File Menu

New

Creates a new project.

If you set your user preferences to use the Create a New Project wizard when creating projects, choosing this command launches the wizard. If you set your user preferences to not use the wizard when creating projects, a new project with the default project name (NEWPROJ-n) is added to the list of projects in the Projects window.

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Standard Toolbar

Open

Launches the Open Project dialog box. Select the projects you want to open.

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Standard Toolbar

Close All

Closes all open projects.

All open windows that display project-specific data, such as the Activities and Work Breakdown Structure windows, are automatically closed when you choose this command.

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Standard Toolbar

Page Setup

Opens the Page Setup dialog box. In the Page Setup dialog box, you can define page size and orientation, set scaling options, change the size of margins, and define a header and footer.

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Print Toolbar

Print Setup

Opens the Print Setup dialog box. In the Print Setup dialog box, you can select a printer and define printer properties.

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Print Toolbar

Print Preview

Opens the Print Preview window. In the Print Preview window, you can define page and print settings, publish the contents of the selected window to an HTML file, and print the contents of the selected window.

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Print Toolbar

Print

Enables you to print the currently selected window, select a printer, and set printer options.

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Print Toolbar

Import

Starts the Import wizard. Use the Import wizard to import projects, resources, or roles from other Oracle applications, Microsoft Project, or Microsoft Excel.

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Action Toolbar

Export

Starts the Export wizard. Use the Export wizard to export projects, resources, or roles to other Oracle applications, Microsoft Project, or Microsoft Excel.

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Action Toolbar

Send Project

Creates an XER export file of the open project, automatically opens your e-mail system, and attaches the XER file to the body of the e-mail message. The subject line of the e-mail is automatically populated with the name of the project.

This command is enabled when you open a project.

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Action Toolbar

Exchange Data > Send to Primavera Prime

This command appears only when P6 Professional is connected to a P6 EPPM database which is configured for integration with Oracle Primavera Prime. You must also have the Exchange Project Data with Primavera Prime privilege set in P6.

Sends all open projects to Prime.

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Exchange Data > Update from Primavera Prime

This command appears only when P6 Professional is connected to a P6 EPPM database which is configured for integration with Oracle Primavera Prime. You must also have the Exchange Project Data with Primavera Prime privilege set in P6.

Updates all open projects with data from Prime.

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Exchange Data > Send to Primavera Unifier > Send to Schedule Sheet

This command appears only when P6 Professional is connected to a P6 EPPM database which is configured for integration with Primavera Unifier. You must also have the Exchange Project Data with Primavera Unifier privilege set in P6.

Sends all open projects to a Primavera Unifier Schedule sheet.

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Exchange Data > Send to Primavera Unifier > Send to Summary Sheet

This command appears only when P6 Professional is connected to a P6 EPPM database which is configured for integration with Primavera Unifier. You must also have the Exchange Project Data with Primavera Unifier privilege set in P6.

Sends all open projects to a Primavera Unifier Summary sheet.

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Exchange Data > Update from Primavera Unifier

This command appears only when P6 Professional is connected to a P6 EPPM database which is configured for integration with Primavera Unifier. You must also have the Exchange Project Data with Primavera Unifier privilege set in P6.

Updates the database with CBS codes from Primavera Unifier.

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Check In

Starts the Check In wizard. Use the Check In wizard to check in open projects you currently have checked out.

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Action Toolbar

Check Out

Starts the Check Out wizard. Use the Check Out wizard to check out any open project.

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Action Toolbar

Import from Contract Management

Opens the Import Contract Management Data dialog box. Use this dialog box to specify which schedule, cost and dictionary information to import.

Note: This command only appears if P6 Professional and Contract Management modules are linked, and the open project is linked to a Contract Management project.

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Action Toolbar

Select Project Portfolio

Opens the Select a Portfolio dialog box. Use the Select a Portfolio dialog box to open a portfolio. When you open a portfolio, the module closes all open projects, then displays the projects contained in the selected portfolio in the Projects window.

Note: Opening a portfolio does not open the projects contained in the portfolio. You must open the projects you want to work with from the Projects window, which displays all of the projects contained in the open portfolio.

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Action Toolbar

Commit Changes

Commits your changes to the database.

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Standard Toolbar

Refresh Data

Refreshes to display the most current data.

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Standard Toolbar

Recent Projects >

Displays the three most recently opened projects. Select the project you want to again open.

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Exit

Closes the module.

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