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    Setup P6

    Uploaded by

    Nasir Butt
    P6 Primavera

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Setup P6

    Uploaded by

    Nasir Butt
    29 views5 pages
    P6 Primavera

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

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    P6 Primavera

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    29 views5 pages

    Setup P6

    Uploaded by

    Nasir Butt
    P6 Primavera

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5

    New User Setup in Oracle

    Primavera P6 PPM Professional


    1 Introduction
    When a new user is created in P6 Professional many of the
    default setting are not ideal and the user should consider
    changing some of the following settings to make the
    software easier to use:
     User Preferences and
     Menu Settings
    This paper outlines the changes a newly created user
    should consider making to their User Preferences and
    menu settings to make P6 simpler to use.

    2 Menu Changes
    The following menu changes are recommended:

    1. Add the button to the Bottom Layout toolbar and then use the and buttons on
    the Bottom Layout toolbar to hide and display the bottom pane Projects Details form.

    2. To ensure you see the full menus each time


    you select menu then right click on a
    Toolbar and select Customize… to open
    the Customize form, select the Options tab
    and uncheck Menus show recently used
    command first, as per the picture:

    © 2021 Eastwood Harris Pty Ltd Page 1 of 5


    3. Move the blue arrow menu from the right hand side to the left hand side of the
    screen so it is closer to where you will use it to indent and outdent WBS Nodes
    and resources.

    3 User Preferences
    Open the User Preferences form by selecting Edit, User Preferences…
    1. Select the method you wish to display the date from the Dates tab and set your options
    as per below. People in the US would wish to use the Month, Day, Year option, but
    ensure you show the time in 24 hour format and do not select Show minutes:

    NOTE: It is strongly recommended that the time is always displayed as per the picture
    above so the user knows the time when Actual Start, Actual Finish and Constraints are
    applied because the software will often select 00:00, first minute of a day.

    © 2021 Eastwood Harris Pty Ltd Page 2 of 5


    2. Select the Time Units tab and set your options as shown below:

    3. In the Currency tab it is worth unchecking Show decimal digits to make the display of
    cashflow and cost columns narrower.
    4. Select the Assistance tab and uncheck both Wizards as shown below because these
    make it slower to add activities and resources:

    © 2021 Eastwood Harris Pty Ltd Page 3 of 5


    5. Select the Application tab and select the Application Startup Window as Projects.
    This will ensure the database opens at the Project Window each time you start up
    Primavera.

    6. Select the Startup Filters and check View all data (No Filter) as this will ensure that
    when you open a one of the windows you will see all the database data and not a blank
    screen.

    7. Close the User Preferences form.

    © 2021 Eastwood Harris Pty Ltd Page 4 of 5


    4 Other Comments
    There are other setting that may be tweaked such as turning on the Calculations, Dissolve
    Activities, Retain Lag option in later version of P6, but I have covered the main ones that I feel
    should be sorted out in this paper.

    Paul E Harris
    Director Eastwood Harris Pty Ltd
    8 December 2022

    © 2021 Eastwood Harris Pty Ltd Page 5 of 5

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