Tools Menu

Schedule

Opens the Schedule dialog box. In this dialog box, you can schedule the open projects and set scheduling options.

All

Tools Toolbar

Level Resources

Opens the Level Resources dialog box. In this dialog box, you can level resources and set resource leveling options.

All

Tools Toolbar

Apply Actuals

Opens the Apply Actuals dialog box. In this dialog box, you can update the schedule by applying actuals up to the data date you select for each open project.

All

Tools Toolbar

Update Progress

Opens the Update Progress dialog box. In this dialog box, you can estimate progress for spotlighted or selected activities.

Activities

Tools Toolbar

Recalculate Assignment Costs

Opens the Recalculate Assignment Costs dialog box. In this dialog box, you can recalculate resource and role assignment costs for all activities in the open projects.

All

Tools Toolbar

Summarize

Enables you to summarize open projects or all projects. To choose which projects you want to summarize, point to Summarize, then select an option.

All

Tools Toolbar

Job Services

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

Opens the Job Services dialog box. In this dialog box, you can create jobs and schedule them to run automatically on any number of projects or EPS nodes at a specified time.

All

Tools Toolbar

Store Period Performance

Opens the Store Period Performance dialog box. In this dialog box, you can store past period actuals for any open project in defined financial periods.

All

Tools Toolbar

Job Status

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

Opens the Job Status dialog box. In this dialog box, you can view the status of all jobs submitted in P6 EPPM, such as apply actuals or summarize jobs that were run from P6 Professional and sent to run as an ASAP service.

All

Tools Toolbar

Disable Auto-Reorganization

Enables or disables automatic reorganization. By default, automatic reorganization is enabled. When you turn on Disable Auto-Reorganization, the module does not automatically reorder the currently active window according to your recent changes.

All

Tools Toolbar

Global Change

Opens the Global Change dialog box. In this dialog box, you can make changes to all activities, resource assignments, or project expenses, or a selected group of these items, at one time.

All

Tools Toolbar

Monitor Thresholds

Opens the Monitor Thresholds dialog box. In this dialog box, you can monitor all of the open project's thresholds at once.

All

Tools Toolbar

Issue Navigator

Opens the Issue Navigator dialog box. In this dialog box, you can track the open project's issues, including associated activities, resources, and work breakdown structure (WBS) elements.

All

Tools Toolbar

Visualizer

Opens the Primavera P6 Visualizer. This command is enabled when the Activities view is active.

See Launching P6 Visualizer from P6 Professional for more information.

Activities

Tools Toolbar

Reports > Reports

Opens the Reports window. Use the Reports window to create, edit, run, delete, import, and export global and project reports.

All

Enterprise Toolbar

Reports > Report Groups

Opens the Report Groups dialog box. Use the Report Groups dialog box to define report groups for organizing your global and project reports.

All

Reports Toolbar

Reports > Batch Reports

Opens the Batch Reports dialog box. Use the Batch Reports dialog box to define report batches for running global and project reports.

All

Reports Toolbar

Reports > Report Preferences

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

Opens the Report Preferences dialog box. Use the Report Preferences dialog box to define three default sets of headers, footers, and custom labels for reports. These default settings apply to all projects and can be viewed by all users, but you must have Add/Edit/Delete Global Reports global privilege, as defined in P6, to edit these settings.

All

Tools Toolbar

Report Wizard

Starts the Report Wizard. Use the Report Wizard to create new reports and modify existing wizard reports.

All

Reports Toolbar

Publish > Project Web Site

Opens the Publish Project Web Site dialog box. Use the Publish Project Web Site dialog box to save the project information you specify as HTML files. You can then publish these files as a Web site on an intranet or the Internet.

All

Publish Toolbar

Publish > Activity Layouts

Opens the Select Activity Layouts to Publish dialog box. Use the Select Activity Layouts to Publish dialog box to specify the activity layouts to publish to the project Web Site.

All

Publish Toolbar

Publish > Tracking Layouts

Opens the Select Tracking Layouts to Publish dialog box. Use the Select Tracking Layouts to Publish dialog box to specify Tracking layouts to publish on the project Web site.

All

Publish Toolbar

Schedule Comparison

Launches Visualizer. Use Visualizer to create a Schedule Comparison layout that compares selected data fields in a revised project and its corresponding original project, or a revised project and a corresponding baseline.

All

Tools Toolbar