P6 Web Access provides role-based actions and maintains a list of your most recently used projects, resources, and portfolios in action menus. You can quickly access role-based actions and your most recently used items by clicking on the Dashboards, Portfolios, Projects, and Resources tabs of the global navigation bar.
To perform an action or open a recently used item, select it from the list. For more information, see the following topics below:
What do the action menus contain?
The actions listed in each menu are dependent on your security privileges and user interface view settings. Depending on an administrative setting, you may be able to change your view preferences to show or hide actions according to your needs.
Tip: After choosing an action from one of the menus, the application opens a page on which you can perform the selected action. For help on the page that displays, click Help at the top right of the application.
From the Dashboards action menu, you can choose:
- Manage Dashboards - choose this option to create, edit, or delete dashboards, and to customize the Dashboards Home page.
- Manage Portfolios - choose this option to create, modify, or delete portfolios.
- Import Appointments - choose this option to import Microsoft® Outlook® data.
- Approve Timesheets - choose this option to approve or reject timesheets, run a timesheet details report, assign a delegate timesheet approval manager, send a timesheet e-mail notification, and more.
From the Portfolios action menu, you can choose:
- Manage Portfolio Views - choose this option to create or modify portfolio views, or to delete a portfolio view.
- Manage Scenarios - choose this option to create, modify, or delete a scenario.
- Manage Portfolios - choose this option to create, modify, or delete portfolios.
- Open Portfolio - choose this option to open a project group in the Portfolios section.
For more information on Portfolios action menu items, see Portfolios features overview.
From the Projects action menu, you can choose:
- Create Project - choose this option to create a new project.
- Manage Activity Views - choose this option create, modify, and delete activity views.
- Initiate Project Request - choose this option to initiate a project request.
- Open Projects - choose this option to open a project or group of projects in the Projects section.
- Delete Project - choose this option to delete a project.
For more information on Projects action menu items, see Projects features overview.
From the Resources action menu, you can choose:
- Add Resource - choose this option to add a resource to the resource pool.
- Create Resource Team - choose this option to create a resource team.
- Plan Resources - choose this option to plan and allocate resources and roles for a project or WBS, export resource planning data, assign projects or WBS to a role or resource, and search for resources to assign to a project or WBS.
- View Role Usage - choose this option to view role allocation as a histogram or spreadsheet, and to export role allocation data.
- Manage Role Teams - choose this option add, modify, or delete role teams.
For more information on Resources action menu items, see Resources features overview.
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What does the list of recently used items contain?
For each section, P6 Web Access by default displays the five most recently accessed items, with the item you most recently accessed listed first; your administrator can increase the list of most recently used items to a maximum of ten.
The list of most recently used items displays the following per section:
- The most recently used Projects list displays the projects or project groups (EPS nodes, portfolios, or project code values) you have recently accessed.
Note: Projects are not added to the most recently used Projects list when you create a project, initiate a project request, or open a random set of projects (for example, projects from multiple portfolios, but not the portfolios as a whole). Projects you access from portlets are added to the list, unless you access activity detail information (such as activity notebooks or documents) directly from a portlet.
- The most recently used Resources list displays the resources, resource teams, resource codes, and roles you have recently accessed.
Note: Resource items are only added to the list when you click a resource, resource team, resource code, or role name on the Resources Home page to access its details.
- The most recently used Portfolios list displays the project groups you have recently accessed.