 
Change the project leveling priority .............................................................................................. 210 
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Change a project's status ............................................................................................................. 211 
Set activity ID options ................................................................................................................... 212 
Set the default price for activities ................................................................................................ 212 
Set the default rate type for resource assignments ................................................................... 212 
Set the project default activity type.............................................................................................. 213 
Set the project default activity duration type .............................................................................. 213 
Set the project default activity percent complete type ............................................................... 213 
Set the project default activity calendar ...................................................................................... 213 
Set the project default cost account ............................................................................................ 214 
Set the float time for identifying critical activities ....................................................................... 214 
Developing Projects ...................................................................................................................... 217 
Adding Activities to a Project ........................................................................................................ 217 
Activities .................................................................................................................................... 217 
Activity types ............................................................................................................................. 218 
Activity dates ............................................................................................................................ 218 
Synchronizing activity duration, units, and resource units/time........................................... 222 
Define general activity information ......................................................................................... 223 
Add activities in the Activity Table ........................................................................................... 224 
Add activities in the Activity Network ...................................................................................... 224 
Adding activities using a wizard .............................................................................................. 224 
Define activity types ................................................................................................................. 224 
Define activity duration types .................................................................................................. 225 
Define activity percent complete types................................................................................... 226 
Change an activity's work breakdown structure assignment ................................................ 227 
Assign a calendar to an activity ............................................................................................... 227 
Enter activity durations ............................................................................................................ 227 
Enter activity start and finish dates ........................................................................................ 228 
Enter a physical percent complete for activities .................................................................... 229 
Enter unit information for resource assignments .................................................................. 229 
Enter cost information for resource assignments .................................................................. 230 
Delete an activity ...................................................................................................................... 231 
Dissolve an activity ................................................................................................................... 231 
Define milestones .................................................................................................................... 232 
View activity float values .......................................................................................................... 232 
View activity summaries .......................................................................................................... 233 
Copy and paste activities in the Activity Table ....................................................................... 233 
Copy and paste activities in the Activity Network ................................................................... 233 
Cut and paste activities in the Activity Table .......................................................................... 234 
Cut and paste activities in the Activity Network ..................................................................... 234 
Renumber activity IDs in the Activity Table ............................................................................ 234 
Linking Activities with Relationships ............................................................................................ 236 
Relationships ............................................................................................................................ 236 
Adding relationships between activities ................................................................................. 236 
Add predecessor relationships ................................................................................................ 236 
Add successor relationships .................................................................................................... 237 
Create relationships in the Gantt Chart .................................................................................. 238 
Create relationships in the Activity Network ........................................................................... 238 
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Change predecessor relationships ......................................................................................... 239 
Change successor relationships ............................................................................................. 239 
Edit relationships in the Gantt Chart ...................................................................................... 240 
Edit relationships in the Activity Network ............................................................................... 240 
Change Predecessors tab columns ........................................................................................ 240 
Change Successors tab columns ............................................................................................ 241 
Delete relationships in the Gantt Chart ..................................................................................241 
Delete relationships in the Activity Network ........................................................................... 241 
Remove predecessor relationships ........................................................................................ 242 
Remove successor relationships ............................................................................................ 242 
Viewing activity relationships .................................................................................................. 242 
View activity relationships in Activity Details .................................................................. 242 
View activity relationships in the Gantt Chart ................................................................. 243 
View activity relationships in the Activity Network .......................................................... 243 
View activity relationships in Trace logic ......................................................................... 244 
Assigning Resources and Roles to Activities ............................................................................... 244 
Assign resources to activities .................................................................................................. 244 
Assign resources to activities by role ...................................................................................... 245 
Associate a primary resource with an activity ........................................................................ 245 
Remove resources from activities ........................................................................................... 246 
Replace resources assigned to activities ............................................................................... 246 
Assign a rate type to a resource assignment ......................................................................... 247 
Choose the rate source for an assignment ............................................................................ 248 
Change the resource's role assignments for an activity ........................................................ 249 
Recalculate resource and role assignment costs .................................................................. 249 
Assign roles to activities .......................................................................................................... 249 
Assigning Resource Curves .......................................................................................................... 250 
Assign a curve to a resource or role assignment ................................................................... 250 
Remove a curve from a resource or role assignment ............................................................ 251 
Manually Planning Future Period Assignments ........................................................................... 251 
Future period bucket planning ................................................................................................ 251 
Future period bucket planning FAQ ........................................................................................ 253 
General questions - Future period bucket planning FAQ ............................................... 253 
Troubleshooting - Future period bucket planning FAQ ................................................... 254 
Getting Started - Future period bucket planning FAQ .................................................... 262 
Application settings - Future period bucket planning FAQ ............................................. 263 
Entering and editing data in future period buckets - Future period bucket planning FAQ265 
Deleting, copying, and pasting future period bucket data - Future period bucket planning FAQ
 ........................................................................................................................................... 268 
Updating projects - Future period bucket planning FAQ ................................................ 270 
Adding, deleting, or replacing assignments - Future period bucket planning FAQ ....... 272 
Importing and exporting data - Future period bucket planning FAQ ............................. 273 
Miscellaneous - Future period bucket planning FAQ ...................................................... 276 
Create a future period bucket planning layout....................................................................... 277 
Manually enter future period assignment values .................................................................. 278 
Adding Expenses and Entering Cost Information for Activities .................................................. 282 
Expenses ................................................................................................................................... 282 
Expenses ........................................................................................................................... 282 
Add expenses ................................................................................................................... 282 
Add expenses from the Activities window ....................................................................... 282 
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Change expenses tab columns ....................................................................................... 283 
Assign an expense category ............................................................................................ 284 
Assign expense categories from the Activities window .................................................. 284 
Specify an accrual type for an expense .......................................................................... 284 
Enter cost information for expenses ............................................................................... 284 
Change an expense's activity assignment ...................................................................... 285 
Copy and paste expenses ................................................................................................ 285 
Cut and paste expenses .................................................................................................. 285 
Delete expenses ............................................................................................................... 285 
Delete expenses from the Activities window .................................................................. 286 
Change the expense categories display ......................................................................... 286 
Cost Accounts ........................................................................................................................... 286 
Cost accounts ................................................................................................................... 286 
Create a cost account hierarchy ...................................................................................... 286 
Edit a cost account ........................................................................................................... 287 
Delete a cost account ...................................................................................................... 287 
Copy and paste cost accounts ......................................................................................... 287 
Cut and paste cost accounts ........................................................................................... 288 
Set the project default cost account ............................................................................... 288 
Adding Activity Steps ..................................................................................................................... 288 
Activity steps ............................................................................................................................. 288 
Add steps to activities ..............................................................................................................289 
Update activity steps ................................................................................................................ 290 
Add weights to steps ................................................................................................................ 291 
Remove steps from activities .................................................................................................. 291 
Creating and Assigning Activity Step Templates .................................................................... 292 
Activity step templates ..................................................................................................... 292 
Create activity step templates manually ......................................................................... 292 
Convert steps into an activity step template .................................................................. 293 
Assign activity step templates to activities ..................................................................... 293 
Assigning Notebooks to Activities ................................................................................................ 294 
Assign notebooks to activities ................................................................................................. 294 
Remove notebooks from activities.......................................................................................... 294 
Managing Projects ........................................................................................................................ 297 
Budgeting ....................................................................................................................................... 297 
Establishing budgets ................................................................................................................ 297 
Tracking and analyzing budgets .............................................................................................. 298 
Establish budgets ..................................................................................................................... 298 
Enter budget changes .............................................................................................................. 298 
Define funding sources ............................................................................................................ 298 
Assign funding sources ............................................................................................................ 299 
Enter monthly spending amounts ........................................................................................... 300 
View budget and spending plan totals .................................................................................... 300 
Compare budgets and variances ............................................................................................ 300 
Print budget reports ................................................................................................................. 300 
Creating Baselines ........................................................................................................................ 301 
Baselines .................................................................................................................................. 301 
Create a baseline ..................................................................................................................... 302 
Create a baseline type ............................................................................................................. 302 
Assign a baseline type ............................................................................................................. 303 
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Assign baselines to projects .................................................................................................... 303 
Copy a baseline ........................................................................................................................ 303 
Update a baseline .................................................................................................................... 304 
Modify a baseline manually ..................................................................................................... 307 
Delete a baseline ..................................................................................................................... 308 
Comparing Projects and Baselines .............................................................................................. 308 
Comparison Reporting Overview ............................................................................................. 308 
Select and Compare Projects/Baselines ................................................................................ 309 
Updating Projects .......................................................................................................................... 310 
Updating the schedule ............................................................................................................. 310 
Update progress for all activities............................................................................................. 310 
Update progress for individual activities ................................................................................ 311 
Progress Spotlight .................................................................................................................... 312 
Update progress for spotlighted activities .............................................................................. 313 
Highlight activities for updating ............................................................................................... 313 
Update progress for the project .............................................................................................. 314 
Remove progress from an activity........................................................................................... 314 
Suspend or resume an activity's progress .............................................................................. 315 
Apply actuals ............................................................................................................................ 316 
Earned Value ............................................................................................................................ 316 
Calculating earned value using resource curves or manual future period buckets ............ 317 
Updating progress .................................................................................................................... 317 
Creating and Using Reflections .................................................................................................... 318 
What is a reflection .................................................................................................................. 318 
Creating and using reflections ................................................................................................ 318 
Create a Reflection .................................................................................................................. 319 
Printing a reflection difference report ..................................................................................... 319 
Merging a Reflection with the Source project ........................................................................ 320 
Frequently asked questions about reflections ....................................................................... 322 
Scheduling Projects ....................................................................................................................... 323 
Scheduling projects.................................................................................................................. 323 
Scheduling "nondriving" resource assignments .....................................................................324 
Types of constraints ................................................................................................................. 325 
Using the data date .................................................................................................................. 325 
Define critical activities ............................................................................................................ 326 
Shortening the critical path ..................................................................................................... 327 
Analyzing the schedule using multiple critical float paths .................................................... 327 
Calculate multiple float paths ................................................................................................. 328 
Schedule a project ................................................................................................................... 329 
Schedule a project automatically ............................................................................................ 331 
Enter activity constraints ......................................................................................................... 331 
Change the data date .............................................................................................................. 331 
Choose a calendar for relationship lag ................................................................................... 332 
Leveling Resources ....................................................................................................................... 332 
Leveling resources ................................................................................................................... 332 
Leveling priority definitions...................................................................................................... 332 
Specify leveling priorities ......................................................................................................... 334 
Level resources ........................................................................................................................ 334 
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Level selected resources ......................................................................................................... 335 
Limit resource leveling ............................................................................................................. 335 
Level resources automatically ................................................................................................. 335 
Leveling resources on Task, Resource Dependent, and WBS summary activities .............. 335 
Adding and Assigning Issues ........................................................................................................ 336 
Issues ........................................................................................................................................ 336 
Add an issue ............................................................................................................................. 336 
Assign responsibility for an issue ............................................................................................ 337 
Assign a tracking layout to an issue ........................................................................................ 338 
Assign an issue to a resource ................................................................................................. 338 
Assign an issue to an activity .................................................................................................. 338 
Change an issue's status ......................................................................................................... 338 
Track the duration of an issue ................................................................................................ 339 
Delete an issue......................................................................................................................... 339 
Send e-mail about an issue ..................................................................................................... 339 
View or add to an issue's history ............................................................................................. 339 
Use the issue navigator ........................................................................................................... 340 
Adding and Assigning Thresholds ................................................................................................ 340 
Thresholds ................................................................................................................................ 340 
Threshold parameter definitions ............................................................................................. 341 
Add a threshold ........................................................................................................................ 341 
Assign responsibility for threshold-generated issues ............................................................ 342 
Assign a tracking layout to a threshold ................................................................................... 343 
Monitor a threshold .................................................................................................................. 343 
Delete a threshold .................................................................................................................... 343 
Disable or enable a threshold ................................................................................................. 344 
View threshold issue details .................................................................................................... 344 
Delete a threshold issue .......................................................................................................... 344 
Adding and Assigning Risks .......................................................................................................... 344 
Risks.......................................................................................................................................... 344 
Creating Risks .......................................................................................................................... 348 
Assigning a risk to an activity .................................................................................................. 349 
Responding to a risk ................................................................................................................ 350 
Deleting a risk .......................................................................................................................... 350 
Modifying a risk ........................................................................................................................ 350 
Removing risk assignments from activities ............................................................................ 351 
Adding and Assigning Work Products and Documents ............................................................... 352 
Work Products and Documents .............................................................................................. 352 
View a project's document library ........................................................................................... 352 
Add a work product or document record ................................................................................ 352 
Assign a document status or category .................................................................................... 353 
Specify work product and document location references ..................................................... 353 
Identify a document as a work product .................................................................................. 353 
Identify a work product or document as a deliverable ..........................................................354 
Display work product and document details in the WPs and Docs window ......................... 354 
Display work product and document details in the Activities window .................................. 354 
Display work product and document details in the Work Breakdown Structure window .... 354 
Assign work products and documents from the WPs and Docs window .............................. 355 
P6 Professional User's Guide 
 
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Assign work products and documents to an activity from the Activities window ................. 355 
Assign work products and documents to a WBS element from the Work Breakdown Structure 
window ...................................................................................................................................... 356 
Remove work product and document assignments from the WPs and Docs window ........ 356 
Remove work product and document assignments from the Activities window ................. 356 
Remove work product and document assignments in the Work Breakdown Structure window
 ................................................................................................................................................... 357 
Open a work product or document from the Work Products and Documents window ....... 357 
Open a work product or document from the Activities window ............................................. 357 
Open a work product or document from the Work Breakdown Structure window .............. 358 
Delete work product or document records ............................................................................. 358 
Customizing Activity Layouts ......................................................................................................... 359 
Overview ......................................................................................................................................... 359 
Open a layout ........................................................................................................................... 359 
Create a new activity layout ..................................................................................................... 359 
Save a layout in the Activities or Resource Assignments window ........................................ 360 
Save a layout in the Projects or Work Breakdown Structure window ................................... 360 
Save a layout as a project layout ............................................................................................ 360 
Delete a layout ......................................................................................................................... 361 
Expand or contract the visible area of a timescaled layout .................................................. 362 
Zoom in and out of a timescaled layout ................................................................................. 362 
Change the display timeperiod for a timescaled layout ........................................................ 362 
Customize Activity Details ........................................................................................................ 363 
Add line numbers ..................................................................................................................... 363 
Activity Table .................................................................................................................................. 364 
The Activity Table...................................................................................................................... 364 
Define Activity Table columns ................................................................................................. 364 
Customize activity column titles .............................................................................................. 365 
Change activity information in the Activity Table ................................................................... 366 
Sort activity information in the Activity Table ......................................................................... 366 
Change group row fonts and colors ........................................................................................ 366 
Change Activity Table font, color, and row height .................................................................. 366 
Gantt Chart .................................................................................................................................... 367 
The Gantt Chart ........................................................................................................................ 367 
Display the Gantt Chart ............................................................................................................ 368 
Change a layout's timescale format ........................................................................................ 368 
Move around a Gantt Chart ..................................................................................................... 369 
Add a bar to the Gantt Chart ................................................................................................... 370 
Change a bar in the Gantt Chart ............................................................................................. 370 
Apply Gantt Chart settings from another layout ..................................................................... 371 
Position a bar in the Gantt Chart ............................................................................................. 371 
Change the background lines in the Gantt Chart ................................................................... 372 
Show or hide the Gantt Chart legend ...................................................................................... 372 
Show or hide relationship lines in the Gantt Chart ................................................................ 373 
Customize the data date line .................................................................................................. 373 
Change a Gantt Chart bar's filter - under Gantt Chart ........................................................... 374 
Change a Gantt Chart bar's label - under Gantt Chart ........................................................... 374 
Change a Gantt Chart bar's settings ....................................................................................... 375 
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Change a Gantt Chart bar's style - under Gantt Chart ........................................................... 375 
Change a Gantt Chart bar's timescale - under Gantt Chart ................................................... 376 
Move to a specific activity in the Gantt Chart ......................................................................... 376 
Change an activity's start and finish dates in the Gantt Chart .............................................. 376 
Delete a bar from the Gantt Chart .......................................................................................... 377 
Change an activity's duration in the Gantt Chart ................................................................... 377 
Add a curtain attachment in a Gantt Chart ............................................................................ 378 
Hide a curtain attachment in a Gantt Chart ........................................................................... 378 
Add a text attachment to a Gantt Chart .................................................................................. 379 
Remove a text attachment from a Gantt Chart ...................................................................... 379 
Attach notebook items to bars in a Gantt Chart .................................................................... 379 
Hide all curtain attachments in the Gantt Chart .................................................................... 379 
Delete a curtain attachment from a Gantt Chart ...................................................................