Users of the Projects section of P6 Web Access have access to a wide range of features that can be used to plan projects and manage them to completion.
The Projects > Activities page is a single-page, interactive display of live project data where you can fully develop your project plan. A Getting Started tour shows the Activities page features you can use to develop, plan, monitor, and update a project plan.
Customizable dashboards and Project Workspace features let you create pages that enable you to focus on the project data you want to monitor most often.
For information about all available pages within the Projects section, refer to Choose a page in the Projects section.
To access Projects features
Click on the Projects tab of the global navigation bar to display the Projects action menu, then choose from the following options:
Note: The menu items available in the action menu, and the order in which they appear, depend on your security privileges and the settings defined in your assigned user interface view. You can view and modify your personal view settings in View Preferences; however, your ability to modify your settings is based on an administrative option. To access View Preferences, click Preferences at the top of any page, then select the View tab.
Create Project
When you create a project, you need to specify only basic information such as a project name and responsible manager, or you can accept the default information.
Once the project is created successfully, you can decide what you want to do next: develop the project plan by adding WBS elements, activities, and details; run the Project Architect; create another project; or display the new project's workspace.
The options that appear depend on the settings defined in your assigned user interface view. For more detailed information about creating projects and related options, refer to Create a new project.
Open Projects
Choose Open Projects to display the Open Projects dialog. You can open an individual project, multiple individual projects, all projects belonging to an EPS node or portfolio, or all projects that have the same project code value.
When you open a project or project group, P6 Web Access launches the Projects landing page. The landing page may be any available page in the Projects section (such as Activities or Workspace) and is defined in your assigned user interface view. If necessary, you may be able to change your view preferences to specify a different landing page.
See Open a project or group of projects in the Projects section for detailed information.
Tip: Click
on the Projects tab of the global navigation bar to view a list of your most recently used projects or project groups. Select an item from the list to open it and display the Projects landing page. To open the last project or project group you worked with, click Projects in the global navigation bar.
Delete Project
When you click Delete Project, if you have the required security privilege, you are able to delete a project in the Delete Project dialog box.
See Delete a project for more detailed information.
Manage activity views
Activity views enable you to control how activity data is presented in table and graphical format on the Projects > Activities page. For example, you can customize the columns and group, sort, and filter the activity data displayed in the Activity Table. You can also specify Gantt chart settings and control who can access the view.
If you have the appropriate rights, you can create, modify, and delete activity views on the Manage Activity Views page.
For detailed information about creating, customizing, and using activity views, refer to Activity Views.
Initiate Project Request
For new project initiation, project workflow features enable you to automate the process of reviewing and approving new project requests.
Project Requests are workflows used to evaluate proposed work. These workflows are implemented through the use of templates typically created by your P6 administrator. Each workflow template defines the data, review phases, and approval requirements for the varying types of work requests specific to your organization. For more details, see Project Workflows: Process Overview.
Once a project request workflow is underway, designated reviewers can see it in the Action Required portlet on a dashboard. Depending on their individual display settings, users who are associated with the workflow in some way, for example as the project owner, may see it listed in the Project and Document workflows portlet.
To initiate a project request, you must have the required security privilege.
For more details, see Initiate a project request.