General Detail Window of the EPS Page

Overview

Use this detail window to add or modify information about the selected project.

Screen Elements

Project selector

Cycles through the available projects and determines which data display in the detail window. Click the "" up or "" down arrow to change which project and its corresponding data are displayed.

Project ID field

The unique identifying code for the project.

Project Name field

The name of the project.

Details section:

Project Status list

The current state of the project or WBS element. For activities, this field reflects the current state of its parent WBS or project. The status type determines how project, WBS, activity, and resource assignment data are handled by applications within P6 EPPM.

The status you assign to a project automatically applies to all its WBS elements and their activities. By default, when you create and save a new WBS, it automatically inherits the Project Status value of its parent WBS or project; however, subject to certain logical contraints, you can change the individual status of a WBS. For example, within an Active project you can designate WBS elements that are Active, Inactive, and Planned. The following status values can appear in this field:

Active: This is the default setting for new projects. Use this status to reflect actual authorized WBS or project work at your organization. When you designate a project as Active, P6 Progress Reporter users can view all activities included in its active WBS elements. Depending on their timesheet privileges, users may also be able to assign themselves to and perform work on activities that are included in an active WBS element.

Inactive: Use this status to designate a WBS or project that is on hold, terminated, or no longer active. Select the Resources Can View Inactive Projects option on the Progress Reporter page of the Project Preferences dialog box to allow P6 Progress Reporter users to view, but not edit, activities that are included in an inactive WBS element or project.

Planned: Use this status to designate a project or WBS that is in its planning phase. If a WBS element’s status is Planned, P6 Progress Reporter users cannot view any of its activities. This prevents P6 Progress Reporter users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active.

What If: This status can only be designated at the project level. Use this status to designate a project is only being considered or is undergoing analysis before establishing a more defined project schedule. When a WBS element’s status is What If, P6 Progress Reporter users cannot view any of its activities. This prevents P6 Progress Reporter users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active.

Template: This status appears in this field only for template projects or for a WBS element that belongs to a template project. This status is set by P6; you cannot directly set this value.

Responsible Manager field

The project’s assigned organizational breakdown structure (OBS) element.

A responsible manager is required for each project and each level of the EPS.

Project Owner field

The resource designated as responsible for the project.

The project owner designation provides a user with viewing access for the project.

Total Activities field

The number of activities in the project.

Checked Out By field

The name of the user who checked out the project.

If the project is not checked out, this field is blank.

Date Checked Out field

The date and time the user checked out the project. If the project is not checked out, this field is blank.

Planned Dates section:

Anticipated Start field

The expected start date of the project used during the planning phase. This date is manually entered and is not affected by scheduling.

If there are no children elements, the anticipated start is the start date listed for the project.

Anticipated Finish field

The expected finish date of the project used during the planning phase. This date is manually entered and is not affected by scheduling.

If there are no children elements, the anticipated finish is the finish date listed for the project.

Project Planned Start field

The date the project is scheduled to begin.

Must Finish By field

The optional date constraint you can specify for the project end date.

Actual Dates section:

Actual Start field

The date on which work on the project, template, or EPS began, if the work has started.

Actual Finish field

The date on which the project is complete. When the project is finished, all activities in the project have an actual finish date.

Scheduled Finish field

The calculated latest early finish date, which is based on the schedule most recently generated for the project.

Data Date field

The date progress was last recorded for the selected project. Project status is up-to-date as of the data date.

Tips

If you have more than one project selected, the detail window will not be visible.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, select a project and click the General detail window.

Related Topics

Customizing Detail Windows


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