P6 Web Access provides three types of workspaces: dashboards, the Project Workspace, and workgroups. You can customize the content and layout of each workspace to display the portlets you want to view. Portlets provide the means for adding, editing, and viewing portfolio, project, resource, and personal data, as well as for collaborating with other users of P6 Web Access.
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Dashboards
A dashboard is a workspace you can display on the Dashboards Home page. Dashboards you create for your personal use can contain user-specific information, such as your calendar, along with project status and resource information. Dashboards created by other users and made available to you may contain project or resource information relevant to you, while global dashboards contain information relevant to all users.
There are three types of dashboards, all of which can be displayed as tabs on the Dashboards Home page:
- User dashboards are private dashboards you create that are not available to other users. You can create an unlimited number of user dashboards and use them to organize information into groups meaningful to you, for example, a dashboard that only contains your personal information such as your activities, projects, documents, and calendar.
- Multi-user dashboards are dashboards accessible to a specific group of users. When you create a dashboard, you can choose to make it available to users you select; likewise, when another user makes a dashboard available to you, you can display the dashboard on the Dashboards Home page. Only the user who creates a multi-user dashboard can modify its contents, layout, or access.
- Global dashboards are available for display by all P6 Web Access users. You must have the appropriate security privilege to create, edit, and delete global dashboards.
Tip: The Dashboards Home page displays the global and multi-user dashboards available to you as defined in your user interface view settings, along with your private dashboards. If you have the appropriate rights, you can use the Manage Dashboards page to modify the list of available dashboards that display on the Dashboards Home page.
Project Workspace
The Project Workspace is the home page for the project and provides many categories of project information. Each team member views the same project-related information, including project milestone status, activities behind schedule, project documents, and so on.
You can access a project's workspace by opening a project or group of projects, then clicking on the Projects toolbar.
Notes:
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When multiple projects are open in the Projects section, you must select the project you want to work with from the Select Project list on the Project Workspace. If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
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You can customize the Project Workspace only if you have the appropriate module access and security privilege.
Workgroups
The Workgroups page is a collaborative space for people working on a project. It is a subset of the workspace for an individual project. Project members can use the Workgroups page to view documents, issues, and other information relevant to their area of the project.
Portlets
A portlet is a category or section of project information that you can view in a dashboard, Project Workspace, or workgroup.
Some portlets display user-specific information, such as My Calendar, and My Issues. Others display project performance, such as Project Health and Project Statistics. Resource information is displayed in the Resource Team Summary and Open Request for Resources portlets. Project Document Workflow information can also be displayed from the Action Required and Project and Document Workflows portlets.
Listed below are the available portlets for each type of workspace. Click the portlet name to view a description of the portlet and the tasks you can perform using the portlet.
Dashboards - Action Required, Communication Center,
Custom Portlet, Earned Value Performance, Index Performance,
My Activities, My Calendar, My Documents, My Issues, My Projects,
My Reports, My Risks, My Workgroups, Open Request for Resources, Portfolio
View, Project Gantt, Project Health, Project Notebooks, Project Statistics,
Project and Document Workflows, Resource Analysis Chart , Resource
Team Summary, and Schedule Performance.
Project Workspace - Project Documents (with content repository), Project Documents (without content repository), Project Risks, Project Issues, Project Notebooks, Overallocated Resources, Critical activities behind schedule, Milestone Status, Project Reports, Custom Portlet, Communication Center, Project Calendar, Workgroups, Schedule Performance, Earned Value Performance, Index Performance, Project Statistics, Project Health, Contract Issues, Contract Documents, Contract Reports, Request for Information (RFI), RFI Turnaround Time, Safety, and Submittals.
Workgroup - Activities, Issues, and Documents.