Enterprise Menu

Projects

Opens the Projects window. Use the Projects window to set up the EPS, add new projects, and manage multiple projects.

All

Enterprise Toolbar

Enterprise Project Structure

This command appears only when P6 Professional is connected to a P6 Professional database.

Opens the Enterprise Project Structure (EPS) dialog box. Use the Enterprise Project Structure (EPS) dialog box to define the EPS - the hierarchical structure of your database of projects.

All

Enterprise Toolbar

Tracking

Opens the Tracking window. Use the Tracking window for monitoring a project's progress using different types of layouts.

All

Enterprise Toolbar

Project Portfolios

Opens the Project Portfolios dialog box. Use the Project Portfolios dialog box to add, edit, and delete portfolios.

All

Enterprise Toolbar

Resources

Opens the Resources window. Use the Resources window to maintain both your organization's resource hierarchy and individual resource information.

All

Enterprise Toolbar

Roles

Opens the Roles dialog box. Use the Roles dialog box to add, edit, and delete roles. You can also use the Roles dialog box to assign roles to resources, define up to five price/unit rates for each role, and specify role availability over time.

All

Enterprise Toolbar

OBS

This command appears only when P6 Professional is connected to a P6 Professional database.

Opens the Organizational Breakdown Structure dialog box. Use the Organizational Breakdown Structure dialog box to create, view, and edit the organizational breakdown structure (OBS). You can also use this dialog box to view a list of users who can access an OBS element's project information.

All

Enterprise Toolbar

Resource Codes

Opens the Resource Codes dialog box. Use the Resource Codes dialog box to create, edit, and delete resource codes. You can use these codes to sort, filter, group, and report on project data across the enterprise.

All

Dictionaries Toolbar

Project Codes

This command appears only when P6 Professional is connected to a P6 Professional database.

Opens the Project Codes dialog box. Use the Project Codes dialog box to create, edit, and delete global and project codes and values. Use these codes and values to sort, filter, group, and report activity information.

All

Dictionaries Toolbar

Activity Codes

Opens the Activity Codes dialog box. Use the Activity Codes dialog box to create, edit, and delete global, project, and EPS activity codes and values. Use these codes and values to sort, filter, group, and report activity information. You can also use this dialog box to assign colors to activity code values, applicable only in the context of Visualizer drawings, to activity code values.

See Activity codes and values for more information.

All

Dictionaries Toolbar

User Defined Fields

Opens the User Defined Fields dialog box. Use the User Defined Fields dialog box to add an unlimited number of custom fields and values to the project database.

All

Dictionaries Toolbar

Calendars

Opens the Calendars dialog box. Use the Calendars dialog box to create, edit, and delete global, project, and resource calendars. You can also view calendar assignments, and you can specify a default global calendar.

All

Dictionaries Toolbar

Resource Shifts

Opens the Resource Shifts dialog box. Use the Resource Shifts dialog box to define shift calendars for resources.

All

Dictionaries Toolbar

Activity Step Templates

This command appears only when P6 Professional is connected to a P6 Professional database.

Opens the Activity Step Templates dialog box. Use the Activity Step Templates dialog box to create templates containing groups of steps common to multiple activities. You can then assign these templates to activities.

All

Dictionaries Toolbar

Cost Accounts

This command appears only when P6 Professional is connected to a P6 Professional database.

Opens the Cost Accounts dialog box. Use the Cost Accounts dialog box to maintain your organization's cost accounts. You can assign these cost accounts to activities in any project.

All

Dictionaries Toolbar

Funding Sources

This command appears only when P6 Professional is connected to a P6 Professional database.

Opens the Funding Sources dialog box. Use the Funding Sources dialog box to set up a funding sources dictionary containing any non-profit, government-allocated, or other funding sources for easy assignment to budget items.

All

Dictionaries Toolbar

Resource Curves

Opens the Resource Curves dialog box. Use the Resource Curves dialog box to add, delete, or modify resource curves. Curves are used to allocate resources and costs over the duration of an activity.

All

Dictionaries Toolbar

External Applications

Opens the External Applications dialog box. Use the External Applications dialog box to set up links with external applications.

All

None