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Linking the Cost Worksheet to Contract Management

You can link the Cost Worksheet portlet to Oracle Primavera to view cost data for projects in a single Contract Management module database. Before you can link the portlet to Contract Management, you must first enter a Contract Management URL in the application and link a project to the Contract Management application. For help, see Linking the Project Management Application to Contract Management and Linking Contract Management Data.

To link the portlet to Contract Management:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, click Customize.
  4. On the Customize page, click the Content tab and expand the Contract Management section.
  5. In the Contract Management section:
    1. Select Cost Worksheet and click "" to expand the additional options.
    2. To enter a value in the Database Group Filter field, click "" Select Database Group and select a group from the dialog box.
  6. On the Content tab, click Save and Close.
  7. On the dashboard tab, click "" Filter by.
  8. In the Filter by dialog box, select a known project, portfolio, or group of projects by code that includes one or more known projects linked to at least one Contract Management project. Click OK.
  9. On the dashboard tab, expand the Cost Worksheet portlet and log in to Contract Management if prompted.

Tips

In order to access this portlet, you must have a valid Contract Management user name and password. If you have a Contract Management user name and password that is the same as the user name and password with which you are currently logged in to P6, you are not prompted to login to Contract Management when you expand the Cost Worksheet portlet.

Related Topics

About Portlets

List of Portlets

Customizing Portlets

Creating Portfolio View Portlets

Document Review and Workflow Portlets

Opening Projects from Dashboard Portlets

Sending E-Mail to Resource Teams

Sending E-Mail Notifications about Resource Assignments

Creating Custom Portlets

Customize Dashboard Page


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