Preferences Columns of the EPS TableActivity % Complete from Steps option Determines if the activity percent complete is calculated from activity steps or from manual input. If the option is selected, the activity percent complete will be calculated based on activity steps. This option is clear by default. Activity ID Prefix field The single or combination of letters and/or numbers to act as the Activity ID Prefix. This field can contain 1 to 20 characters. Activity ID Suffix field The single or combination of letters and/or numbers to set as the Activity ID Suffix. The value must be a number between 1 and 999,999. Activity Type list Determines how duration and schedule dates are calculated for an activity. Task Dependent: Activities are scheduled using the activity's calendar rather than the calendars of the assigned resources. Choose task dependent when you want to control the duration of the activity yourself (that is, no resources are assigned), or when one or more resources assigned to the same activity can work according to the same calendar. The activity is scheduled according to the activity’s calendar, not the resource calendars. For example, you might have an activity to cure concrete; you know how long the task takes and the addition of resources won’t complete the task any earlier. You would designate this activity as task dependent. Resource Dependent: Activities are scheduled using the calendars of the assigned resources. This type is used when several resources are assigned to the activity, but they might work separately. Choose resource dependent when you want to schedule each resource according to his/her own time schedule, or resource calendar, not the activity calendar. The assigned resource availability determines the start and finish dates of the activity. Typically, you use this type when multiple resources assigned to the same activity can work independently, or when availability can affect the activity’s duration. For example, an activity that requires an Inspector might be delayed if that resource is assigned to multiple projects or is on vacation. Start or Finish Milestone: Milestone activities are zero-duration without resources, marking a significant project event. Choose start milestone or finish milestone to indicate that the activity marks the beginning or end of a major stage in the project. Milestones have zero duration. They can have expenses assigned to them, but not resources. In an office building addition project, examples of milestones might include Project Definition Complete, Structure Complete, or End Bidding Process. Level of Effort: Activities have a duration that is determined by its dependent activities and are typically administration type. Choose level of effort to indicate that the activity’s duration depends on its predecessor and/or successor activities. A level of effort activity is usually one that is ongoing, such as clerical work, change management, or project management tasks. For example, site cleanup could be considered a level of effort activity; it occurs repeatedly and is dependent on the completion of a phase. WBS Summary: Activities that are used to roll up date, duration, and percent complete values for a group of activities that share a common WBS code level. Choose WBS Summary to indicate that the activity is a summary-level WBS activity. A WBS Summary activity represents a group of activities that share a common WBS level. The summary-level WBS activity enables roll-ups of dates for the activity group. The duration of a WBS Summary activity extends from the start of the earliest activity in a group to the finish of the latest activity. WBS codes control which activities are part of a WBS Summary activity; P6 incorporates any activities that share a component of the WBS Summary activity's WBS code into the WBS Summary activity. For example, all activities whose WBS codes begin with A (A.1, A.1.1, A.1.2, etc.) can be part of one WBS Summary activity whose WBS code is A. At a lower level, all activities whose WBS codes start with A.1 (A.1.1, A.1.2, etc.) can be part of a WBS Summary activity whose WBS code is A.1. Allow Duplicate Resource Assignments option Determines whether resources can be assigned to an activity more than once. Allow Negative Actual Units option Determines if negative actual units can be entered on activities via timesheets in the project. Baseline Option list The baseline the project uses. This field is disabled if the project is checked out. Calendar field The calendar assigned to the project. Cost Account field The cost account associated with the project. Drive Activity Dates by Default option Determines whether assignments will drive activity dates. Duration Type list Determines whether the schedule, resource availability, or costs are most important when updating activities. The duration type applies only when you have resources assigned to the activity. Choose a duration type based on which factor is most important (least flexible) in planning your project. Fiscal year list Determines on which month the fiscal year begins. Increment field The number to act as the increment. The number must be a value between 1 and 99,999. Activity ID based on selected activity option Determines if the activity numbering is based on the selected activity or on the project's default settings. When selected (the default setting), activity numbering is automatically incremented based on the currently selected activity. When this option is clear, activity numbering is automatically incremented based on the project's default settings. This option is disabled if the project is checked out, opened exclusively, or if you do not have the Edit Project Details Except Costs/Financials permission. Link Actual and Period Actual Units and Cost option Determines whether to recalculate all actual and period actual unit and cost values using the actual values to date based on the financial period values. Link Percent Complete with Actuals option Determines whether the actual units and cost values are recalculated when duration percent complete is updated. Link Planned and At Completion option Determines whether to recalculate all of the planned unit and cost values using the remaining costs and units for activities that have not started. Percent Complete Type list Determines the way in which the application calculates the percent complete for the activity. This default activity percent complete type will be applied to all new activities added to a project. If you change this setting for an existing project that has activities, the percent complete type of those existing activities will not be changed. Price/Unit field The non-overtime price per unit of time for the project. Primary Can Complete Activity option Determines whether primary resources can mark activities as completed. Rate Type field The price/unit used to calculate costs for the project. There can be up to five rate types, with each rate type reflecting a different price/unit. Rate types are defined in P6. Recalculate Units from Cost option Determines whether units are updated with costs. When selected, a change in resource assignment costs will also result in a calculated update to the resource assignment units. When this option is clear (the default setting), a change in resource assignment costs will not result in a calculated update to the units. This option is disabled if the project is checked out, opened exclusively, or if you do not have the Edit Project Details Except Costs/Financials permission. Resources Can Assign Themselves option Determines whether resources can assign themselves to activities. Resources Can Complete Assignments option Determines whether resources can mark assignments as completed. Resources Can View Inactive Projects option Determines whether resources can view projects that are not currently active. Resources Status Activities Using field Determines how P6 Progress Reporter users enter their status for assignments. WBS Code Separator field The character used for separating code fields for the cost account tree. This is also the WBS code separator for new projects by default. When Activity Progress Removed field Determines whether the application will reset planned duration and units or reset remaining duration and units if activity progress is removed. When Updating Units or Costs field Determines whether the application will add actual to remaining or subtract actual from at completion if activity progress is removed. |
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