Action Toolbar

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

File > Import

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

File > Export

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 icon is enabled when you open a project.

File > Send Project

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

Sends the open project to a Primavera Unifier Schedule sheet.

File > Send to Unifier

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

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

File > Import from Contract Management

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

File > Check In

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

File > Check Out

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.

File > Select Project Portfolio