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Working with the Main Menus

The seven main menus of P6 are located in the title bar and navigation bar. The menus are:

  • "" Dashboards
  • "" Portfolios
  • "" Projects
  • "" Resources
  • "" Reports
  • Administer
  • Help

You can click each main menu directly on its icon or text to execute its default command; however, you must click only on the triangle portion () of the menu for the additional Dashboard, Portfolio, Project, or Resource menu items to appear. If no triangle appears next to the menu, this indicates your user interface view settings do not include access to its menu items.

In all of the main menus except Help and Reports, your assigned user interface view and your view settings on the My Preferences page determine which menu items appear, if any. The portfolios and projects menus also display a list of your most recently used portfolios and projects.

Each menu item will take you to another page or dialog box. If the first page for projects or portfolios is already open, and you select one of the most recently used items in the menu, it will open the selected projects or portfolios and refresh the page.

The sample image below demonstrates what you might see in your main menus. For the most accurate details regarding your menus, see the help topic for the Content Tab of the User Interface View Details Page and check your actual settings in the application.

Primary navigation elements

Table of P6 Main Menus

Item

Description

item one

P6 title bar: Located in the P6 title bar, the Administer menu provides links to related pages based on your view settings and personal preferences. The Help menu items are standard and cannot be changed.

item  two

P6 navigation bar: Located in the P6 navigation bar, each menu opens up additional pages within the section it represents. The Dashboards, Portfolios, Projects, and Resources menus provide links to related pages based on your view settings and personal preferences. The menus for portfolios and projects also display links to your most recently used items.

item  three

Dashboards menu: Provides links to manage dashboards and timesheets.

item  four

Portfolios menu: Provides links to open and manage portfolios, views, and scenarios. This example also shows three recently used portfolios, opened by project code, manually-defined portfolio, and EPS element.

item five

Projects menu: Provides links to open one or more projects, adjust specific enterprise data for projects, and schedule services. This example also shows five recently used projects or project groups, including two individual projects, and all projects within the Energy Services EPS element, Projects over $100K global filtered portfolio, and Mobile Product project code group.

item six

Resources menu: Contains a single link to adjust resource-specific enterprise data without navigating away from the current page.

item seven

Administer menu: Assuming all its menu items are configured, this menu provides links to adjust your own calendar and personal preferences. In addition, it can also display links to the Application Settings, Enterprise Data, User Access, and User Interface Views pages.

item eight

Help menu: A fixed menu providing links to the Online Help, P6 Library of documents available online, and the Oracle Primavera Customer Support website. If so configured, the Help menu can also provide links to multimedia tutorials powered by Oracle UPK technology.

Related Topics

About the Most Recently Used List

About Screen Controls

Working with Tables

Working with Toolbars

Working with "Select a Value" Dialog Boxes

Working with Data in P6

Working with Detail Windows

About Portlets

About Data Entry Controls


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