Table of Contents
- Title and Copyright Information
- Oracle Primavera Cloud Overview
- What's New
- About Consent Notices
- About Your Login Credentials
- Password Requirements
- Reset Your Password
- Product Accessibility
- Navigation Overview
- Get Started
- Apps Overview
- Working with Navigation
- Working with Search
- Working with Workspaces
- Working with Object Home Pages
- Working with Summary & Settings
- User Menu Overview
- Common Tasks
- Undo Changes in Primavera Cloud
- Switch a Company Instance in Primavera Cloud
- Mark a Favorite
- Customize a Detail Window
- Download a Table
- Run a Report
- Add a Discussion
- Print a Page to PDF
- Share a Page
- Fill Down Grid Columns
- Create a Hyperlink in a Grid
- Create a Hyperlink in a Configured Field
- Configure View Settings
- Views Overview
- Add a View
- Apply a View
- Configure a Column
- Configure a Saved Filter
- Apply a Saved Filter
- Configure and Apply Filtering
- Configure Grouping Options
- Configure the Schedule Variance Analysis Panel
- Configure Sorting Options
- Configure Gantt Bars on the Activities Page
- Configure Gantt Bars on the Task List Page
- Configure Gantt Chart Settings
- Configure Network Settings
- Configure Quick Filters
- Apply a Quick Filter
- Configure Task Counts
- Configure a Timescale
- Configure Spreadsheet Rows
- Customize Task Cards
- Configure Currency Settings
- Configure Formatting
- Configure Cell, Column, and Row Formatting
- Configure Plan By Options
- Navigating Using a Keyboard
- Using Touch-Screen Gestures in Primavera Cloud
- Access Other Smart Construction Platform Applications
- Assistive Technology
- Integrated Objects
- Inbox
- Notifications
- My Activities
- My Activities Overview
- Print a Page to PDF
- Set the Default My Activities Settings
- Filter Activities by Project, WBS, Status, and Time Frame
- Search for Activities
- Start an Activity
- Updating Activity Progress Overview
- Complete an Activity or Milestone
- Flag an Activity
- View a Related Activity
- Download a File
- Send an Email About an Activity
- Update a Resource Assignment for Other Resources
- Contact a Related Activity Resource
- View Overdue Activities in the Inbox
- News Feed
- Timesheets
- Preferences
- User Preferences Overview
- Add a Profile Picture
- Edit the User Details
- Configure Name and ID Display Format
- Configure the Number Format
- Configure the Currency Format
- Configure the Date Format
- Configure Activity Date Indicators
- Configure Time Units
- Configure the Assignment Settings Dialog Preference
- Reset Do Not Show Again Dialog Boxes
- Configure Save Views
- Enable Feature Previews
- Configure Searches
- Manage Services
- Manage Proxy Users
- Oracle Primavera Cloud Mobile
- Global Admin
- Global Admin Overview
- Application Administrators Overview
- License Usage
- User Usage
- Application Settings
- Application Settings Overview
- Configure a Company Logo for a Report
- Configure the Workspace Label
- Configure the Fiscal Year Setup Settings
- Configure the Global Search Settings
- Synchronize All Resource and Role Availability and Rates
- Configure the Time Periods Settings
- Configure Background Services Settings
- Configure Authentication Settings
- Configure Authentication Timeout Settings
- Privacy and Security
- Integrations
- Integration Overview
- Get Started With Integration
- Integrate P6 EPPM
- Add a P6 EPPM Connection
- Modify P6 EPPM Integration Advanced Settings
- Enable or Disable a P6 EPPM Business Flow
- Modify a P6 EPPM Business Flow
- Delete Cross-references for a P6 EPPM Connection
- P6 EPPM Default Business Flow Reference
- Global
- Project
- Create Project Header - Primavera Cloud to P6 Field Mappings
- Send Proposed Budget & Plan Dates from Primavera Cloud to P6 Field Mappings
- Send Approved Budget & Plan Dates from Primavera Cloud to P6 Field Mappings
- Send Primavera Cloud Project Data to P6 Field Mappings
- Send Primavera Cloud Project Data to P6 for Task Field Mappings
- Create Project Header - P6 to Primavera Cloud Field Mappings
- Send P6 Project Data to Primavera Cloud Field Mappings
- Send Planned Budget & Plan Dates from P6 to Primavera Cloud Field Mappings
- Send Project Actual Cost & Progress from P6 to Primavera Cloud Field Mappings
- Send P6 Project Data to Primavera Cloud for Schedule Field Mappings
- Send P6 Project Data to Primavera Cloud for Scope Field Mappings
- Send P6 Project Data to Primavera Cloud for Risks Field Mappings
- Send Primavera Cloud Project Data to P6 for Schedule Field Mappings
- Primavera Cloud Data Dictionary (Integration App)
- P6 EPPM Data Dictionary (Integration App)
- Integrate Gateway
- Integrate Microsoft Project
- Companies
- Users
- User Groups
- Permission Sets
- Permission Sets Overview
- Create a Permission Set in Global Admin
- Global Security Privileges Definitions
- Workspace Security Privileges Definitions
- Project Security Privileges Definitions
- Portfolio Security Privileges Definitions
- Program Security Privileges Definitions
- Custom Log Security Privileges Definitions
- File Security Privileges Definitions
- Ideas Security Privileges Definitions
- Report Security Privileges Definitions
- Set the Locale
- Main Object Configuration
- Projects
- Projects Overview
- Create a Project
- Import or Export a Project
- Move Project Overview
- Configure Project Details
- Assign a User or User Group Access to a Project
- Assign a Code to a Project
- Set the Data Date for a Project
- Add a File in a Files Detail Window
- Link a File to an Object
- Add a File to the File List
- Download a File
- Assign a Project Calendar
- Modify a Project Currency
- Add an Image to a Project
- Assign a Location to a Project
- Assign a Manager to a Project
- Set the Reporting Cycle for a Project
- Configure Schedule Settings for a Project
- Change the Status of a Project
- Set a Primary Program for a Project
- View the Construction Value
- Delete a Project
- Recalculate Project Measures On Demand
- View the P6 EPS for Projects Synchronized with P6 EPPM
- Print the Projects Page
- Portfolios
- Portfolios Overview
- Create a Portfolio
- Add a Portfolio
- Add a Project to a Portfolio
- Add a Program to a Portfolio
- Add a Portfolio to a Portfolio
- Set a Portfolio's Project and Program Lists to Refresh Automatically
- Assign a User or User Group Access to a Portfolio
- Assign User Roles to a Workspace, Portfolio, or Project
- Assign a Manager to a Portfolio
- Add a File to the File List
- Add a Dependency to a Project
- Add an Image to a Portfolio
- Set the Budget Planning Options for a Portfolio
- Update a Portfolio Measure Target and Actual Value Manually
- Programs
- Workspaces
- Workspaces Overview
- Working with Workspace Hierarchies
- Workspace Currency Overview
- Create a Workspace
- Best Practices for Initial Configuration of Workspace Security and User Groups
- Move Workspace Overview
- Import/Export Configuration
- Import/Export Configuration Data Overview
- Compare Workspace Import/Export and Workspace Copy
- Export All Configuration Data from Primavera Cloud
- Export Customized Configuration Data from Primavera Cloud
- Import Configuration Data to Primavera Cloud
- View the Import/Export Configuration Data Log
- Download the Import/Export Configuration Data Log
- Import/Export Configuration Data Overview
- Ideas
- Ideas Overview
- Get Started With Ideas
- Security Permissions for Ideas
- Idea Workflow Overview
- Default Idea Workflow Overview
- Built-in System Forms, Workflow Design, and Workflow Configuration for Ideas
- Custom Idea Workflow Overview
- Custom Idea Workflow: Example
- Configure Problem Statement Field
- Configure Project and Idea Field Mapping Settings
- Design a New Idea Review Form
- Design a Project Proposal Creation Form
- Design an Idea Workflow
- Add the Create Proposal from Idea Workflow
- Add the Complete Basic Information Task Step
- Add the Change Status to Owner Assigned Task Step
- Add the Idea Approval Decision Step
- Add the Change Status to Accepted Task Step
- Add the Create Project Proposal Task Step
- Add the Change Status to Rejected Task Step
- Validate and Publish the Workflow Design
- Configure the Idea Workflow
- Configure Idea Workflow Settings
- Custom Idea Workflow: Example
- Idea List
- Idea Home
- Comparing Workspaces, Portfolios, and Programs
- Projects
- Summary & Settings
- Working with Summary & Settings
- Shared Data Overview
- Workspace
- Details
- Dictionaries
- Analysis Views
- Baseline Categories
- Calendars
- CBS
- Codes
- Cost Categories
- Currencies
- Curve Profiles
- Custom Log Types
- Evaluation Categories
- Locations
- Measures
- Notebook Topics
- Reasons
- Reporting Cycles
- Risk Matrix Templates
- Risk Threshold Templates
- Rules of Credit
- Strategy Types
- Units of Measure
- Defaults & Options
- Common Object Settings
- Activity
- Activity Relationship
- Budget
- Budget Changes
- Budget Transfers
- Budget Details
- Changes (Deprecated)
- Change Estimates
- Change Order (Deprecated)
- Change Order Line Item (Deprecated)
- Commitment (Deprecated)
- Commitment Line Item (Deprecated)
- Company
- Contract (Deprecated)
- Contract Line Item (Deprecated)
- Custom Logs
- File
- Fund
- Idea
- Payment Application (Deprecated)
- PBS
- Portfolio
- Potential Change Order (Deprecated)
- Program
- Program Budget
- Program Budget Changes
- Program Budget Transfer
- Program Budget Details
- Program Cost Sheet
- Project
- Set the Default Calendar
- Set the Default My Activities Settings
- Configure Auto Numbering Defaults for a Project ID
- Configure Auto Numbering Defaults for a Scope Change Request
- Add a Project Field
- Add a Project Measure
- Set a Threshold for a Project Measure
- Configure Project Field Mappings
- Configure the Approve Project Proposal Workflow Action
- Set the Add Project Proposal Form
- Set the Details Page for Projects
- Configure Workspace-level Cash Flow Settings for Projects or Programs
- Project Actuals
- Project Actuals Line Items
- Project Cost Sheet
- Proposal
- Proposal Line Item
- Resource/Role
- Resource Assignment
- Risk
- Risk Response Action
- Scope Assignment
- Scope Item
- Strategy
- Stored Periods
- Submittal (Deprecated)
- Task
- Task Constraint
- WBS
- Work Package
- Workspace Cost Sheet
- News Feed
- User Groups
- Permissions
- Security
- Project
- Details
- Add an Image to a Project
- Change the Status of a Project
- Assign a Manager to a Project
- Assign a Project Calendar
- Set the Data Date for a Project
- Set the Reporting Cycle for a Project
- View the Construction Value
- Assign a Location to a Project
- Configure Schedule Settings for a Project
- Modify a Project Currency
- Settings
- Configure Activity Defaults for a Project
- Configure the Task Time Zone Setting
- Configure Task Summary Settings
- Configure Task Color at the Project-level
- Configure Calculation Settings for a Project
- Configure the Earned Value Baseline
- Configure My Activities Settings for a Project
- Configure the Auto Numbering Defaults for a Project
- Configure Payment Application Settings for Projects (Deprecated)
- Configure the Submittal Settings for a Project (Deprecated)
- Assign a Custom Workflow at the Project Level
- Set the Default Print Layout for a Workspace or Project (Deprecated)
- Assign a Custom Risk Form at the Project Level
- Configure Schedule Health Score Settings
- Assign a Timesheet Supervisor to a Project
- Link Timesheet Actual Hours and Assignment Actual Units
- Allow Resources to Assign Themselves to Activities
- Dictionaries
- News Feed
- Alerts
- Dependencies
- Custom Logs
- Details
- Portfolio
- Details
- Add a Project to a Portfolio
- Add a Program to a Portfolio
- Add a Portfolio to a Portfolio
- Set the Details Page for Portfolios
- Set a Portfolio's Project and Program Lists to Refresh Automatically
- Assign a Manager to a Portfolio
- Set the Budget Planning Options for a Portfolio
- Add an Image to a Portfolio
- Analysis Views
- Snapshots
- Thresholds
- Workflows
- Codes
- Security
- Details
- Program
- Idea
- Apps
- Cost and Funds App
- Cost and Funds Overview
- Summary Cost Sheet Overview
- Cost Sheet
- Fund Sources
- Working With the Fund Sources Page
- Add a Fund to a Workspace
- Add a Fund to a Portfolio
- Define a Portfolio Fund Allocation Rule
- Define a Workspace Fund Allocation Rule
- Assign a Portfolio Fund to a Project
- Allocate a Fund from a Workspace to a Project or Program
- Allocate a Fund from a Workspace to a Portfolio or Child Workspace
- Fund Sources Fields
- Cash Flow
- Configure Cash Flow Curve Sources
- Curve Profiles Overview
- Configure Cash Flow Rows
- Link Forecast And Actuals Values
- Create a Cost Template by Import
- Configure Calculate Financials Settings
- Configure Cash Flow Currency Settings
- Add Cost Data to a Project or Program on the Cash Flow Page Manually
- Working with the Cash Flow Page when Integrated with P6 EPPM
- Working with the Cash Flow Page when Integrated with Primavera Unifier
- Monitor a Project or Program
- Project Funds
- Program Funds
- Budget
- Budget Overview
- Create a Budget
- Select a Budget Source
- Complete a Budget Workflow Action
- Edit the Budget Source
- Add a Manual Budget
- View the Scope Based Budget
- Submit a Budget for Approval
- Approve or Reject a Budget
- Change Request Overview
- Transfer Request Overview
- Budget Changes
- Budget Transfers
- Budget Planning Fields
- Actuals
- Monitor a Project or Program
- Alerts and Thresholds Overview
- Custom Logs App
- Dashboards App
- Files App
- Files Overview
- Get Started with Files
- Security Permissions for Files
- Accessing Files
- File List
- Adding Files
- Add a Folder
- Cut and Paste a Folder or File
- Apply a Folder Template
- Preview a File
- Check Out a File
- Check In a File
- Download a File
- Assign a User or User Group Access to Folders and Files
- View a File Version
- Assign a Location to a File
- Annotating Files
- View a File Reference
- Assign a Code to a File
- Folder Templates
- Integration App
- Integration Overview
- Get Started With Integration
- Monitor
- Synchronize
- Monitor Service Status
- Default Business Flow Reference
- Microsoft Project Default Business Flow Reference
- P6 EPPM Default Business Flow Reference
- Global
- Project
- Create Project Header - P6 to Primavera Cloud Field Mappings
- Send Proposed Budget & Plan Dates from Primavera Cloud to P6 Field Mappings
- Send Approved Budget & Plan Dates from Primavera Cloud to P6 Field Mappings
- Send Primavera Cloud Project Data to P6 Field Mappings
- Send Primavera Cloud Project Data to P6 for Task Field Mappings
- Create Project Header - Primavera Cloud to P6 Field Mappings
- Send P6 Project Data to Primavera Cloud for Schedule Field Mappings
- Send Planned Budget & Plan Dates from P6 to Primavera Cloud Field Mappings
- Send Project Actual Cost & Progress from P6 to Primavera Cloud Field Mappings
- Send P6 Project Data to Primavera Cloud for Scope Field Mappings
- Send P6 Project Data to Primavera Cloud for Risks Field Mappings
- Send P6 Project Data to Primavera Cloud Field Mappings
- Send Primavera Cloud Project Data to P6 for Schedule Field Mappings
- Portfolio Management Apps
- Portfolios Overview
- Get Started With Portfolios
- Security Permissions for Portfolios
- Costs and Funds App
- Build a Portfolio Budget Plan
- Budget Planning
- Budget Planning Overview
- Configure Settings for a Portfolio Budget Plan
- Manage a Budget Planning Scenario
- Set the Target Budget for a Budget Planning Scenario
- Create Budget Scenario Data by Import
- Configure the Budget Planning Page
- Select Projects for a Budget Planning Scenario
- Budget Scenario Optimization Overview
- Link a Project's Proposed Budget with a Forecast or Planned Budget Value
- Directly Allocate a Proposed Budget and Dates for a Project Within Budget Plan Scenarios
- Assign a Portfolio Fund to a Project
- Portfolio Budget Plan Status Reference
- Budget Plan Approval Process Overview
- Send a Portfolio Budget Plan Scenario for Review
- Review a Portfolio Budget Plan Scenario Sent for Review
- Monitor a Portfolio Budget Plan Scenario Review
- Propose a Portfolio Budget Plan Scenario
- Review a Proposed Budget for a Project in a Shared Budget Plan Scenario
- Monitor Budget Negotiations for a Proposed Budget Plan Scenario
- Send a Portfolio Budget Plan Scenario for Approval
- Approve a Portfolio Budget Plan Scenario
- Update an Approved Portfolio Budget Plan
- Portfolio Budget Plan Scenario Status Reference
- Published Views
- Selection Analysis
- Selection Analysis Overview
- Add a Budget Plan Scenario on the Selection Analysis Page
- Set the Target Budget on the Selection Analysis Page
- Create Budget Scenario Data by Import on the Selection Analysis Page
- Configure the Selection Analysis Page
- Select Projects for a Budget Plan Scenario on the Selection Analysis Page
- Link a Project's Proposed Budget with a Forecast or Planned Budget Value on the Selection Analysis Page
- Directly Allocate a Proposed Budget and Dates for Projects Within Budget Plan Scenarios on the Selection Analysis Page
- Selection Analysis
- Scenario Comparison
- Fund Sources
- Dashboards App
- Files App
- Files Overview
- Access the File List Page
- Add a File to the File List
- Add a Folder
- Cut and Paste a Folder or File
- Apply a Folder Template
- Preview a File
- Check Out a File
- Check In a File
- Download a File
- Assign a User or User Group Access to Folders and Files
- View a File Version
- Assign a Location to a File
- Annotating Files
- Assign a Code to a File
- Portfolio Analysis App
- Resources App
- Build a Portfolio Resource Plan
- Resource Planning
- Resource Planning Overview
- Manage a Resource Planning Scenario
- Configure the Resource Planning Page
- Select Projects for a Resource Planning Scenario
- Resource Scenario Optimization Overview
- Resource Plan Approval Process Overview
- Send a Resource Plan Scenario for Review
- Review a Resource Plan Scenario Sent for Review
- Monitor a Resource Plan Scenario Review
- Propose a Resource Plan Scenario
- Review a Proposed Resource Plan Scenario
- Monitor Resource Plan Negotiations for a Proposed Resource Plan Scenario
- Send a Resource Plan Scenario for Approval
- Approve a Resource Plan Scenario
- Update an Approved Resource Plan
- Resource Plan Scenario Status Reference
- Resource Planning Fields
- Scenario Comparison
- Project Team App
- Related Items App
- Reports App
- Reports Overview
- Get Started with Reports
- Report List
- Report List Overview
- Report Editor
- Working with Report Editor Views
- Create a Report
- Add a Report
- Select Supporting Subject Areas for a Report
- Configure a Column for a Report
- Configure Data Sorting for a Report
- Configure a Filter for a Report
- Configure Data Grouping for a Report
- Configure the Historical Reporting Options
- Configure Currency Reporting Options
- Configure the Baseline Reporting Options
- Configure Time-Phased Reporting Options
- Configure a Report in the List View
- Create a Report Layout
- Assign a Code to a Report
- Run a Report
- View a Last Run Report
- Duplicate a Report
- Promote a Report
- Assign a User or User Group Access to a Report
- Report Scheduling Overview
- Deactivate or Reactivate a Report
- Export a Report or Print Layout to XML
- Update the Owning Workspace for a Report
- Print Layouts
- Print Layouts Overview
- Print Layout Editor
- Working with Print Layout Editor Views
- Create a Print Layout
- Add a Print Layout
- Select Supporting Subject Areas for a Print Layout
- Configure a Column for a Print Layout
- Configure Data Sorting for a Print Layout
- Configure a Filter for a Print Layout
- Configure Data Grouping for a Print Layout
- Configure the Historical Reporting Options for a Print Layout
- Configure Currency Reporting Options for a Print Layout
- Configure the Baseline Reporting Options for a Print Layout
- Configure a Print Layout in the List View
- Create a Report Layout
- Set the Default Print Layout for a Workspace or Project (Deprecated)
- Print a Print Layout
- Assign a User or User Group Access to a Print Layout
- Deactivate or Reactivate a Print Layout
- Export a Report or Print Layout to XML
- Designing Accessible Reports
- Resources App
- Resources Overview
- Resource List Overview
- Workspace Resource List
- Create a Workspace Resource
- Modify Workspace Resource Details
- Add Contact Information for a Workspace Resource
- Associate a User with a Workspace Resource
- Assign a Timesheet Approver to a Workspace Resource
- Assign a Unit of Measure to a Workspace Material Resource
- Assign a Calendar to a Workspace Resource
- Assign Work Availability and Rates to a Workspace Resource
- Assign a Code to a Workspace Resource
- Assign a Location to a Workspace Resource
- Associate a Workspace Resource with a Role
- Synchronize Resource Availability and Rates
- Undo Changes in Primavera Cloud
- Project Resource List
- Create a Project Resource
- Modify Project Resource Details
- Add Contact Information for a Project Resource
- Associate a User with a Project Resource
- Assign a Timesheet Approver to a Project Resource
- Assign a Unit of Measure to a Project Material Resource
- Assign a Calendar to a Project Resource
- Assign Work Availability and Rates to a Project Resource
- Assign a Code to a Project Resource
- Assign a Location to a Project Resource
- Associate a Project Resource with a Role
- Undo Changes in Primavera Cloud
- Understanding Resource Availability and Rates
- Workspace Resource List
- Role List Overview
- Workspace Role List
- Create a Workspace Role
- Modify Workspace Role Details
- Undo Changes in Primavera Cloud
- Project Role List
- Understanding Role Availability and Rates
- Workspace Role List
- Assignment List Overview
- Configure the Table from the List Page
- Use Find and Replace on the List Page
- Assign a Resource or Role to an Activity from the Assignment List
- Edit Resource and Role Spread Data in the Assignment List
- Download Resource and Role Spread Data from the Assignment List Page
- Configure FTE Settings for Resource and Role Usage on the Assignment List Page
- Workspace Assignment List
- Project Assignment List
- Analysis Overview
- Resource Demand
- Risk App
- Risk Overview
- Get Started with Risk
- Security Permissions for Risk
- Understanding the Risk Management Process
- Risk Register
- Risk Register Overview
- Create a Risk
- Modify Risk Details
- Apply Activity Uncertainty
- Assign a Manager to a Risk
- Assign a CBS Code and Cost Category to a Risk
- Add Risk Details
- Assign an Activity to a Risk
- Add a Risk Response Action
- Assign a Code to a Risk
- Add a File in a Files Detail Window
- Link a File to an Object
- Download a File
- Assign a Related Item to a Risk
- Assign a Location to a Risk
- Complete a Risk Workflow Action
- Risk Scoring Overview
- Weather Risk Overview
- Risk Factor Overview
- Response Actions
- Risk Analysis
- Risk Iteration Analysis
- Risk Management Integration with P6 EPPM
- Schedule App
- Get Started with Schedule
- Security Permissions for Schedule
- Activities
- Activities Overview
- Working With the Activities Page
- Configure the Table from the List Page
- Use Find and Replace on the List Page
- Filter Activities by Configured Fields and Codes
- Auto Reorganize Activities
- View the Activities Grid
- View the Activities Gantt Chart
- Apply Ordinal Dates to Gantt Charts on the Activities Page
- View the Progress Spotlight
- View the Activity Network
- Undo Changes in Primavera Cloud
- Using Touch-Screen Gestures in Primavera Cloud
- Create an Activity
- Modify Activity Details
- Assign an Owner to an Activity
- Assign an Activity to a WBS
- Assign a Calendar to an Activity
- Assign an Activity Type to an Activity
- Assign a Duration Type to an Activity
- Assign a Percent Complete Type to Activity
- Enter Activity Status Information
- Enter Activity Duration Information
- Enter Activity Units
- Enter Activity Costs
- Add a Constraint to an Activity
- Assign a Role to an Activity
- Staff a Role Assignment
- Assign a Resource to an Activity
- Replace a Resource Assigned to an Activity
- Configure Assignment Calculation Options
- Assign a Curve to a Resource or a Role Assignment
- Add a File in a Files Detail Window
- Link a File to an Object
- Add a Relationship to an Activity
- View Relationships Using Trace Logic
- Assign a Risk to an Activity
- Apply Activity Uncertainty
- Add a Task to an Activity
- Assign a Code to a Task
- Associating Activities with Scope Assignments and Work Packages for Scope Management Overview
- Assign a Code to an Activity
- Modify Activity Details in the Gantt Chart
- Renumber Activity IDs
- Dissolve an Activity
- Delete an Activity
- Manage WBS on the Activities Page
- Activities Page Tools
- Activity Usage Overview
- Baselines Overview
- Earned Value Overview
- Global Change Overview
- Leveling Overview
- Notebook Topics
- Program Milestones Overview
- Recalculate Costs Overview
- Resource and Role Usage Overview
- Configure Resource and Role Usage Settings
- Configure FTE Settings for Resource and Role Usage on the Activities Page
- View the Resource and Role Histograms and Spreadsheets
- Display Cumulative Usage in an S-curve
- Download Resource and Role Spread Data from the Activities Page
- Print Activity Usage, Role Usage, or Resource Usage Histogram
- Resource-Loaded Scheduling Overview
- Schedule Health Score Overview
- Schedule Scenarios Overview
- Scheduling Overview
- Store Period Performance Overview
- Activities Fields
- WBS
- Project Assignment List
- Schedule Comparison
- Schedule Comparison Overview
- Working with the Schedule Comparison Page
- Understanding Change Types in the Schedule Comparison Activity Table
- Compare Two Versions of a Project Schedule
- Merge Two Versions of a Project Schedule
- Merge Log
- Access a Merge Backup
- Download the Activities List from the Schedule Comparison Page
- Export the Schedule Comparison Page
- Baselines
- Milestone Summary
- Scope App
- Scope Overview
- Get Started with Scope
- Security Permissions for Scope
- Scope Items
- Work Packages
- Work Packages Overview
- Create a Work Package
- Add a Work Package
- Assign a Manager to a Work Package
- Set the Progress Measure for a Work Package
- Set the Percent Complete Weight Method for a Work Package
- Set the Activity Percent Complete Weight Method for a Work Package
- Add a File in a Files Detail Window
- Download an Import Template for Work Packages and Scope Assignments
- Import Work Packages and Scope Assignments
- Work Packages Fields
- Update the Work Package Progress
- Scope Assignments
- Assign a Scope Item to a Work Package
- Assign a Manager to a Scope Assignment
- Time Phase
- Scope Assignments Fields
- Update the Work Package Progress
- PBS
- WBS
- Baselines
- Scope Change Request Overview
- Period Closeout
- Associating Activities with Scope Assignments and Work Packages for Scope Management Overview
- Perform Scope Management When Connected with P6 EPPM using Primavera Gateway
- Strategic Alignment App
- Strategic Alignment Overview
- Strategy Types Overview
- Strategy List
- Strategy Scorecard
- Project or Program Strategy List
- Evaluation
- Evaluation Categories Overview
- Evaluation Matrix Overview
- Add an Evaluation Matrix
- Enable or Disable an Evaluation Matrix Subcategory
- Update the Owning Workspace of an Evaluation Matrix Subcategory
- Rank a Project, Program, or Idea Against Evaluation Categories
- Review Evaluation Scores for a Project, Program, or Idea
- Create a Snapshot of an Evaluation Score
- Tasks App
- Tasks Overview
- Understanding Tasks App Concepts
- Get Started with Tasks
- Security Permissions for Tasks
- Work Plan
- Working with the Work Plan Page
- Create a Task on the Work Plan Page
- Manage Tasks on the Work Plan Page
- Add a Hand-off on the Work Plan Page
- Move a Task on the Work Plan Page
- Modify Task Details on the Work Plan Page
- Propose and Accept a Task Due Date on the Work Plan Page
- Manage Task Constraints on the Work Plan Page
- Commit to a Task on the Work Plan Page
- Recommit to a Task on the Work Plan Page
- Complete a Task on the Work Plan Page
- Task Plan Overview
- Customize Task Cards
- Customize the Work Plan Display
- Configure and Apply Tasks Quick Filters
- View Activity Details in the Tasks App
- Set Task Notification Preferences
- Search the Work Plan Page
- Print the Planning Board
- Hand-offs
- Working with the Hand-offs Page
- Add a Task or Task Milestone on the Hand-offs Page
- Add a Hand-off on the Hand-offs Page
- Propose and Accept a Task Due Date on the Hand-offs Page
- Assign a Constraint to a Task on the Hand-offs Page
- Commit to a Task on the Hand-offs Page
- Recommit to a Task on the Hand-offs Page
- Complete a Task on the Hand-offs Page
- Configure and Apply Tasks Quick Filters
- Customize Task Cards
- View Activity Details in the Tasks App
- Set Task Notification Preferences
- Configure Plan By Options
- Search the Hand-offs Page
- Task List
- Create a Task on the Task List Page
- Modify Tasks on the Task List Page
- Assign a User to a Task on the Task List Page
- Add Duration to a Task on the Task List Page
- Add a Due Date to a Task on the Task List Page
- Propose and Accept a Task Due Date on the Task List Page
- Add a Hand-off on the Task List Page
- Assign a Task to an Activity or Modify an Activity on the Task List Page
- Assign a WBS to a Task or Modify a WBS on the Task List Page
- Modify Tasks in the Task List Gantt Chart
- Assign a Constraint to a Task on the Task List Page
- Commit to a Task on the Task List Page
- Working with Task Files
- Assign a Code to a Task
- Recommit to a Task on the Task List Page
- Complete a Task on the Task List Page
- Configure and Apply Tasks Quick Filters
- View Activity Details in the Tasks App
- Set Task Notification Preferences
- Configure the Task List Page Table
- Task List Fields
- Constraints
- Add a Task Constraint on the Constraints Page
- Assign a Task to a Constraint on the Constraints Page
- Add Constraint Notes
- Deliver a Constraint
- Add a File in a Files Detail Window
- Link a File to an Object
- Link a Constraint to an Aconex Package
- Configure and Apply Tasks Quick Filters
- Configure the Constraints Page Table
- Analysis
- Task Summary Overview
- Task Icon Reference
- Using Touch-Screen Gestures in Primavera Cloud
- Workflows and Forms App
- Workflows and Forms Overview
- Get Started with Workflows and Forms
- Search for a Workflow Design, Workflow Configuration, or Form
- Security Permissions for Workflows and Forms
- Monitor Workflows
- Start Workflow
- Workflow Design
- Workflow Design Overview
- Working With the Workflow Design Editor
- Workflow Design Editor
- Create a Workflow Design
- Add a New Workflow Design
- Add a Task Step
- Add a Manual Decision Step
- Add an Automatic Decision Step
- Delete a Workflow Step or a Connector Line
- Validate a Workflow Design
- Publish a Workflow Design
- Edit a Workflow Design
- Create a Workflow Design
- Duplicate a Workflow Design
- Delete a Workflow Design
- Update an Owning Workspace for a Workflow Design
- Assign a Workflow Design from a Parent Workspace
- Form Design
- Forms Overview
- Security Permissions for Workflows and Forms
- Selecting Forms for Availability on the Forms List Page
- Form Editor
- Working With the Form Editor
- Create a Form
- Add a Form
- Add Form Elements to a Form
- Delete a Form Element
- Validate a Form
- Publish a Form
- Edit a Form
- Duplicate a Form
- Delete a Form
- Update the Owning Workspace of a Form
- Assign a Form from a Parent Workspace
- Recover System Forms in the Root Workspace
- Workflow Configuration
- Workflow Configuration Overview
- Working With the Workflow Configuration Wizard
- Create a Workflow Configuration
- Edit a Workflow Configuration
- Duplicate a Workflow Configuration
- Delete a Workflow Configuration
- Update the Owning Workspace of a Workflow Configuration
- Assign a Workflow Configuration from a Parent Workspace
- Set a Workflow to Start When a Project Alert is Initiated or a Portfolio Threshold is Reached
- Viewing and Completing Workflow Tasks
- Custom Workflow Assignments
- Custom Form Assignments
- Creating a Project Proposal Approval Workflow: Example
- Identifying and Understanding the Business Process
- Create a Workflow Design
- Adding the Workflow Design and Setting its General Properties
- Adding the Collect Proposal Data Task Step
- Adding the Evaluate Risk Level Automatic Decision Step
- Adding the Approve Proposal Task Step
- Adding the Collect More Information Task Step
- Defining the Paths from the Evaluate Risk Level Automatic Decision Step
- Adding the Final Review Manual Decision Step
- Adding the Reject Proposal Task Step
- Defining the Paths from the Final Review Manual Decision Task Step
- Validating and Publishing the Workflow Design
- Create the Required Forms
- Create the Workflow Configuration
- Adding the Workflow Configuration and Adjusting Settings for the Entire Workflow
- Configuring the Collect Proposal Data Step
- Configuring the Evaluate Risk Level Automatic Decision Step
- Configuring the Approve Proposal Step
- Configuring the Collect More Information Step
- Configuring the Final Review Step
- Configuring the Reject Proposal Step
- Validating and Publishing the Workflow Configuration
- Set the Workflow as the Default Project Proposal Workflow
- Run the Workflow Against a Sample Project Proposal
- Cost and Funds App
- Data Dictionary
- Deprecated
- Contracts and Commitments App (Deprecated)
- Contracts and Commitments Overview
- Contracts
- Commitments
- Changes
- Potential Change Orders
- Change Orders
- Payment Applications
- Payment Application Details
- Payment Applications Overview
- Add a Payment Application
- Add a File to a Payment Application
- Submit a Payment Application for Approval
- Approve or Reject a Payment Application
- Adjust the Default Retainage Percentage for Payment Applications
- Adjust the Default Period To Value for Payment Applications
- Payment Application Log Fields
- Configure Payment Application Settings for Projects (Deprecated)
- Submittals App (Deprecated)
- Submittals Overview
- Submittals
- Submittals Overview
- Working With the Submittals Page
- Set up Primavera Cloud to Manage Submittals
- The Default Submittal Workflow
- Add a Submittal Item
- Assign a Submittal Item
- Add a Submittal File
- Submit a Submittal
- Review a Submittal
- Resubmit a Submittal
- Approve a Submittal
- Reject a Submittal
- Configure the Submittal Settings for a Project (Deprecated)
- Create a Submittal by Import
- Contracts and Commitments App (Deprecated)