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Using action menus

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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 the Down arrow 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:
From the Portfolios action menu, you can choose:

For more information on Portfolios action menu items, see Portfolios features overview.

From the Projects action menu, you can choose:

For more information on Projects action menu items, see Projects features overview.

From the Resources action menu, you can choose:

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:

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.
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.

 

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