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Global Preferences

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Global Preferences offer options for you to customize the data display format across all sections of P6 Web Access. The options you choose are exclusively yours; they are your preferences which propagate throughout Web Access.

Examples of preferences you can set include:

To edit preferences, select the options you want to use, then click Save or Save and Close.

On the Global Preferences tab, you can


Specify the size of list displays

At the top of the Global Preferences tab, you can specify

Maximum number of rows displayed in each section
For standard, or flat lists, this option controls the number of rows that display on one page.

For example, if you specify 5, on a page such as Activity Details Steps, up to five steps will be listed. If the activity you have selected has more than five steps, a Next link appears for you to navigate to the next page of the list.
Note: This preference does not apply to workspace portlets. To specify the number of rows that display for lists in the portlets of a specific workspace, customize the workspace.
Maximum number of rows displayed in trees and pick lists
This option controls the number of elements that display in hierarchical lists, such as the EPS/project hierarchy in the Open Projects dialog box.

If the number of items available to display exceeds the maximum you specify, a message appears to inform you that you are viewing only a partial list.

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Choose display settings for performance and actuals data

These settings appear in the General section.

Tips:

Calculate Performance and Earned Value Information lets you choose whether to display earned value information, performance indicators, and indices based on cost or labor units. For example, when you display earned value information on the Portfolios Performance Status tab, you will see either Costs or Labor Units data, depending on how you set this preference.

Display actual and earned value using financial period data lets you choose to view information based on past period actuals data that has been stored for custom financial periods. This option applies to the histogram and spreadsheet displays in the Portfolios Gantt Chart, Projects Team Usage view, and Resources Usage view.

When you choose this option, stored financial period values for actuals are distributed evenly from the start to the finish date defined for a financial period and earned value calculations are based on these stored period quantities.

If you do not choose this option, actuals data is spread evenly from the actual start to the data date or actual finish date of the activity or assignment.

Notes:

Display text on tab icons enables you to show or hide toolbar button text on the Portfolios and Projects toolbars.

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Specify formats for time units, dates, and currency

In the Time Units section, you can

Use the Date Format section to specify the details of date and time fields, such as choosing to display time in 12-hour or 24-hour format, or not at all.

Use the Currency section to specify a currency type, symbol, and number of decimal places.

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Set resource staffing features

Use the Resource Staffing section to specify summarizer, activity detail, and search criteria options that relate to resource staffing and activity resource assignment features.

Note: If role limits are not defined for a role in the Project Management module, the maximum availability for the role is zero.

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Choose notification options

Use options in the Notifications section to elect to receive e-mail about specific P6 Web Access events.

Use options in the General section to notify resources when assignments are made or modified.

Tip: E-mail settings in the General section let you choose to automatically notify resources by e-mail when they are assigned to an activity, or removed or replaced on an activity assignment. If you choose the automatic e-mail option, you can also choose to confirm before an e-mail is sent.
 

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Set metrics for project scoring and performance thresholds

Use the Project Score section to choose the project codes you want to use for score calculations. You can also set numeric thresholds for the graphical indicators used to represent the three predefined scoring levels.

The Project Score feature helps you evaluate projects by enabling you to identify and quantify characteristics you want to use to measure and rank projects. If you have the required module access, you can view project scores in the Project Statistics portlet, which is available for dashboards and the Project Workspace.

Use the Performance Threshold section to specify parameters for Performance, Earned Value, and Index values that appear in dashboard Project Performance portlets and on the Portfolios Performance Status tab.

Tip: While the same Project Performance portlets appear in both the Project Workspace and dashboards, the settings you specify in Global Preferences only apply to the dashboard portlets; for each project, you can specify project-specific Performance Threshold settings when you customize the Project Workspace. You can access the Portfolios > Performance Status page only if you have the required module access.

Fields for Performance and Earned Value views include: Schedule to Date, Cost to Date, Schedule at Completion, and Cost at Completion. Fields for the Index view include: Cost Performance Index (CPI), Schedule Performance Index (SPI), and To Complete Performance Index (TCPI). For performance calculation details, click Help at the top of the Performance Status page or, in the portlet title bar, click icon to launch portlet Help .

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