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Dashboard Cost Worksheet portlet

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The Cost Worksheet portlet on a Dashboard enables you to access the cost data across all projects in a single Contract Management module database. This enables you to have a more complete view of the project and contract status. In order to view this portlet, you must have a valid Contract Management username and password.

This topic describes the following:

Displaying the Cost Worksheet portlet on the Dashboard

The Cost Worksheet portlet displays when you enable the link between P6 Web Access and Contract Management. This is done in the Project Management module. You must also enable the connection in the Dashboard (see View the Cost Worksheet Dashboard Portlet).

You must have a valid Contract Management username and password, and be assigned the View privilege for the Cost Worksheet in Contract Management, in order to view the Cost Worksheet from P6 Web Access. From the Cost Worksheet portlet, you can navigate to a Cost Code, click it to access the Contract Management module, quickly make adjustments to the Cost Worksheet associated with the Cost Code, and then see the results in P6 Web Access.

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Accessing the Cost Worksheet Portlet the First Time

The first time you access the Cost Worksheet portlet, you will be prompted to enter your Contract Management username and password. After that, you should not be prompted to enter it again unless the password is not empty or is not the same as the P6 Web Access password.

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Accessing a Cost Worksheet

How the portlet displays information depends on how you set up the filter for viewing the portlet (see Customizing the Cost Worksheet portlet). To view the Cost Worksheet data, do the following:

  1. Select the row that contains the data, and click the right-facing arrow to expand the row.
  2. From the expanded row, click the name of the project. This displays the Cost Worksheet for the project.
  3. Select the row that contains the Cost Worksheet you want to view, and click the right-facing arrow to expand the row.
  4. Click the Cost Code for the Cost Worksheet you want to view.

Once you click the Cost Code in step 4, the Contract Management module then opens in a new browser window.

Note: If you have a valid Contract Management username and password that is the same as the username and password with which you are currently logged in to P6 Web Access, the Cost Worksheet is displayed in Contract Management. If you do not have the same username and password for both P6 Web Access and the Contract Management module, the Login page displays for you to enter a valid Contract Management username and password.

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