• Welcome
    • Using the P6 Professional User's Guide
    • Introducing P6 Professional
  • Understanding Project Management
    • Why Use P6 Professional?
      • Why Use P6 Professional in an P6 EPPM environment?
    • Your Role in the Organization
    • P6 Professional Process Overview
    • Planning, Controlling, and Managing Projects
  • Getting Started
    • Workspace Basics
      • Symbols
      • Using main windows
      • Using Hint Help
      • Using the Status Bar and Layout Options bar
      • Display window details
      • Tile windows horizontally or vertically
      • Wizards
      • Navigate wizards
      • Select and assign information
      • Global data vs. project-specific data
      • Use shortcut menus
      • Select multiple items
      • Quickly enter the same text in multiple table rows
      • Using the HTML editor
      • Using Hot Keys
      • Using Shortcut Keys
    • Setting User Preferences
      • Define user preferences
      • Define how to display time information
      • Specify a format for dates
      • Select a view currency
      • Specify a format for currency
      • Enter e-mail settings
      • Set wizard options
      • Change my password
      • Set startup options
      • Create a log of tasks
      • Define the range of financial periods to display in columns
      • Set resource analysis options
      • Select Startup Filters
      • Load resource summary data at startup
      • Select calculation options for resource and role assignments
      • Set the Online Help location (P6 Professional Only)
  • Structuring Projects
    • Setting up and starting to work with the EPS
      • Enterprise Project Structure overview
      • Defining the Enterprise Project Structure
      • Set up the EPS structure
      • Add a project to the EPS hierarchy
      • Show or hide details in the EPS hierarchy
      • Use status for filtering projects in the EPS
      • Delete an EPS node or project
      • Copy an EPS node or project
    • Working with and defining the OBS
      • Organizational breakdown structure (OBS) overview
      • Setting up the OBS
      • View the OBS
      • Add an OBS element
      • Assign an OBS element to a WBS element
      • Edit an OBS element
      • Delete an OBS element
      • View the OBS chart display
      • Change the OBS chart display
    • Defining Resources and Roles
      • Resources
        • Resources
        • Add a resource
        • Adding resources using a wizard
        • View resources
        • Define resource shifts
        • Display resource details
        • Calculating cost when using multiple resource rates
        • Having a discussion with team members
      • Roles
        • Roles
        • Add a role
        • Define price/unit rates for roles
        • Define role limits over time
        • Assign roles to activities
        • Assign roles to resources from the Resources window
        • Assign roles to resources from the Roles dialog box
        • View roles
        • Edit resource information
    • Defining Resource Curves
      • Resource curves
      • Add a resource curve
      • Delete a resource curve
    • Defining the WBS
      • Work Breakdown Structure
      • Using a WBS for top-down planning
      • Using weighted milestones in the work breakdown structure
      • WBS status types
      • View the WBS
      • Display work breakdown structure details
      • Add a WBS element
      • Edit a work breakdown structure element
      • Assign WBS weighted milestones
      • Assign WBS Category values (P6 Professional Only)
      • Create WBS category values (P6 Professional Only)
      • Change the work breakdown structure chart display
      • Change the work breakdown structure table display
      • Copy and paste a work breakdown structure element
      • Define earned value settings for a specific work breakdown structure element
      • Delete a work breakdown structure element
    • Defining Project, Resource, and Activity Codes
      • Project Codes
        • Project codes and values
        • Create project codes
        • Create project code values
        • Assign project codes and values
      • Resource Codes
        • Resource codes
        • Create resource codes
        • Create resource code values
        • Assign resource codes and values
      • Activity Codes
        • Activity codes and values
        • Defining Global Activity Codes and Values and Values Colors
          • Create global activity codes
          • Create global activity code values
        • Defining Project Activity Codes and Values and Values Colors
          • Create project-level activity codes
          • Create project-level activity code values
          • Promote project-level activity codes and values
        • Defining EPS-level Activity Codes and Values and Values Colors
          • Create EPS-level activity codes
          • Create EPS-level activity code values
          • Promote EPS-level activity codes and values
    • Defining Custom Fields
      • User-defined fields
      • Define custom user fields
      • Choosing data types for user-defined fields
      • Indicator user-defined fields
    • Defining Calendars
      • Calendars
      • Defining default hours per time period in calendars
      • Project Calendars
        • Create a project calendar
        • Edit a project calendar
        • Delete a project calendar
        • View project calendar assignments
      • Global Calendars
        • Create a global calendar
        • Edit a global calendar
        • Delete a global calendar
        • Specify a default global calendar
        • View global calendar assignments
      • Resource Calendars
        • Create a shared resource calendar
        • Create a personal resource calendar
        • Edit a resource calendar
        • Edit your personal resource calendar
        • Delete a resource calendar
        • View resource calendar assignments
  • Working with the EPS
    • Managing projects using the EPS
    • Defining project details
    • Enter project dates
    • Specify a fiscal start month
    • Set project resource options
    • Change a project name
    • Change a project ID
    • Change the project leveling priority
    • Change a project's status
  • Developing Projects
    • Adding Activities to a Project
      • Activities
      • Activity types
      • Activity dates
      • Synchronizing activity duration, units, and resource units/time
      • Define general activity information
      • Add activities in the Activity Table
      • Add activities in the Activity Network
      • Define activity types
      • Define activity duration types
      • Define activity percent complete types
      • Assign a calendar to an activity
      • Enter activity durations
      • Enter activity start and finish dates
      • Enter a physical percent complete for activities
      • Enter unit information for resource assignments
      • Enter cost information for resource assignments
      • Dissolve an activity
      • Define milestones
      • View activity float values
      • View activity summaries
      • Copy and paste activities in the Activity Table
      • Copy and paste activities in the Activity Network
      • Renumber activity IDs in the Activity Table
    • Linking Activities with Relationships
      • Relationships
      • Adding relationships between activities
      • Add predecessor relationships
      • Add successor relationships
      • Create relationships in the Gantt Chart
      • Create relationships in the Activity Network
      • Viewing activity relationships
        • View activity relationships in Activity Details
        • View activity relationships in the Gantt Chart
        • View activity relationships in the Activity Network
        • View activity relationships in Trace logic
      • View activity relationships in the Activity Table
    • Assigning Resources and Roles to Activities
      • Assign resources to activities
      • Assign resources to activities by role
      • Assign a rate type to a resource assignment
      • Choose the rate source for an assignment
      • Change the resource's role assignments for an activity
      • Recalculate resource and role assignment costs
      • Assign roles to activities
    • Assigning Resource Curves
      • Assign a curve to a resource or role assignment
      • Remove a curve from a resource or role assignment
    • Budgeting
      • Defining Budgeting
      • Establishing budgets
      • Tracking and analyzing budgets
      • Establish budgets
      • Enter budget changes
      • Define funding sources
      • Assign funding sources
      • Enter monthly spending amounts
      • View budget and spending plan totals
      • Compare budgets and variances
    • Manually Planning Future Period Assignments
      • Future period bucket planning
      • Create a future period bucket planning layout
      • Manually enter future period assignment values
    • Adding Expenses and Entering Cost Information for Activities
      • Expenses
        • Expenses
        • Add expenses
        • Add expenses from the Activities window
        • Assign an expense category
        • Assign expense categories from the Activities window
        • Specify an accrual type for an expense
        • Enter cost information for expenses
        • Change an expense's activity assignment
      • Cost Accounts
        • Cost accounts
        • Create a cost account hierarchy
        • Edit a cost account
        • Delete a cost account
        • Copy and paste cost accounts
        • Cut and paste cost accounts
        • Set the project default cost account
    • Performing Top-down Estimation (P6 Professional Only)
      • Performing top-down estimations using prior experience (P6 Professional Only)
      • Performing top-down estimations using function points (P6 Professional Only)
      • Applying Saved Top-Down Estimations To a Project (P6 Professional Only)
    • Adding Activity Steps
      • Activity steps
      • Add steps to activities
      • Update activity steps
      • Add weights to steps
      • Creating and Assigning Activity Step Templates
        • Activity step templates
        • Create activity step templates manually
        • Convert steps into an activity step template
        • Assign activity step templates to activities
    • Assigning Notebooks to Activities
      • Assign notebooks to activities
    • Global Change
      • Global change
      • Global change conditions
      • Change data globally
      • Add an If statement
      • Add Then and Else statements
      • Edit a statement
      • Rearrange Global change statements
      • Cut, copy, or paste a statement
      • Combine text fields
      • Use arithmetic with Global change
  • Managing Projects
    • Creating Baselines
      • Baselines
      • Create a baseline
      • Assign baselines to projects
        • Assign the baseline to use for summarization or earned value
        • Assign the baselines to use for the current project
        • Assign baselines for comparison
      • Comparing Current and Baseline Schedules
        • Setting preferences for baseline values
      • Copy a baseline
      • Update a baseline
      • Modify a baseline manually
      • Delete a baseline
    • Updating Projects
      • The Update Process
      • Updating the schedule
      • Update progress for all activities
      • Update progress for individual activities
      • Progress Spotlight
      • Update progress for spotlighted activities
      • Estimate progress automatically
      • Highlight activities for updating
      • Update progress for the project
      • Remove progress from an activity
      • Suspend or resume an activity's progress
      • Apply actuals
      • Earned Value
        • Analyze costs
      • Calculating earned value using resource curves or manual future period buckets
      • Updating progress
    • Store Period Performance
      • Store Period Performance
      • Link actual to date and actual this period units and costs
      • Post actual amounts for a period
      • Edit past period actual data
      • View past period actual data in spreadsheets
    • Creating and Using Reflections
      • What is a reflection
      • Creating and using reflections
      • Create a Reflection
      • Merging a Reflection with the Source project
    • Working with remote projects
      • Managing remote projects
      • Check out a project
      • View the check-out status of a project
      • Modify check in update options
      • Check in a project
    • Scheduling Projects
      • Scheduling projects
      • Calculate multiple float paths
      • Schedule a project
      • Schedule a project automatically
      • Schedule project data as a service (P6 Professional Only)
    • Leveling Resources
      • Leveling resources
      • Leveling priority definitions
      • Specify leveling priorities
      • Level resources
      • Level resources automatically
    • Adding and Assigning Issues
      • Issues
      • Add an issue
      • Assign responsibility for an issue
      • Assign a tracking layout to an issue
      • Send e-mail about an issue
      • View or add to an issue's history
      • Use the issue navigator
    • Adding and Assigning Thresholds
      • Thresholds
      • Threshold parameter definitions
      • Add a threshold
      • Assign responsibility for threshold-generated issues
      • Assign a tracking layout to a threshold
      • Monitor a threshold
      • View threshold issue details
    • Adding and Assigning Risks (P6 Professional Only)
      • Risks (P6 Professional Only)
      • Creating Risks (P6 Professional Only)
      • Assigning a risk to an activity (P6 Professional Only)
      • Responding to a risk (P6 Professional Only)
      • Create risk categories (P6 Professional Only)
      • Delete risk categories (P6 Professional Only)
    • Adding and Assigning Work Products and Documents
      • Work Products and Documents
      • View a project's document library
      • Add a work product or document record
      • Assign a document status or category
      • Specify work product and document location references
      • Identify a document as a work product
      • Display work product and document details in the WPs and Docs window
      • Display work product and document details in the Activities window
      • Display work product and document details in the Work Breakdown Structure window
      • Assign work products and documents from the WPs and Docs window
      • Assign work products and documents to an activity from the Activities window
      • Delete work product or document records
  • Customizing Activity Layouts
    • Overview
      • Open a layout
      • Create a new activity layout
      • Save a layout as a project layout
      • Exporting and Importing Layouts
      • Copying Data to External Applications
    • Activity Table
      • The Activity Table
      • Define Activity Table columns
      • Customize activity column titles
      • Change activity information in the Activity Table
      • Sort activity information in the Activity Table
      • Change group row fonts and colors
      • Change Activity Table font, color, and row height
    • Gantt Chart
      • The Gantt Chart
      • Display the Gantt Chart
      • Change a layout's timescale format
      • Move around a Gantt Chart
      • Add a bar to the Gantt Chart
      • Change a bar in the Gantt Chart
      • Apply Gantt Chart settings from another layout
      • Position a bar in the Gantt Chart
      • Change the background lines in the Gantt Chart
      • Show or hide the Gantt Chart legend
      • Show or hide relationship lines in the Gantt Chart
      • Customize the data date line
      • Change a Gantt Chart bar's filter - under Gantt Chart
      • Change a Gantt Chart bar's label - under Gantt Chart
      • Change a Gantt Chart bar's settings
      • Customize collapsed bars in the Gantt Chart
      • Change a Gantt Chart bar's style - under Gantt Chart
      • Change a Gantt Chart bar's timescale - under Gantt Chart
      • Change an activity's start and finish dates in the Gantt Chart
      • Delete a bar from the Gantt Chart
      • Change an activity's duration in the Gantt Chart
      • Add a curtain attachment in a Gantt Chart
      • Hide a curtain attachment in a Gantt Chart
      • Add a text attachment to a Gantt Chart
      • Remove a text attachment from a Gantt Chart
      • Attach notebook items to bars in a Gantt Chart
      • Hide all curtain attachments in the Gantt Chart
      • Delete a curtain attachment from a Gantt Chart
      • Apply a Progress Line to the Gantt Chart
    • Activity Network
      • Activity Network
      • Display the Activity Network
      • Apply Activity Network settings from another layout
      • Customize the Activity Network layout
      • Customize the activity box layout
      • Select the activity box layout
      • Save and Open an Activity Network Layout
      • Create a future period bucket planning layout
    • Trace Logic
      • Trace Logic
      • Display Trace Logic
      • Move around in Trace Logic
      • Set Trace Logic preferences
    • Activity Usage and Resource Usage Profiles
      • Activity Usage Profile
        • The Activity Usage Profile
        • Display the Activity Usage Profile
        • Define the Activity Usage Profile
        • Show or hide the profile legend in the histogram
      • Resource Usage Profile
        • The Resource Usage Profile
        • Display the Resource Usage Profile
        • Define the Resource Usage Profile
        • Define the Resource Usage Profile - Regular Histogram
        • Define the Resource Usage Profile - Stacked Histogram
    • Activity Usage and Resource Usage Spreadsheets
      • Activity Usage Spreadsheet
        • The Activity Usage Spreadsheet
        • Display the Activity Usage Spreadsheet
      • Resource Usage Spreadsheet
        • The Resource Usage Spreadsheet
        • Display the Resource Usage Spreadsheet
        • Group and sort Resource Usage Spreadsheet columns in the Activities window
        • Group and sort Resource Usage Spreadsheet columns in the Resource Assignments window
  • Tracking Projects
    • Overview
      • Tracking
      • Tracking layouts
        • Customizing Tracking Layouts
          • Customize a Project Table
          • Customize a Project Bar Chart
          • Customize a Project Gantt/Profile
          • Customize a Resource Analysis layout
        • Grouping, Sorting, and Filtering Tracking Layouts
          • Group and sort data in tracking layouts
          • Filter data in tracking layouts
      • Create a tracking layout
      • Open a tracking layout
      • Types of tracking layouts
      • Share a layout with other users
      • Save a tracking layout
      • Export a tracking layout
      • Import a tracking layout
      • Delete a tracking layout
      • Filter a tracking layout
      • Group and sort a tracking layout using standard settings
      • Group and sort a tracking layout using custom settings
    • Project Table
      • Customize a Project Table
    • Project Bar Chart
      • Customize a Project Bar Chart
    • Project Gantt/Profile and Resource Analysis
      • Customize a Project Gantt/Profile
      • Group and sort resources in the Resource Explorer window
      • Filter resources in the Resource Explorer window
      • Working with the Gantt Chart
        • Change a Gantt Chart bar's timescale
        • Change a Gantt Chart bar's label
        • Change a Gantt Chart bar's style
        • Change a Gantt Chart's background lines
        • Customize the data date line
      • Working with the Profile and Spreadsheet
        • Change a profile's background lines
  • Grouping, Filtering, and Summarizing Data
    • Grouping and Sorting
      • Grouping activities by field
      • Grouping by hierarchy
      • Grouping activities by WBS path
      • Sorting
      • Group activities by field
      • Group activities by hierarchy
      • Group activities by WBS path
      • Sort activities
      • Format grouping bands
      • Set Page Breaks by Group Band
      • Show or hide empty title bands
      • Show field titles in grouping bands
      • Group and sort resource assignments
      • Set as a user preference
      • Auto-Reorganization
        • Reorganizing window data automatically
        • Enable or disable auto-reorganization
    • Filtering
      • Filtering data
      • Default filter criteria
      • Create a filter
      • Apply a filter
      • Combine filters
      • Change a Gantt Chart bar's filter
      • Create a lookahead filter
      • Filter by project status
      • Remove filters
      • Delete filters
    • Summarizing
      • How data is summarized
      • Viewing summary project information
      • Set a project's summarization options
      • Summarize project data
      • Summarize project data as a distributed job service
  • Producing Reports and Graphics
    • Report Basics
      • Reporting features
      • Report Wizard
      • Create a new report with the Report Wizard
      • Modify a report with the Report Wizard
      • Report Editor
      • Preview a report
      • Print a report
      • Copy a report
      • Import a report
      • Export a report
      • Delete a report
    • Working with Report Groups
      • Create a report group
      • Edit a report group
      • Add a report to a report group
    • Working with Report Batches
      • Create a report batch
      • Add a report to a report batch
      • Print a report batch
      • Run a report batch from the command line
      • Run a batch report as a service
    • Using the Report Editor to Modify Reports
      • Report Editor window
      • Basic Procedures
        • Copy and paste cells
        • Cut and paste cells
        • Add a report title
        • Define default text styles for reports
        • Define a report header and footer
        • Define page setup options for a report
        • Change report margins
        • Add a background image to a report
        • Remove a background image from a report
        • Add comments to reports
        • Add comments when running a report
        • Indicate hierarchy levels in reports
        • Specify a timeperiod for a report
      • Advanced Procedures
        • Working with Data Sources
          • Data sources in reports
          • Add a data source to a report
          • Add an embedded data source to a report
          • Copy a data source
          • Cut and paste a data source
          • Define layout options for a data source
          • Sort report records
          • Change the sort order of report records
          • Filter a data source
          • Delete a data source filter
          • Delete a data source from a report
          • Delete a data source that contains embedded data sources
        • Working with Rows
          • Add a row to a report
          • Copy a row
          • Cut and paste a row
          • Filter a report row
          • Delete a row filter
          • Delete a row from a report
        • Working with Text Cells
          • Text cell types
          • Add a field data or field title cell to a report
          • Show time distributions in a report
          • Add a variable cell to a report
          • Add a custom text cell to a report
          • Format text in a text cell
          • Specify text cell width and alignment in a row
          • Change text cell color
          • Add a border to a text cell
          • Remove borders from a text cell
          • Add HTML links to a text cell
          • Disable HTML links in a text cell
          • Filter a text cell
          • Delete a text cell filter
          • Delete a text cell from a report
        • Working with Line Cells
          • Add a line cell to a report
          • Specify line cell width and position in a row
          • Delete a line cell from a report
        • Working with Image Cells
          • Add an image cell to a report
          • Specify image cell width and position in a row
          • Add HTML links to an image cell
          • Disable HTML links in image cells
          • Define HTML print settings for an image cell
          • Delete an image cell from a report
    • Producing Graphics
      • Print features
      • Print a layout or window data
      • Change page setup options
      • Select a specific printer to print a layout
    • Publishing Layouts and Reports in HTML Format
  • Publishing Project Web sites
    • Project Web Site Publisher
    • Project Web sites
    • Publishing activity and tracking layouts
    • Publish projects as Web sites
    • Publish activity and tracking layouts on a Project Website
    • Publish reports on a Project Website
    • Customize a Project Website
    • Publish Activity layouts
    • Publish tracking layouts
  • Importing and Exporting Data
    • Linking Contract Management (Expedition) data
      • Linking Contract Management data
      • Link P6 Professional to Contract Management
      • Link your project to a Contract Management project
      • Import Contract Management data
      • Import considerations
      • How data is imported from Contract Management
      • Viewing Contract Management documents
      • View Contract Management documents
    • Import/Export Overview
      • Importing and exporting projects
      • Importing and exporting resources and roles
      • Import/Export file formats
      • Importing information using a wizard
      • Exporting information using a wizard
      • Exchanging data with Primavera Prime (P6 EPPM Only)
    • P3
      • Considerations when importing P3 projects
      • P3 data not converted to P6 Professional
      • Importing P3 Project Files to P6 Professional
    • XER
      • Export projects to an XER file
      • Import projects in XER format
      • Export resources to an XER file
      • Import resources from an XER file
      • Export roles to an XER file
      • Import roles from an XER file
      • Export projects from the command line
      • Import projects from the command line
      • Export projects as a service
    • Primavera P6 XML
      • Export a project to an XML file
      • Import a project in XML format
    • Microsoft Excel/XLS
      • Delete data in the XLS file
      • Modify Unique Fields in the XLS file
      • Modifying and importing data from an XLS file
      • Export project data and resources to an XLS file
      • Import project information and resources in XLS format
      • Update Unit, Cost, Duration, and Percent Complete fields in Excel
      • Export activity data to Excel
    • Microsoft Project
      • Export projects to a Microsoft Project file
      • Import a Microsoft Project file
      • Export resources to Microsoft Project (supported for MPX format)
      • Import resources from a Microsoft Project file (supported for MPX format)
        • Modify template options
    • Oracle Primavera Contractor
      • Export a project for use with Oracle Primavera Contractor
      • Export resources for use with Oracle Primavera Contractor
      • Data not exported to Oracle Primavera Contractor
    • UN/CEFACT IMS (XML)
      • Export projects to a UN/CEFACT (XML) file
      • Create an Export Template for UN/CEFACT Export
    • Linking Primavera Unifier data (P6 EPPM Only)
      • Link a project with a Primavera Unifier Project (P6 EPPM Only)
      • Exchanging data with Primavera Unifier using Schedule Sheet Integration.
      • Exchanging data with Primavera Unifier using Summary Sheet Integration.
      • Exchanging data with Primavera Unifier using Activity Sheet Integration.
  • P6 Visualizer
    • P6 Visualizer overview
    • Launching P6 Visualizer from P6 Professional
  • For More Information
    • Where to Get Documentation
    • Documentation Accessibility
    • Where to Get Training
    • Where to Get Support