Working with dashboards
Creating and customizing dashboards
- Create, edit, or delete a dashboard
- Customize a dashboard
- Show, hide, or reorder dashboards on the Dashboards Home page
- Working with default dashboards
Add, edit, and view personal project data
- view and access projects associated with you
- view and access your workgroups
- view all activities to which you are assigned as a resource
- view, edit, or e-mail project or private documents
- view, edit, or delete risks associated with you
- view, add, edit, or delete issues associated with you
- view all activities you are assigned to, for a selected time period
- add and schedule Project Management module reports
Viewing custom data
Viewing workflow data
- view project request workflows and document reviews associated with you
- review requested projects and documents
Viewing resource data
- view resource staffing requests and assign resources
- view resource team usage
- view total unit or costs for a resource, resource code, or resource team in chart format
Working in the Project Workspace
Working with project data
- add, edit, view, move, download, checkin, and checkout project documents
- view project documents added via the Project Management module
- view a list of critical activities behind schedule
- view a list of project milestones completed or due within a specified date range
- view a list of overallocated project resources
- add, edit, view, or delete project issues
- edit or delete project risks
- assign, remove, view, and schedule Project Management module reports
- add, edit, view, and delete notebook topics
Collaborate with project team members
- send an e-mail to project team members or start a project document review
- view a list of project activities for a specific time period
- view and access all project workgroups associated with you
View Contract Management module data
Once a project is linked to a Contract Management module project, you can view Contract Management information in P6 Web Access.
- view a list of issues with a specific status that are related to the project
- view and create Contract Management documents, such as change orders and contracts
- view Contract Management reports
- view and access requests for information (RFI) based on status that exist for the project in the Contract Management module
- view the average turnaround time for RFIs related to the project
- view open and closed safety notices, and their dispositions, that exist for the project
- view and access submittals based on status
Working with workgroups
- Customize a workgroup page
- view, add, edit, and delete workgroup issues
- view, add, edit, and delete project and workgroup documents
- assign and remove workgroup activities
Collaborate with other P6 Web Access users
View portfolio and project performance data in a dashboard or Project Workspace
- analyze customizable project data
- quickly determine how projects are performing against plan
- view, add, edit, and delete notebook topics
- view current and forecast earned value schedule, cost, and labor unit variances
- view schedule performance index, cost performance index, and to complete performance index data
- view current and forecast schedule summary performance information
Working with private and workgroup documents
- Add a private or workgroup document
- View private or workgroup documents
- View and edit private or workgroup document details
- Delete private or workgroup documents
- Share private or workgroup documents with project members
- Change a project document to a private or workgroup document
- Search for documents
- Define document search criteria
Available dashboard portlets
Personal Information
- Communication Center
- My Activities
- My Calendar
- My Documents
- My Issues
- My Projects
- My Reports
- My Risks
- My Workgroups
Project Performance
- Earned Value Performance
- Index Performance
- Project Gantt
- Project Health
- Project Notebooks
- Project Statistics
- Schedule Performance
Workflow
Resources
Portfolio Views
Custom Portlets
Available Project Workspace portlets
Project
- Project Documents
- Project Risks
- Project Issues
- Project Notebooks
- Overallocated Resources
- Critical activities behind schedule
- Milestone Status
- Project Reports
Custom Portlets
Contract Management
- Contract Issues
- Contract Documents
- Contract Reports
- Request for Information (RFI)
- RFI Turnaround Time
- Safety
- Submittals
Project Collaboration
Project Performance