Link your project to a Contract Management project

Linking your project to a Contract Management project enables you to import Contract Management data to update schedule dates, cost information, the Activity Codes dictionary, and the Cost Accounts dictionary.

When P6 Professional is connected to a P6 Professional database: Before you can link your project, you must first link P6 Professional to Contract Management in Admin Preferences.

When P6 Professional is connected to a P6 EPPM database: Before you can link your project, you must first link P6 Professional to Contract Management using the P6 Application Settings.

Setting up access is generally a one time task that is completed by the Project Administrator to identify the Contract Management product version to which you are connecting. Once access to Contract Management is set up, if you have the required security privilege, you can then link your project to a project in Contract Management. 

To link your project to a Contract Management project:

1. Choose Enterprise, Projects and display Project Details.
2. Select the project to which you want to link a Contract Management project.
3. Click the Contract Management tab, then mark the 'Allow this project to link with a Contract Management Project' checkbox. (If the Contract Management tab is not displayed, right click on a tab at the bottom (for example, General) to display the Project Details dialog box, and move Contract Management tabs section.)
4. In the Group Name:Project Name field, click . Select the name of the Contract Management/Expedition project to link to your project, then click the Select button.
   
   If you are using Expedition version 8.5, in the Group Name field, type the name of the Expedition database that contains the project you want to link to. In the Project Name field, type the name of the Expedition project to link to your project.
   
5. Choose whether you are prompted for your login and password when retrieving Contract Management/Expedition data. If you choose to log in without being prompted, type your login name and password.
   
   Note: If an identical username and password do not already exist in both Contract Management and P6 Professional, you will be prompted to enter the Contract Management Name and Password. If an identical username and password already exist in both Contract Management and P6 Professional, the Select Project Manager Project popup menu will display for you to select the project.
   
6. Click Close.

Related Topics

Linking Contract Management data