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Communication Center portlet

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The Communication Center portlet enables you to share data and communicate with other P6 Web Access users who are associated with a project, including the project owner. All projects you are associated with are listed in the portlet; you can choose to communicate with all of a project's team members, or with members you select.

Use the Communication Center to:

Note: If P6 Web Access is installed without the content repository configured, only e-mail is available.

Field definitions and details on customizing the Communication Center portlet are located at the end of this topic.

Send an e-mail to project team members

  1. Click the envelope icon.
  2. To send an e-mail to all project team members, mark the checkbox next to the project name.

To send an e-mail to specific project team members, click the arrow next to the project name, then select recipients.

  1. Click the Send an e-mail link at the bottom right of the portlet.

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Start a document review

  1. Click .
  2. To start a document review for all members of a project team, mark the checkbox next to the project name.

To select individual team members to associate with the document review, click the arrow next to the project name, then select individual team members you want to review the document.

  1. Click the Start Document Review link at the bottom right of the portlet.
  2. Select the document, then click OK.
  3. On the Document Review page:
    • Optionally enter a review description and select a date when the review must be completed.
    • Select a Review Type. For the reviewers you select in the Reviewers field, you can specify that anyone can review the document, that everyone must review the document, or that everyone must review the document in the specified sequence.
    • In the Reviewers field, click assignicon to select the team members you want to review the document. If you want the selected reviewers to review the document in sequence (as specified in the Review Type field), use the up and down arrows to specify the sequence of reviewers. To delete a reviewer from the list, select the reviewer, then click delete.
    • Click Create Review to start the review.

Once you create the review, the document appears in the Action Required portlet for each specified reviewer. The document also appears in the Project and Document Workflows portlet in a dashboard.

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Customizing the Communication Center

The Communication Center portlet is available in Dashboards and the Project Workspace.

To customize the portlet:
  1. From the Dashboards Home page or the Project Workspace, click Customize in the upper right corner.
  2. Click next to Communication Center to display additional options.
Tip: In Dashboard Preferences, Communication Center options are located in the Personal Information section. In Project Workspace Preferences, Communication Center options are located in the Project Collaboration section.
  1. For the Communication Center in a dashboard, choose to display all project teams, or only teams that meet the dashboard's defined portfolio, project, or project code filter criteria. This option is not available in the Project Workspace.
  2. Choose the types of team members you want the portlet to display.
  3. To change the position of the portlet on the page, click the Layout tab. To change who can access the dashboard, click the Access tab.
  4. When finished making changes, click Save and Close.

Refer to Customizing dashboards and Customizing the Project Workspace for more detailed information.

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Field Definitions

Name
The Project Name and the User's Personal Name or Resource Name for Project Team Members.
Office Phone
Displays a phone number for the team member.
Project Association
Displays the team member's association with the project as Owner, Resource, Invited, or Access Rights.

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