Plan and Manage Projects
Project/WBS
- Specify or revise the date the project must finish
- Record or revise project details
You record basic information when you create a new project through the wizard; later, you can add or revise information on the Project Details pages.
Activities and Resources
- Import activities to a project
- View, add, or edit activity details
- Add, edit, or delete activity steps
- Add, edit, or delete activity relationships
- Add, edit, or delete resource and role assignments to activities
- Assign resources to unstaffed activities
- Add or edit resource estimates
- Set the rate for an assignment
Unstaffed activities have been assigned a role, but no resource has been assigned to perform the role
- Open a resource request
- Review resource or role allocations and costs
- Export resource allocation and cost data
Schedule and Update Projects
- Schedule a project
- Review schedule details in a Gantt chart
- Analyze activity relationships in Trace Logic
- Record activity progress
- Calculate progress automatically
- Suspend or resume activity progress
- Report progress for activity steps
Communicate
- Send e-mail about an activity
- Send automatic e-mail when assigning resources
- Send e-mail about a milestone
- Send e-mail about an issue
- Send e-mail about a document (with content repository)
- Send e-mail about a document (without content repository)
- Schedule and view project reports
- Print Projects views
- Import activities to a project
- Export activity data
- Export resource allocation and cost data
Manage Documents
When the content repository is configured for use with P6 Web Access, you can work with project, private, and workgroup documents, and you can perform the advanced document functions listed below.
When the content repository is not configured for use with P6 Web Access, you can work with project documents only, and advanced document functions are not available.
The content repository is typically installed and configured by an administrator.
Project Documents (with content repository)
- Add project documents
- Add or delete project folders
- Delete project documents
- View project documents
- View or edit project document details
- Relate an item to a project document
Project Documents (without content repository)
- Add project documents
- Delete project documents
- View project documents
- View or edit project document details
- Relate an item to a project document
Private and Workgroup Documents (available only with content repository)
- Add private or workgroup documents
- Delete private or workgroup documents
- View and edit private or workgroup document details
- View private or workgroup documents
- Share private or workgroup documents with project members
Advanced Document Functions (available only with content repository)
- Download documents
- Check out, check in, and undo check out documents
- Search for documents
- View a document's history
- View a document's versions
- Add, delete, and rename project document folders
- Move project documents to a different folder location
- Start a document review
- Terminate a document review
- Review a document
Manage Project Workflows
Managing workflow templates
- Workflow template overview
- Workflow template planning
- Create workflow template categories
- Create a workflow template
- Modify or delete a workflow template
Initiating and reviewing workflows
- Initiate a project request
- Review a project workflow
- Check the status of a project workflow
- Collaborate on a project workflow
- Delete a project workflow