Primavera P6R8 Web Training (sample) - Activity Detail Tabs

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Detail Activity Tabs - Tips and Techniques Developed by Bruce F Gordon

description

Sample of navigation training for Primavera Web application. Release 8 is the latest version of Primavera. More training on building Views, Filters and User Interface Views along with P6 Security tips and tricks.

Transcript of Primavera P6R8 Web Training (sample) - Activity Detail Tabs

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Detail Activity Tabs - Tips and Techniques

Developed byBruce F Gordon

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Opening a Project Activity Details Page Activity Detail Tabs Floating Activity Detail Tabs Saving Changes to Views

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Primavera Web Opening a Project

1. Select the drop down arrow next to “Projects”

2. Select the command for “Open Projects”Note: Clicking directly on the “Projects” text will open the last Project you had selected. Click on the down arrow until you see the “Open Projects” command.

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1. Expand the hierarchy table to locate the Project you want to open. Note: Your assigned security determines what Projects you can see in the hierarchy

2. Highlight the Project and move it to “Selected Projects” by using the arrow. Note: you can move more than one Project to “Selected Projects”

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23. Select “OK” in the bottom right corner of the window

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Primavera Web Opening a Project

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1. Initially the Projects window may default to “EPS”

2. Select “Activities”

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3. Your Project (or Projects if you opened more than one) will display in the title bar

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Primavera Web Opening a Project

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Primavera Web Detail Tabs

1. In the Activities window there are a selection of detail tabs across the bottom of the form that provide additional information about the activity that is highlighted.

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1. Tabs will display when highlighted on an activity row. In the example below the top figure has the grouping band highlighted and the tabs do not display.

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Primavera Web Detail Tabs

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1. To see the detail information select the tabs along the bottom of the activities window

2. To close the tabbed window select the Minimize Details icon

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Primavera Web Detail Tabs

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1. To reduce unnecessary Tabs along the bottom, place your cursor anywhere directly on the Tabbed area and right click

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3. Leave boxes checked that you want displayed.

Shown are the tabs primarily used at PV.

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Primavera Web Detail Tabs

2. You can individually unselect each Tab, or the easiest is to select “Customize”

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1. The best use of the Detail tabs is to disconnect them and float them on your screen. To “float” a Tab select the “Float” icon.

Primavera Web Detail Tabs

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1. With the Tabs disconnected you can place them anywhere on your monitor or even move them to your second monitor.

Primavera Web Detail Tabs

Pred & Succ Tabs are disconnected

2. To reconnect select the “Restore” icon

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1. Detail tabs may have toolbars available. For Predecessors and Successors you can change which columns display.

Primavera Web Detail Tabs

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1. Following any changes make sure to “Save View” if you want the Detail Tab changes to be there the next time you open the View.

Primavera Web Detail Tabs

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