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P6 Team Member User`s Guide - L&T Hydrocarbon Enterprise

1. Progress panel Use this area to communicate dates and time worked The fields available in your view are set by your project manager 5 Progress indicator Provides a visual representation of your progress on the task The indicators are color coded to allow you to view your progress at a glance gt Green The finish date for the task has not been reached gt Red The finish date for the task has been reached and the task is now overdue Discussion Launches a dialog box where you can communicate with your project manager or another team member assigned to the same task regarding the selected task Anumber on the Discussion icon indicates the number of unread messages E E mail Launches an e mail in your e mail application providing task details from the tasks pane Use this to send your project manager or another team member an e mail Star Task Select the star to indicate that this task is important to you For example you can star all your high priority tasks Or you can star all tasks you are currently working on to make it easier to view your current workload Note The star is not available if you are assigned to tasks through a Team Member work distribution filter Y Complete Task Select the check mark when you have finished work on the task 43 P6 Team Member User s Guide Item Description Documents Opens a dialog box listing all documents that are associated
2. 9 days 5 hours 0 days 6 hours 1 ay Item Description Viewing Tasks After viewing a list of tasks selected on the Home page focus on a specific task and tap it to view its details The app displays the WBS and project name in addition to the name of the task It also displays the Start By Started and Finish By fields Your project manager uses P6 to customize additional fields available for you to view and update In this example the fields available for you to update are Time Spent and Time Left Updating Tasks You can edit a task to reflect updates to its status over time For example update the Time Spent You can also change the remaining Time Left as well as indicate a task is complete or mark special tasks with a Y Star to track them separately Note If the project is locked you can view the task however you will have to wait until the project lock is released to provide status on the task Sending E mail About Tasks You can send your comments about a particular task to one or more recipients via e mail Reviewing and Posting Comments about a Task You can post comments and review feedback about your task using the Discussion feature 21 P6 Team Member User s Guide Item Description Sending Photos About Tasks You can also attach a task related photograph from your iPhone to your e mail message Viewing Your Tasks You can view a summary showing the
3. Start Start By Key Milestones Requirements Approved y 3 Development Phase Develop System 1 Time Left alwle r T y lulilo a s o F lalu sikii a zixicivlejn ui 7123 space return evelopment Phase Deve se Develop System ee Oe Table of Details for the Discussion Feature Item Description The Discussion icon displays on the Tasks page when you have unread comments 31 P6 Team Member User s Guide Item Description From the Task Details page tap Discussion to launch the Discussion popover Review messages posted by your project manager or other team members assigned to the same task Tap the Compose button to post a message 9090 Post a question answer or general information about the task for your project manager or other team members assigned to the task to view Viewing and Posting Messages You can have a conversation about a task with your project manager using the Discussion feature The conversation is saved with the task and is available for future reference To send a message to your project manager 1 On the Home page tap Active Due Overdue Starred or Completed 2 On the Tasks page tap a task with unread comments or a task you want to post a comment to 3 On the Task Details page tap Discussion 4 In the Discussion popover review messages and tap the Compose icon to write a message 5 On
4. Time Spent Od Time Left 19d 4hr Table of Key P6 Team Member for iPhone App Elements Item Description Navigation Bar Each page s navigation bar will automatically include the appropriate controls to help you manage the tasks on a given page or switch to another page For example after viewing a task s details tap Cancel to go back to the list of Active tasks Main Viewing Area In this example the name of the task appears in the top cell with its details appearing in the cells below it All content including tables or lists of tasks and date time selection controls appears in this main viewing area The Toolbar Located at the bottom of certain pages toolbars contain controls that enable you to perform specific features In the example image the toolbar presents controls for sending e mail reviewing and responding to Discussion comments and attaching a photo to an e mail Using the P6 Team Member for iPhone App As you tap your way through the app each successive page presents more detailed information For example from the Home page tapping Active will show a list of your active assigned tasks From that list tapping a task will open its details where you can continue to record status updates before navigating back to the list of tasks or Home page Carrier gt 10 12 AM Cancel S Implementation Phase Im lement S stem Active Implement System p y WBS Implementation Phase Due 5
5. You can enter the complete to show progress and mark as complete when you finish a step View the codes and UDFs associated with a task for additional information about the task Update codes and UDFs if your project manager requires you to provide status using these fields View predecessor and successor tasks and send task owners e mail Communicate with the project manager or other team members through e mail Communicate with the project manager about a task by posting messages in the Discussion dialog box All messages are saved with the selected task View additional task details available in notebook topics View documents that are relevant to your task 37 P6 Team Member User s Guide Step me through Viewing NOSKS seniii a a aen eeu aaide 45 Stating TASKS iieii a e a aeaa 46 Communicating with My Project MANAgET sssssssssssessssresssseressseeesssereesssseesssseese 53 Adding Steps scienee e a a a e aeea 64 Viewing Notebook TOPICS msrursre REE ERER 56 Viewing DOCUMENTS sssini iiae ir aang ia E EEE E 58 Viewing Predecessor or SUCCessor TASKS sesessesssesssesessseessresseesseessreesseresseesseessee 61 Viewing and Updating Codes and UDFS satiascetsienccsistiasmonurecapncenaaprecummoanaicemeotes 67 Learn more about Working WIN TASKS emisis nee a E EE AREA R E REEE 42 Working Willy DISCUSSIONS sssrini REE E E RERE 52 Working With NOTEBOOKS siirre REE EE EEEE 55 Working with DOCUMENTS sic nasncursssineteaneissa
6. b A field will be selectable if you have privileges to make updates to the code or UDF Select a field and use the controls for the field to make an update 3 Select Save Citrl Alt Enter if you made changes to a field Tips gt The range for integers is 2 147 483 647 to 2 147 483 647 gt The range for numbers is 1 000 000 000 000 00 to 1 000 000 000 000 00 Step me through Working WIIN WAS Saco sx sttnivnsleestopsicosiaedatei bused selunnudieSinioeyainiscupetnataaiente posievsncta EE ai 42 Learn more about Working with Codes and UES x caccivedateamesidieslaisercidoumssaeotlsanaenisbignivbenrsacamayanentoestinn 66 Preferences You can customize your view to display dates and work units in a format that you prefer You can also change your password Step me through Configuring My Date Time and Unit View Preferences sessseseseseesesesresressee 68 Changing My Password a ycicoscnscuccivicdieaterinsinc panned aindobalpaseiboratsatnlnid nepkantelnpawinideenteconsiutenloude 68 67 P6 Team Member User s Guide You can choose how to format dates time and units that display in the application To configure your view preferences 1 Select Preferences Citrl Alt P 2 In the Preferences dialog box select Date and Time 3 In the Date and Time pane a In the Date Format list choose a format to display the day month and year To display hours along with the dates select Display Time In the Time
7. the private network where the P6 server resides Diverse project teams may also exist with some members updating their tasks using P6 and others using e mail Note If you are a timesheet user you can request a list of your tasks through e mail however you can only update your tasks using P6 Progress Reporter In order to support the updating of assignment status by e mail you will need to verify the following requirements have been met To support e mail updates for your team at your organization 1 Verify with your administrator that support for e mail task updates has been deployed with your P6 application server 2 Verify that the following items exist in P6 a You have a valid user account in P Note With a valid user account you can be assigned to activities as a resource assignment if your user account is associated with a labor resource as an activity owner or if you are assigned a Team Member work distribution filter b Your user account is configured with at least one module access option c Your user account must specify your own unique e mail address 10 Getting Started d You have one or more activity assignments tasks for at least one active project The e mail will show tasks that have not yet started active tasks in progress and tasks you completed in the last 180 days Note OBS access to a project is not required in order for you to make status updates on your assigned tasks unless you are as
8. Format list choose to view either a 12 or 24 hour format In the Unit and Duration Format list choose a format to view and enter work units Select Save Ctrl Alt Enter eo Oo Step me through Changing My Password c cccedacecansasesaacanseavadanonstitedaancaiqustex Guns braeeieasbasatesaniaiaemaencen 68 You can reset your password at any time The password setting is hidden if your company is running enterprise authentication To change your password 1 Select Preferences Cirl Alt P 2 In the Preferences dialog box select Password 3 In the Password pane a In the Old Password field enter your current password b In the New Password field enter a new password Notes W When the Password Policy is enabled the password must be between 8 and 20 characters and contain at least one number and one letter The policy is enabled by default When the Password Policy is disabled the password must be between 1 and 20 characters The application does not allow blank passwords c In the Confirm Password field enter the new password again for verification d Select Save Ctrl Alt Enter 68 Using P6 Team Member Web Step me through Configuring My Date Time and Unit View PretereniCes cacsscisscsccasscssieesnanssaanieres 68 69 Using E mail Statusing Service In This Section About E mail Statusing SEIVICS pti acclvssaciastcascideacajecind nbtecndasbbeedseiedaneledoensianee 7
9. Tap Home when you are finished You can view the tasks you marked with a star The task list is automatically sorted by the Finish By field To view starred tasks 1 On the Home page tap Starred 23 P6 Team Member User s Guide 2 Tap a task to view its details and then tap Cancel to return to the list 3 Tap Home when you are finished Tips gt No one else will see which tasks you marked with a star gt The starring feature is not available to users assigned Team Member work distribution filters Viewing Completed Tasks You can view the tasks you completed in the last 30 calendar days The task list is automatically sorted by the Finished date field To view completed tasks 1 On the Home page tap Completed 2 To view tasks you completed Today This Week or Last Week tap the option on the time frame bar 3 Tap a task to view its details and then tap Cancel to return to the list 4 Tap Home when you are finished Viewing Tasks by Project When viewing tasks you have the option of arranging them as a flat list or grouped by project The task list is automatically sorted by the Finish By or Finished date field when arranged as a flat list or grouped by project To view tasks by project 1 On the Home page tap Active Due Overdue Starred or Completed 2 On the Tasks page tap Grouped Note Tap Grouped again to arrange the list of tasks back into a flat list Starting Tasks After
10. Use this area to view your assigned tasks When you select a task in the task pane all panels on the right which include the progress panel Steps panel and Codes and UDFs panel display information for the task Use the progress panel to update your tasks to show progress ORACLE P6 Team Member Welcome Vanessa Lafferty Preferences Help Logout Projects All projects Y Status Active v Time frame All Go Displaying 27 tasks gt 1T1080 Implement System Develop System Project ACH Integration Project Started Sep 11 2012 WBS Implementation Phase Finish By Dec 18 2012 Start By Documents Related Tasks Finish By 1T1060 Develop System Time Spent Project Katalyst Virtualization Started Feb 11 2013 Time Left WBS Development Phase Finish By Apr 22 2013 Documents Notebooks Related Tasks Requirements Approved ERP Legacy Merge Start By Apr 24 2013 Key Milestones Finish By Codes and UDFs Develop System Zenith Continuity Program Start By Mar 27 2013 Development Phase Finish By May 20 2013 Documents Related Tasks 1T1060 Develop System Project Katalyst Virtualization Start By Feb 11 2013 WBS Development Phase Finish By Aug 21 2013 Documents Notebooks Related Tasks 7 1 Edited Task Cancel Save Table of Screen Highlights Item Description Use one or more of the filtering options to disolay only the tasks that you want to see in y
11. about Working With DISCUSSIONS sirene sted E RE E EERE R E 52 51 P6 Team Member User s Guide Working with Discussions Use the Discussion dialog box to communicate with your project manager about a task If more than one team member is assigned to the same task all messages are captured in the same dialog box for that task Discussion Sort Newestto Oldest v Owen McGuire That s fine Let me know if the work will take longer than 3 days Less than 1 minute ago Roy Li have 4 days scheduled for the remaining work but think can finish the work in 3 days 2 minutes ago Owen McGuire Roy Looks like you are behind schedule When do you think you will complete this task 29 minutes ago will let you know Thanks Table of Screen Highlights Item Description Filter your view options Choose to show All messages or Sent or Received messages Sort by the most recent postings or earlier postings Review all messages posted by you your project manager or another team member assigned to the same task depending on your filter settings Bold text indicates the message is new since the last time the dialog box was opened Post a question answer or general information about the task for your project manager or other team members assigned to the task to view 52 Using P6 Team Member Web Step me through Communicating with My Project MONOGEN 2 s cis6s
12. combination to enable you to refine your list and status your tasks more efficiently To modify your task view 1 View tasks for a select group of projects by selecting the Projects list and choosing one or more projects Once you make your selection select another area of the application to close the list or press Esc 2 Set your filtering preferences by selecting one of the following options in the Status list Active Displays all tasks that are currently assigned to you and are not marked complete Due Displays all the tasks that you are scheduled to complete today Overdue Displays all active tasks where the current date is past the due date Completed Displays all tasks that were marked complete and the Finished date is within the last 30 days Starred Displays all active tasks that you starred Starred tasks signify importance For example you can star all your high priority tasks Or you can star all tasks you are currently working on to make it easier to view your current workload 45 P6 Team Member User s Guide 3 Select a Time frame option to customize the list to a specified period of time For example if you select All projects where the Status equals Due and the Time frame is This Week then you will see the tasks for all your projects that are due this week Note You cannot choose a Time frame when the Status option is Overdue or Starred 4 Enter search criteria in the Filter field to locate a task or gro
13. date you actually completed the task Remaining Duration The remaining duration is the period of time required to complete the task based on your current work schedule and additional project commitments For example if you work a 6 hour shift and are assigned an 8 hour task the remaining duration is 2 days since the 8 hour task cannot be completed in one 6 hour shift Start By The date you are scheduled to begin the task Started The date you actually began work on the task Time Spent Labor The actual amount of time spent working on the task Time Spent Nonlabor The number of nonlabor units used for the task 13 P6 Team Member User s Guide Time Left Labor The total working time left to complete the task Time Left Nonlabor The total nonlabor units required to complete the task 14 Using the P6 Team Member for iPhone App In This Section Working with the P6 Team Member for iPhone App ceescecssscesssseeesseeeesseeeesseees 15 Starting the P6 Team Member for iPhone App for the First TimME ccecceeeees 17 Starting the P6 Team Member for iPhone ADP p 2sccsssscesssrcesseecesseecssseceseees 18 Working with Tasks in the P6 Team Member for iPhone ADpp ceecessceesseeesteees 19 VIEWING VOUr TASKS rerien na A ETAR EO A TE 22 STAMAIG SK S a AE T E AE EEA 24 Updatng and Completing TASKS reris iena EEEE 25 Working IIIs OG ae onsen carat noe aainataaecie sna anautspataunsandssuneedaeaease
14. ia tlenGia nie sian r r aa 45 STAMINA TASKS einne enan a a a ae aae ia 46 Updating TASKS eiieeii a EEE entree Ee a Ea r riiai 48 Sending E Mail About a TASK sessssssesssssesessseeesssssessssseessssresssseressseesssssseesssseesssset 49 StAmNG TASKS pk scesunsereesatsaasesmanapadodeunsnanesuantesenseansucalgpadoleceasquladensabcecaansvaadenadeledaenanasi s 50 C mpleting TASKS E AEE E R EA 50 Communicating with My Project MANAgET ssssssssesssssssesssseresssereessereesseseessssress 53 Viewing NOTEBOOK TONGS wecccatecescecckchvcateepncsdiceoonctiadpeocteacsaucieanmdencecpeteeaicucaaunees 56 Viewing DOGUI IS INS eeir a a A E E EE E 58 Viewing Predecessor or Successor TOSKS siasscnisisancacecnadsuaneasadsnccdasssbocsanantonsabasaniuncds 61 Learn more about Working With DISCUSSIONS adeasiasspntsuccessnsascanetoxtaaeptoasagnrdeatdas maancemmeoeeaianiecegiensasamecnes 52 Working with NOteboOOkS sessssesessssseesssseesssserssssersssseseesssstessssresssseessssereesseseessssress 55 Working with ECTS Sc zh sahara cussnpieapscanusandanctadnssladtausiaaiaatedaketapeinatatanbadliesiacteansianas 57 Working with Related HOShS visacasnsnnpuaspacuncenacxspictnesiabegusaateunneiinattaeinaicieesdneaiemnpaaaeneauns 59 Viewing Tasks The application automatically displays all active tasks assigned to you by your project manager The tasks are ordered by the earliest Finish By date There are filtering and project selection options that can be used in
15. list of the main goals to strive for when working on the task The Constraints notebook topic could include information on obstacles or roadblocks that you need to be aware of as you progress through your task Step me through VIEWING Notebook TODICS a scctisasapincbisancanacaabiadadibacisasaasiedhidadesteenaaealonsiadiapiabaadaenanes 56 Learn more about Working with NOtebOOKS tsaesnacanusis puteapscuncabaea nica pasantaaerandecspsasncieadanbienpantianmabaeaneutuas 55 54 Using P6 Team Member Web Working with Notebooks Use the Notebooks dialog box to view additional information relevant to your task Notebooks Topic Description Changes Execute the test cases described in the test plan and report defects Constraints to development team Objectives Table of Screen Highlights Item Description Topic Information your project manager shares that is relevant to the task is divided into separate notebook topics Select a topic name to view the notes for the topic Description The description area includes all the notes for the selected notebook topic These notes can include text links and pictures To launch a link right click on the link and open it from the shortcut menu Step me through VIEWING Notebook TORICS sdyaccisianstcactvavenacnnsd teen neseaieanrsadousinacetadumenttecmmnanenrecteanens 56 Learn more about Working with NCISHS arcs cosiscs cetdoneansea ey a
16. month Starting Today Tasks that are scheduled to start today Starting Tomorrow Tasks that are scheduled to start tomorrow Project Options Requests by status can optionally be filtered based on an active project name or project ID on Project lt Project ID or Name gt Restricts the results of the requested status and optional time frame filter to the tasks that belong to the specified active project If no project is specified all active projects for which you have access rights will be included Examples Overdue on project MFGO00925 Due in next 5 days on project Plant Expansion and Modernization 76 Using E mail Statusing Service Fields Available for Task Status Updates Note If you are a timesheet user you can request a list of your tasks through e mail however you can only update your tasks using P6 Progress Reporter The fields available in the e mail are assigned by the project manager in P6 Also in P6 team members are assigned as either a resource assignment an activity owner or a user with a Team Member work distribution filter Project managers should let team members know what fields are assigned to them and whether they are a resource assignment an activity owner or a user with a Team Member work distribution filter because some of the status fields depend on their role The updates you can make to the fields that are returned depend on the task status Not Started In Progress or Completed U
17. of days weeks or months Example Active in next 3 weeks Active Today Tasks that are in progress or are scheduled to start on or before today s date Active Tomorrow Tasks that are in progress or are scheduled to start on or before tomorrow s date Due in next lt number gt lt units of time gt Tasks that should be completed in the next number of days weeks or months Example Due in next 5 days Due Today Tasks scheduled to finish today Due Tomorrow Tasks that are scheduled to finish tomorrow 75 P6 Team Member User s Guide Completed in last lt number gt lt units of time gt Tasks that were completed in the last number of days weeks or months Example Completed in last 3 days Notes There is a 180 day limit to viewing completed tasks Any completed task with a Finished Date more than 180 days in the past will not be returned If the completed task was updated with a Finished Date within the past 180 days and the last approved Finished Date is more than 180 days in the past the task will not be sent to you regardless of the updated Finished Date This only applies if Team Member status updates require approval Completed Today Tasks where the finished date is today s date Completed Yesterday Tasks where the finished date is yesterday s date Starting in next lt number gt lt units of time gt Tasks that are scheduled to start in the next number of days weeks month Example Starting in next 1
18. task list would appear in the e mail subject line as lt Status gt lt Time Frame optional gt lt Project optional gt Note If you need assistance with the options syntax or required formatting of these messages send an e mail message with only the word Help or a in the subject line to receive more detailed instructions In addition if your status request message is ever invalid you will be notified by e mail For project managers a valid request to send a notification e mail to team members would appear in the subject line as Notify lt Status gt lt Time Frame optional gt lt Project optional gt 74 Using E mail Statusing Service Status Options Active Tasks that are in progress or have not started Due Tasks scheduled to finish today Overdue Tasks that were scheduled to finish prior to today Completed Tasks where the finished date is today s date Starting Tasks that are scheduled to start today Starred Tasks team members marked as important This filter can only be combined with a Project ID or Project Name filter The starring feature is not available to users assigned Team Member work distribution filters Time Frame Options Requests by status can optionally be filtered based on a specified number of days weeks or months or by specifying today tomorrow or yesterday Active in next lt number gt lt units of time gt Tasks that are in progress or scheduled to start in the next number
19. the New Comment page type a message and tap Save 6 Tap outside of the Discussion popover to close the popover Tips gt If there are other team members assigned to the task you will also see their conversations in the Discussion popover gt Your project manager uses P6 to view and respond to messages you post gt Anyone who has access to the task in P6 can view the conversations Starring Tasks You can mark a task with a star to designate it as an important or favorite assignment and track it in a separate list with other starred tasks You cannot star a completed task or a task that is in a locked project To star a task 1 On the Home page tap Active Due or Overdue 32 Using the P6 Team Member for iPhone App 2 On the Tasks page tap the task you want to star 3 On the Task Details page a Tap Star The icon s white color will change to gold F star b Tap Save to return to the list of tasks 4 Tap Home when you are finished Tips gt You can perform the reverse operation to unstar a task On the Home page tap Starred and tap a task Then tap the Star icon to change it back to Star gt You cannot star a completed task gt No one else will see which tasks you marked with a star gt The starring feature is not available to users assigned Team Member work distribution filters Sending E Mail About a Task You can send e mail about a task and attach an optional photo to one or more recipien
20. the settings configured by your project manager you may have privileges to add edit and delete steps 3 4 Done Define Business Review scope and Za 30 gt te Requirements WBS Requirements Phase Conduct business require 0 gt Project Zenith Continuity Program Carrier 7 10 37 A arrier gt 10 45 ancol Dono ancol Review scope and objectives as stated in Complete 0 Complete 3 Create outline of requirem 0 gt Wl Mark Task Complete Clearly define the OEB Business Requirements 0 gt Aug 1 2012 Sep 24 2012 Od ajwle A t yJu olP poocooonn 3 apanonn a e 19d 4hr Table of Details for Using Steps Item Description Viewing Steps If your task includes steps or if you have privileges to add steps the Steps option is visible Tap Steps Delete a Step Swipe a step row and tap Delete to remove the step Adding a Step If you have privileges to add edit delete steps the button is visible Tap On the new step screen enter a step name and tap Done Updating Step Percentage Complete Tap a step name Use the spinner to select the percentage complete and tap Done If you have privileges to add edit and delete steps you can also update the name of the step on this page 27 P6 Team Member User s Guide Your assigned tasks may include a list of steps to complete while working on a task To update progress on a step 1 On t
21. to or use of third party content products or services Contents Legal NOTICES acess aatnsinelsadaaeineeautawawiecie uasine ar a aeaaea sewtneieleatenesesee 2 Getting Started saninten a aaa a aa aa e a E 5 About P6 Team Member Interfaces ccccscssccccccceeesescccceceeessssscccseeeesssseees 5 Supporting P6 Team Member for iPhone App USers sesesssseessssssesssssssesssseeessse 7 Supporting P6 Team Member Web Application Users sssssessssssesssssseesssessesesse 8 Known Browser SSUES sissresscorisi errer inis is Coria ster iona rE EREE OREN EEEE E 9 Supporting E mail Updates with E mail Statusing Service sssssssessssesessssesees 10 Your Role as a Team Member sesesssessescsescssscoesesosesossseossccsescosecosecosescoese 12 Field Definitions for Dates and Work Units sssssssssssnsseesssesssessseesssessreesseee 12 Using the P6 Team Member for iPhone App ccccccccccccccccccccccccccccccccececececes 15 Working with the P6 Team Member for iPhone App esssssssesessssesssssssessssesessse 15 Starting the P6 Team Member for iPhone App for the First Time eeeeeeeees 17 Starting the P6 Team Member for iPhone App eeeeeeeeeeceeeeeeeeeeseeeeeeeeeeeees 18 Working with Tasks in the P6 Team Member for iPhone App ceeeeeeeeeeeseeees 19 VIEWING YOUN TASKS jai wietidvionlscadeeuhe bl stesse os rnst n TETE EENE EEEIEE EEEa 22 Viewing a Task SUMMATY saicstevvivedane
22. use this feature Step me through Viewing TASKS geet etre ter per eer erter prteen ere ote Steir er peter iaie aiena na a Ea Eaa r aE 45 Communicating with My Project MONAGET ccsssccsssscessscesseecessesessseeessseeees 53 Learn more about Working with TASKS sissisota ea a a e an Nia 42 Working with DISCUSSIONS ssnnssenssenssooesoeeseesseessetssoeesnesssessseessensseossnossneessensseensee 52 49 P6 Team Member User s Guide You can mark a task with a star to designate it as important and track it in a separate list with other starred tasks To star a task 1 Select a task 2 In the task pane select Ww Star Task Ctrl Alt F 3 Select Save Tips gt When a task is marked complete it is removed from the Starred view gt You cannot star a completed task gt No one else will see which tasks you marked with a star gt The starring feature is not available to users assigned Team Member work distribution filters Step me through VIEWING TASKS cde ayces este feca denceitetsssut ac ra EN neon ances Aaa Ee E ENE SE A 45 Learn more about Working with TASKS oss sacs siirsin irie e eiri i ar riaria 42 Mark a task complete when you have finished your work for the task To mark a task complete 1 Select a task 2 In the task pane select SP Complete Task Ctri Alt C 3 In the progress panel a Update the status fields b Update the Finished date if the finish date is
23. with the task The link only appears when documents are available for you to view Notebooks Opens a dialog box with notes from your project manager about the task The link only appears when notebook topics are available for you to view Related Tasks Opens a dialog box displaying tasks that have a relationship with your task The link only appears when there are predecessor or successor tasks identified for your task d Milestone Indicates this task is a start or finish milestone A milestone represents any significant event or goal in a project Although milestones are considered a type of task milestones have zero duration at any given moment they are either achieved or not Some examples of milestones in an office building addition project might include project definition complete structure complete and end bidding process The milestone icon is red when the scheduled date has been reached and the milestone start or finish is now overdue A start milestone only shows a Start By date and a finish milestone only shows a Finish By date a Locked Project Indicates the project is locked for editing by a user in P Tasks cannot be updated until the project lock is released Save or Cancel control panel The control panel slides up from the bottom when a change is made displaying the number of tasks that have been updated 44 Using P6 Team Member Web Step me through Viewing TASKS wices ccaicieiu
24. 1 Sending a Welcome E mail to E mail Statusing Service USersS s ssessessessssssesseee 71 Sending Team Members Their Assigned Tasks using E mail Statusing Service 72 Updating the Progress of Tasks Using E mail Statusing Service oo eeeseeeesteeeees 73 E mail Statusing Service Task Filter Options scssteveanicestcassevandernavseatoreensariedensnncrine 74 About E mail Statusing Service As a team member with assignments in P6 you can request a list of your assigned tasks directly from the P6 server using E mail Statusing Service Only tasks from active projects in which you the requesting user are assigned as a resource activity owner or if you are assigned a Team Member work distribution filter will be returned Note If you are a timesheet user you can request a list of your tasks through e mail however you can only update your tasks using P Progress Reporter As a project manager with team members assigned to tasks on the projects you can send your team members an e mail request for status updates using E mail Statusing Service The e mail request includes a list of tasks for the projects you specify Team members can provide updates by replying to the e mail and updating their status in the body of the e mail Sending a Welcome E mail to E mail Statusing Service Users If E mail Statusing Service is configured at your organization send your team members who will be updating their tasks through e mail a Welcome e mail This e
25. 2siecansngdteateniadeonhteehadaeeatayerueees 53 Learn more about Working With THIGHS a2 ccc tac occcisai hs icusedsenadeabanamethioy sae airne N AE E TE ENTON 42 Communicating with My Project Manager You can have a conversation about a task with your project manager using the Discussion dialog box The conversation is saved with the task and is available for future reference To send a message to your project manager 1 Select a task 2 In the task pane select Discussion Ctri Alt D 3 In the Discussion dialog box type a message and select Post Tips gt If there are other team members assigned to the task you will also see their conversations in the dialog box gt Your project manager uses P6 to view and respond to messages you post in the Discussion dialog box gt Anyone who has access to the task in P6 can view the conversations Step me through sending EMA ABOUT A TASK recorria a E EEEE EEE EEEE 49 Learn more about Working with DISCUSSIONS 1225 cnccsedarpnieacinnmieaaorievaedsiavdadeygenckdeseaueecnivencnweledosweuedanteec 52 Notebooks are a collection of notes from your project manager providing additional information on your task Each notebook has a different subject and is identified by a topic name 53 P6 Team Member User s Guide For example you could have two notebooks and the notebook topics could be called Objectives and Constraints The Objectives notebook topic might provide a
26. 8 Using P6 Team Member Web Step me through Viewing TASKS siisiriisionrb nana a an N ra 45 Staring TASKS siressa r a aai 46 Sending E Mail About a TASK vais inussciiniiniddcsmade desnuda 49 Stam TASKS esita a a aaraa 50 Completing TASKS eisirean a E EOE EEEE EEN 50 Communicating with My Project MANAgET ss scsiscissaisesernediarpoienioracvertsanmuveecees 53 Viewing Notebook TopiC S eninin n E E AE EE E 56 Viewing DOGUM SMIS eers ranna a EE wan EE 58 PAILS SIEDS erraia a E A E AEA 64 Updating Progress On SISOS ca caccnacssdeneceataisiesadeatananbieannenntanacta adenine ieee eens 64 Learn more about Working WOM DISCUSSIONS vereers e eE EER EOR OE 52 Working with NOtebooOkS cc sscurasecnacancesancienidaddaiewnadaceensnnanauiataenentakeremseeeaueennantans 55 Working with DOCUMENTS zc wisncicsae dancsncsananaransindtauteaaeeidscatatnausankenenndaceienieetieestatnians 57 Working WY NAS OS ois osresieca staat asesmucsnt tase aeeseuaeeerrasacadonns Gaecuaannn eanesa paar adaeateamesenen naam 63 To communicate with your project manager or team members about a task send an e mail from the task pane The e mail will include the project name task name and ID WBS and codes and UDFs Additional fields may display depending on the settings your project manager configured for the project To send an e mail 1 Select a task 2 In the task pane select Mil E mail Ctrl Alt E Tips gt You must have an e mail client installed to
27. Depending on the project or the practices at your organization you may or may not be required to update the codes or UDFs Department ENG L Stage Gate SG1 Gate Status Release Reason for Delay Update Start Dec 28 2012 Update Finish Undo Table of Screen Elements ltem Description Codes and UDFs panel The control for a field depends on the type of input required A control may be a calendar selector dialog box drop down list or require text or numerical input Codes and UDFs that do not have selection controls are informational only and cannot be updated A More link appears when there are additional codes or UDFs for you to view or update This link opens the Codes and UDFs dialog box displaying the full list of codes and UDFs Step me through VIEWING and Updating Codes and WDES scoscassacsinnndacpeanianvdureannenikbenawbassiedoucsannouns 67 Learn more about Working with TOSKS s ssessneesseosseessensseosseoessessseessersseessnosessesssensseessenssssessnessreesseessne 42 66 Using P6 Team Member Web Viewing and Updating Codes and UDFs Codes and UDFs provide additional information about your tasks Your project manager may require you to update this information To view and update codes and UDFs 1 Select a task 2 In the Codes and UDFs panel a Review the codes and UDFs If a More Citrl Alt M link is available select it to view additional codes and UDFs
28. E KEE EVERETTE ERE EEEE ees 48 sending E Mail About a Task cs iscicssweiwiciiscanccvev cows cdsceseseissaviedis canseatseacrenss 49 Starring TaSKS 5 ops oa ees teak ae clea sawn waa en ha we eae ea ea eee 50 Completing Tasks ios sie arava eG es een era eee bas wn eee dee eee ae eee eens 50 DISCUSSION sscsascnsenesnceren tient a ce eene es es eeanen es eedeenes suerte es ennreneveuereeesewneeweaies 51 Working With Discussions ccceeeceecceneceneceneceneeeneeeneeenaeeneeeeeeeneeenees 52 Communicating with My Project Manager sceecesceeeesc eee eeeeeeeeeeneeees 53 Notebooks cde ao owce eave suse bakes ena ce Cae ca see EE EEE EE A E aE remand eect ys 53 Working With Notebooks cccesscesccesccesccesccesceeseeesaeesaeesaeesaeeseeesaes 55 VIEWING Notebook TOP ics ssc ncsiesessen ke nddseevnenviewe sie wigs E sinless E 56 DOCUMENTS iosrsrororiserir iniii orere t op Erotik isa e sian EE ce evaces s duveous edudedus vous seuss tev enes 56 Working with DOCUMENKS serres criarsinisisisia isinin ia irinen En SERIEA AENEA EAEAN EAER 57 VIEWING DOCUIMENES xicssccendesseravaseccvawbrae E E E E EEE EEEa 58 Related TASKS sc coat ecas cece ese auceacuesane EEE EE EEE EE EE EEEE EER 59 Working with Related Tasks cccceeccescceecceneceneeeseceseeeseeseeeseeeseeesaes 59 Viewing Predecessor or Successor Tasks eceeceeeesceeceeeeeeeeeeeeeeeeeeeeeees 61 Sending E mail to a Predecessor or Successor Task Owner ecse
29. Note With a valid user account you can be assigned to activities as a resource assignment if your user account is associated with a labor resource as an activity owner or if you are assigned a Team Member work distribution filter b Your user account is configured with at least one module access option c You have one or more activity assignments or tasks for at least one active project The P6 Team Member for iPhone app will show tasks that have not yet started active tasks and tasks you completed in the last 30 days Note OBS access to a project is not required in order for you to make status updates on your assigned tasks unless you are assigned a Team Member work distribution filter 3 Download and install the mobile app P Team Member from the Apple App Store to your iPhone 4 You will need the following information to log in a The URL to the P6 server b If using SSO you will need your SSO username and password Or if using native authentication you will need your P6 username and password P6 Team Member User s Guide Upgrading Notes When upgrading from release 8 1 to 8 3 Starred tasks are not transferred You will need to star your tasks again once the latest version is installed If your company is running P6 EPPM 8 1 or 8 2 you can use this update however you will not be able to use any of the new features for this release Error Message If you receive the message Server URL points to an invali
30. ORACLE PRIMAVERA P6 Team Member User s Guide Release 8 3 March 2013 Legal Notices Oracle Primavera P6 Team Member User s Guide Copyright 2011 2013 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this is software or related documentation that is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial compute
31. P6 In P6 a team member is assigned as a resource assignment an activity owner or a user with a Team Member work distribution filter Resource Assignment Finish By The date you are scheduled to complete the task Finished The date you actually completed the task Start By The date you are scheduled to begin the task Started The date you actually began work on the task Time Left The total working time left to complete the task Time Spent The actual amount of time spent working on the task Getting Started Remaining Duration The remaining duration is the period of time required to complete the task based on your current work schedule and additional project commitments For example if you work a 6 hour shift and are assigned an 8 hour task the remaining duration is 2 days since the 8 hour task cannot be completed in one 6 hour shift Activity Owner or User Assigned a Team Member Work Distribution Filter Complete The percent of the task that has been completed The calculation of this field depends on the settings your project manager configured in P6 This field is either gt Calculated using units or duration Calculated using the percentage complete from steps A value you enter based on your own perception of the work you completed on this task Expected Finish The date you anticipate work on the task will finish Finish By The date you are scheduled to complete the task Finished The
32. Start By Apr 24 2013 Development Phase Develop System Finish By May 20 2013 Development Phase Develop System Table of Primary Task List Details Item Description Home Page This page displays the five types of task lists including the number of tasks in each list In this example the user has tapped Active Active Task List The user s list of active assignments appears sorted chronologically by Finish By date Each task specifies its name under its work breakdown structure WBS name If your assignments are derived from more than one project you can tap Grouped to display the name of the project for each group of tasks 19 P6 Team Member User s Guide Item Description Task Progress Indicator This circular gauge indicates progress with both color shading of the portion complete relative to the whole and an actual percentage value Whenever the Finish By date occurs in the past the chart s color is set to red For example the Implement System task in this example is overdue and its red progress indicator shows 64 with darker red shading in its circle d Milestone The diamond indicates this task is a start or finish milestone A milestone represents any significant event or goal in a project Although milestones are considered a type of task milestones have zero duration at any given moment they are either achieved or not Some examples of milestones in an office building
33. This Section About P Team Member INGEACES cccssscccecsssececssssececeessececeessseececsssaeeeceesseees 5 Supporting P6 Team Member for iPhone App USES csssccssssrcesssecsssereesseeees 7 Supporting P6 Team Member Web Application USES ccsscesssecssseeesseeees 8 Supporting E mail Updates with E mail Statusing Service oo eeeceesseceesseeeeees 10 Your Role Gs ad Team Membe sorrire ERRE EaR 12 Field Definitions for Dates and Work UnNItS sessseseessessssssseersssrreessereessereessesersese 12 About P6 Team Member Interfaces The P6 Team Member suite of interfaces is designed for individual contributors or team members to record status on their tasks without the need to learn an enterprise project management application The P6 Team Member interfaces are P Team Member for iPhone app P6 Team Member Web and E mail Statusing Service These interfaces provide quick convenient and easy access to assigned tasks using the platform or device that accommodates your line of work Your project manager uses P6 to create and update the project schedule and task list The updates you make in P6 Team Member interfaces will apply immediately or they may require approval before updates are applied to the project depending on the project preferences the manager selected when creating the project in P6 In P6 team members are assigned as a resource assignment an activity owner or a user with a Team Member work di
34. addition project might include project definition complete structure complete and end bidding process The milestone icon is red when the scheduled date has been reached and the milestone start or finish is now overdue A start milestone only shows a Start By date and a finish milestone only shows a Finish By date Discussion and w Starred Indicators The Discussion icon indicates the number of unread messages for the task The Starred icon shows you which tasks you have selected to indicate importance or flag for follow up Locked Project This icon indicates the project is locked for editing by a user in P Tasks cannot be updated until the project lock is released Time Frame Bar This bar enables you to filter your Active Due or Completed tasks by a specific time frame 20 Using the P6 Team Member for iPhone App 10 17 AM 10 12 AM Carrier T Cancel e T1080 Impl Cancel 4 Implement System WBS Implementation Phase Project ACH Integration Project Cc Bec Subject Re T1080 Implement System T4 Mark Task Complete Started Sep 11 2012 Project ACH Integration Project WBS Implementation Phase Activity IT1080 Implement System Finish By Dec 18 2012 Time Spent Sent from my iPhone Time Left Table of Primary Task Features Save Project ACH Integration Project WA er ae Sep 11 2012 Dec 18 2012 Time Spent Cancel
35. an also take a picture with your iPhone and attach it to your e mail Work with multiple tasks at one time You can star or mark complete one or more tasks when in edit mode P6 Team Member Web You can use P6 Team Member Web to gt gt gt Modify your view to display your task list by project and by current status including Active Due Overdue Starred or Completed You can refine your task list even further by selecting a time frame and entering a term by which to filter your list Mark a task with a star to signify importance to you You can view all your starred tasks in one list when you view your task list by the Starred option View a list of all your steps for a task Add edit or delete steps to more accurately reflect your work if you are given the privileges by your project manager You can enter the complete to show progress and mark as complete when you finish a step View the codes and UDFs associated with a task for additional information about the task Update codes and UDFs if your project manager requires you to provide status using these fields View predecessor and successor tasks and send task owners e mail Communicate with the project manager or other team members through e mail Communicate with the project manager about a task by posting messages in the Discussion dialog box All messages are saved with the selected task View additional task details available in notebook topics View documents that
36. an assignment Each task has start and finish dates as well as fields used to show your progress These fields are customized by your project manager using an application called P Step me through VIEWING TASKS dasri sinsercon anane nea e EEEE E ESEE EAEEREN 45 SAMAI TASKS eee E AEE E EEE E E E EE 46 Updating TASKS x conectosdensticpsncedatinsctsarencisainsstevogi E ANE ETEEN EE EEA N O 48 Sending E Mail Abo t G TASK cieniseresnrieisenosainnr nenion 49 Staming TASKS ica a a e r aaa i eenia 50 Completing TASKS inernisssnn a e E N EE yr 50 Communicating with My Project MANAgET ccsscesssscsssscesseecessescesseeeseeens 53 Viewing Notebook TOpiCS sseesseesseeesoresoseesseesseesseessoresssesssensseesseresoresssessrensseessee 56 Viewing DOCUMenTiS eseeessseesseesseesseeesooessoeesseesseesseessoressoesosessseesseessoressoeesresssressee 58 Viewing Predecessor or SUCCESSOr TASKS sisiccsssasectssoascvadosausedesounccargoeeesasoveseocdeosedenss 61 Learn more about Working With THAIS RS as cs ristiriidan iea n ARE E ar bend 42 Working with DISCUSSIONS ssnnssnnssensseneseoeesessseesseessoessoosessesssressenssensssnessnessseesseessne 52 Working wiih Notebooks sc ccisntaspscccateieacinasucescesgeenestosswesanraunnsnnnguensnaneeennbricenceamennnl 55 Working With DOCUMENTS inneren aan N E EA EA 57 Working with Related TASKS inniinn e EA R 59 41 P6 Team Member User s Guide The task pane is your main work area
37. are relevant to your task E mail Statusing Service You can use E mail Statusing Service to gt Request a list of your current tasks through e mail using the e mail account associated with your P6 user account You can request a filtered list of tasks by project time frame current status including Active Due Overdue Completed or Starting or by all the tasks that you starred Reply to the e mail you receive with your task list record your progress and send your updates Getting Started Project managers can use E mail Statusing Service to gt Senda Welcome e mail to new E mail Statusing Service users which includes the e mail address to the E mail Statusing Service and instructions for requesting a task list and updating the list through e mail gt Send team members an e mail request for status updates Project managers can customize the task list sent to team members using the available filter options Team members can provide status by replying to the e mail with their updates Supporting P6 Team Member for iPhone App Users In order to perform any of the tasks in this guide using your iPhone you will need to verify the following requirements have been met To support the app for your team at your organization 1 Verify with your administrator that support for the app has been deployed with your P6 application server 2 Verify that the following items exist in P6 a You have a valid user account in P
38. ave completed in the last 30 days b Tap Refresh to update the Home page with the current counts for each task list from the server to your iPhone The date and time when you last refreshed this task information from the server appears below the summary 22 Using the P6 Team Member for iPhone App You can view your active assigned tasks The task list is automatically sorted by the Finish By field To view all your active tasks 1 On the Home page tap Active 2 To view tasks that are active Today This Week or Next Week tap the option on the time frame bar 3 Tap a task to view its details and then tap Cancel to return to the list 4 Tap Home when you are finished You can view all the tasks that you are scheduled to finish today The task list is automatically sorted by the Finish By field To view your tasks that are due today 1 On the Home page tap Due 2 To view tasks that are due This Week or Next Week tap the option on the time frame bar 3 Tap a task to view its details and then tap Cancel to return to the list 4 Tap Home when you are finished You can view a list showing only your overdue tasks A task is overdue if its planned finish date occurs in the past and it is not yet marked complete The task list is automatically sorted by the Finish By field To view overdue tasks 1 On the Home page tap Overdue 2 Tap a task to view its details and then tap Cancel to return to the list 3
39. cai batacambaes ons dadanee daneaanied aeenuebeacandiaat aesoneaaaeeat 42 55 P6 Team Member User s Guide Viewing Notebook Topics View notebook topics to review additional information about your task To view a notebook topic 1 Select a task 2 In the task pane select Notebooks Ctrl Alt N 3 In the Notebooks dialog box select a Topic name Tips The Notebooks link is only visible when notebook topics are available for your task Learn more about Working with NOTE DOORS jc 07 sincaiepiniuaeienaie ie ieeendianue eee 55 WOKA WAAS KS esie EE E EEO EE 42 Your project manager can associate documents to your task to provide you with additional information relevant to the task Documents can include plans forms reports templates or any type of document that is important as you complete your work Step me through VIEWING DOCUMEMIS serssiisusirenien ie E RA REE REE E E R 58 Learn more about Working WiN DOCUMENTS 3c onset cates rir n a EEE EEE ERER EEE 57 56 Using P6 Team Member Web Working with Documents Use the Documents dialog box to access documents associated with your task How you access documents is determined by how the documents are stored in P If documents are stored in a content repository you can access the document directly If documents are stored on a file share you can access them by copying the location to your browser If your company is using one method to store document
40. ccording to the effort required to complete the step gt You can begin reporting progress on your steps for a task before you start the task gt If you do not see the Steps panel you do not have any steps to complete on this task and you do not have privileges to add steps to this task Step me through Adding Steps emer nee eee en mre Dnne een ee Dn en een aia teen renter vert ern 64 Learn more about Working SAINI cote DS sxc cazebdcceSascetcees tere sinc Gee belle vndeann EAEE EEEE i 63 Codes and UDFs Codes and UDFs user defined fields are used to provide you with or to gather information about a task Codes and UDFs can be used to provide you with details about a task such as which department you will be performing the work for or what phase of the project the task is being performed in Codes and UDFs can also be used to track information about a task such as delivery dates or purchase order numbers Step me through Viewing and Updating Codes and UDEFS ssesssicacessthvseressuddenssyandesssieddecssverteessseevess 67 Learn more about Working with Codes and UDFS xnsixsissuiielnoctaeaiasieiesscdtnncerabisauntsatinenteoesivsesshtbanceuaueine 66 65 P6 Team Member User s Guide Use the Codes and UDFs panel to view or update information about a task Codes and UDFs are selected by your manager at the project level so every task you have within the same project will have the same list of codes and UDFs
41. d lof ini Project ACH Integration Project Overdue r V Mark Task Complete Starred Sep 11 2012 Key Milestones ro Requirements Dec 18 2012 Updated 2 28 13 4 04 PM Approved Time Spent 9d Development Phase Develop System Time Left 5d Development Phase Develop System Starting the P6 Team Member for iPhone App for the First Time Follow these steps to start the app for the first time When you return to the app after working in other apps the last page you were on will appear Once you configure these settings you won t need to perform these steps again unless your SSO cookies expire If your cookies expire you will need to enter your user name and password again Note You may need to activate your device s VPN feature to access your company s deployment of P Contact your administrator for more information To start the app 1 On your iPhone Home page tap a Team Member 2 On the Welcome to P6 Team Member page slide the Single Sign On SSO switch to either ON or OFF 3 If you turn SSO on a Tap the Server URL field and enter the URL to your server for example http server port p tmws 17 P6 Team Member User s Guide Note You will need to specify the server name and port number in the URL b Tap Authenticate c Enter your SSO username and password 4 If you turn SSO off a Tap the Server URL field and enter the URL to your server for example http server port p tmws b Ent
42. d web application an SSL certificate may need to be obtained from a trusted certificate authority Contact your administrator Known Issues gt If you are in a time zone that observes daylight savings time the hours displayed in your tasks may be off by one hour gt If you do not have any tasks assigned to you you may receive the message Some data failed to load Refresh to try again on the Home page of the app This issue will only occur if your company has version 8 2 deployed on the P6 application server Supporting P6 Team Member Web Application Users In order to perform any of the tasks in this guide using P6 Team Member Web you will need to verify the following requirements have been met To support the application for your team at your organization 1 Verify with your administrator that support for the app has been deployed with your P6 application server 2 Verify that the following items exist in P6 a You have a valid user account in P Note With a valid user account you can be assigned to activities as a resource assignment if your user account is associated with a labor resource as an activity owner or if you are assigned a Team Member work distribution filter b Your user account is assigned the Team Member Interfaces module access option c You have one or more activity assignments or tasks for at least one active project P Team Member Web will show tasks that have not yet started active task
43. decessor and successor tasks and communicate with the task owners Related Tasks 1T1050 Design System Vanessa Lafferty Project Katalyst Virtualization Started Aug 16 2012 Spiiss WBS Design Phase Finish By Feb 11 2013 SER Successors 1 1T9004 Gate 3 Coding Complete 4 Project Katalyst Virtualization Start By WBS Key Milestones Finish By Aug 21 2013 Table of Screen Highlights Item Description Predecessors View progress on predecessor tasks to determine if you can begin your task on time Successors View the tasks that have a dependency on you finishing your assigned task 59 P6 Team Member User s Guide Item Description Progress indicator Use the progress indicator to determine how much work has been done on a task The color indicates the state of the task and the shading represents the percent complete gt Gray Not started gt Green In progress gt Red Overdue Milestone The milestone icon indicates this is a start milestone if it is under Predecessors and a finish milestone if it is under Successors 5 Dates for Predecessors gt Start By Started and Finish By Finished Use these dates along with the progress indicator to determine when the predecessor task will complete gt Start By Use the milestone date to determine when the milestone is scheduled to begin Dates for Successors gt Start By Started and Fini
44. ditional information about this application Tap Team Member to go back h Tap Settings and then press the Home button on your device 36 Using P6 Team Member Web In This Section P6 TEAM Member Web OVEIVICW cccsssssseceeececeessssnececececeesessnssaeeeeececsenensaeeeees 37 TASKS eriari eae re a a E lvsededdeseds Gadeaded eddb aar Hedda E ENE 41 STS OS eoe E A T 62 Codes gnda UDES eee ea E E E E E ER 65 Preteen o Saaren E A A E 67 P6 Team Member Web Overview P6 Team Member Web is a status reporting application which enables you to communicate status on your work quickly and efficiently From P Team Member Web you can gt gt View only your assigned tasks Provide status on your tasks The project manager customizes the status fields in your view These fields can include time spent time left complete remaining duration start date and finish date Modify your view to display your task list by project and by current status including Active Due Overdue Starred or Completed You can refine your task list even further by selecting a time frame and entering a term by which to filter your list Mark a task with a star to signify importance to you You can view all your starred tasks in one list when you view your task list by the Starred option View a list of all your steps for a task Add edit or delete steps to more accurately reflect your work if you are given the privileges by your project manager
45. eeeeeeeeees 61 SIGNS iinit E aE EE aE ETENE ETET TRENET EOE IEEE EEEE nel EEEN EEE 62 Working with Steps aicismeii neii rererere roston eor EErEE OESE ECEE EEEE E REES 63 Adding Steps ssirireii sereni r in einer sa t Eer EEEE EAE EREE VEKANTE CEAN EEE Ea E ARKE 64 Updating Progress on StepS sessessssosessesessesessosesueseosesessoseasesessonesseses 64 Codes AND FS icc coed teats toes r nEn E E EEE ee na 65 Working with Codes and UDFs sssssssssssssossseseseseseesseeosssosssessseseseesseeesee 66 Viewing and Updating Codes and UDFs sssessssssessseseseosssesssessseesssesssese 67 Preferentes ooroo orinn aces ics sad EAEE ENEE EERE EEEE E EEESC DEEE 67 Configuring My Date Time and Unit View Preferences sssssssesesesssssseossees 68 Changing My Password sssssssssssssssessscsesesessessscosssossecssseseseosseessseosseee 68 Using E mail Statusing Service sssescseccseccsscccescosscssecccseccssccosecceesossecceeese 71 About E mail Statusing Service ssssesesesesssesssssssssosssosssesescoeseesseessseessees 71 Sending a Welcome E mail to E mail Statusing Service Users cccceeeeeeeeeeeees 71 Sending Team Members Their Assigned Tasks using E mail Statusing Service 72 Updating the Progress of Tasks Using E mail Statusing Service ce cece eee ees 73 E mail Statusing Service Task Filter Options ec cee eee cence eee eeeeeeeeeeeeeeees 74 Getting Started In
46. er your P username c Enter your P6 password d Tap Done Note Team Member Web Services supports LDAP Native or SSO mode Your administrator will select the authentication mode when they configure P Starting the P6 Team Member for iPhone App When returning to the app after exiting from it you do not have to configure any settings or login again however if using SSO you will periodically be prompted to re authenticate per security settings at your organization You must be connected to a network to start and run the app 1 On your iPhone Home page tap Team Member 2 On the P6 Team Member for iPhone Home page a Review the list of the types of tasks available their quantity and the date and time when you last downloaded this task information from the server Note The app will automatically refresh the Home page whenever you launch it and whenever you return to the Home page from a task list b Optional Tap Refresh to update the Home page by downloading any changes from the server to your iPhone 18 Using the P6 Team Member for iPhone App Working with Tasks in the P6 Team Member for iPhone App You can use the app to view and update the status of your tasks as well as to communicate with other project members or your manager 9 52 AM Active F Implementation Phase Qe Implement System Finish By Dec 18 2012 Development Phase Develop System Key Milestones Requirements Approved
47. es and UDFs the Codes and UDFs option with the number of codes and UDFs provided is visible Tap Codes and UDFs Updating Codes and UDFs The control for a field depends on the type of input required A controls may be a calendar selector spinner selection list or require text or numerical input Codes and UDFs that are gray indicate they are informational only and cannot be updated 30 Using the P6 Team Member for iPhone App Viewing and Updating Codes and UDFs Codes and UDFs provide additional information about your tasks Your project manager may require you to update this information To view and update codes and UDFs 1 On the Home page tap Active Due Overdue or Starred 2 On the Tasks page tap the task you want to update 3 On the Task Details page tap Codes and UDFs 4 A field will be selectable if you have privileges to make updates to the code or UDF Select a field and use the controls for the field to make an update Tips gt The range for integers is 2 147 483 647 to 2 147 483 647 gt The range for numbers is 1 000 000 000 000 00 to 1 000 000 000 000 00 Working with the Discussion Feature Use the Discussion dialog box to communicate with your project manager about a task If more than one team member is assigned to the same task all messages are captured in the same dialog box for that task Cancel Develop System WBS Development Phase Project Zenith Continuity Program
48. g multiple tasks simultaneously is faster than marking tasks complete one at a time However care should be taken to avoid marking tasks complete by mistake since you cannot remove the Finished date and return the task to the Active task list Note Contact your manager or administrator if you feel you need to restore certain data For example if you mark multiple tasks complete and then discover that they were marked complete by mistake or additional work effort is required your manager can use P6 to manually remove the finish date To mark multiple tasks complete Note You cannot set the finish date when completing multiple tasks at once The finish date for the tasks will be the Finished By date for each task 1 On the Home page tap Active Due Overdue or Starred 2 On the Tasks page a Tap Edit b In Edit mode select the tasks you have completed The application temporarily marks each one with the Selected icon c Tap Complete d Tap Home when you are finished You can mark specific tasks with a star to signify their relative importance over your other tasks Starring multiple tasks simultaneously is faster than marking tasks with a star one ata time Note You cannot star a completed task or a task in a locked project To mark multiple tasks with a star 1 On the Home page tap Active Due or Overdue 35 P6 Team Member User s Guide 2 On the Tasks page a Ta
49. he Home page tap Active Due Overdue or Starred 2 On the Tasks page tap the task you want to update 3 On the Task Details page tap Steps 4 On the Steps page tap a step name 5 On the Step Details page tap Complete and adjust the spinner to reflect the amount of work completed on this step and tap Done 6 Tap Done to return to the Steps page Tips gt Depending on the settings configured by your project manager your Complete for the task may be calculated using steps Steps either have equal weight or are weighted according to the effort required to complete the step gt If you do not see the Steps option on the Task Details page you do not have any steps to complete on this task and you do not have privileges to add steps to this task Add steps to a task to list the activities or the process used to complete a task To add a step to a task 1 On the Home page tap Active Due Overdue or Starred 2 On the Tasks page tap the task you want to update 3 On the Task Details page tap Steps 4 On the Steps page tap 5 On the New Step page tap the Name field and enter a name 6 Tap Done Tips gt If you do not see the Steps option on the task details page or the button on the Steps page then you do not have privileges to add steps to the task gt To delete a step swipe on the step row and tap Delete 28 Using the P6 Team Member for iPhone App Delete steps that are no longer requ
50. iew the progress indicator to determine if the task owner began work on the task Tips If you do not have any predecessor or successor tasks this link will not display Step me through Sending E mail to a Predecessor or Successor TASK OWNET eceeseeereeeseeeeteeees 61 Learn more about Working with Related HS scsss cate dansicnscnantelncdtanentdrnmncstadansnuamianivnlelsted tanctsiaonanistedasaautssisenns 59 Sending E mail to a Predecessor or Successor Task Owner To communicate with the person responsible for a task that begins before or after your assigned task you can send an e mail from the Related Tasks dialog box To send an e mail 1 Select a task 2 In the task pane select Related Tasks 3 In the Related Tasks dialog box select the task owner s name Tips gt You must have an e mail client installed to use this feature gt You will not be able to send an e mail if either of the following conditions exist An owner has not been assigned to the task The task owner does not have an e mail address assigned in P6 61 P6 Team Member User s Guide Step me through Viewing Predecessor or SUCCESSON TOSKS cc sic natacweeniana cients 6 Learn more about Working with Related TASKS 355 12siccsssecasscigedeiaviadeniecdasieieaniieeinweleis ede s 59 Steps Steps are used to break a task down into a more granular level of detail When your assigned task includes steps be sure to provide statu
51. ired To delete a step 1 On the Home page tap Active Due Overdue or Starred 2 On the Tasks page tap the task you want to update 3 On the Task Details page tap Steps 4 On the Steps page swipe on the step row and tap Delete 5 Tap Back Tips If the button is not visible on the Steps page then you do not have privileges to delete steps from the task 29 P6 Team Member User s Guide Working with Codes and UDFs Codes and UDFs user defined fields are used to provide you with or to gather information about a task Codes and UDFs can be used to provide you with details about a task such as which department you will be performing the work for or what phase of the project the task is being performed in Codes and UDFs can also be used to track information about a task such as delivery dates or purchase order numbers Codes and UDFs are selected by your manager at the project level so every task you have within the same project will have the same list of codes and UDFs 2 04 PM Carrier 11 00 AM Cancel s Codes and UDFs Develop System 5 Department ENG WBS Development Phase Project Zenith Continuity Program Reason for Delay None gt Responsibility MILLS EAM Basic Start Date Nov 29 2012 Start By Mar 27 2013 EAM Basic Finish Date None Time Left 23d 2hr a a Table of Details for Using Codes and UDFs Item Description Viewing Codes and UDFs list If your task includes cod
52. isdevreesivndassdadcuaesedvxiadwiedaedndriesiadwiadess 22 Viewing Active Tasks esssescesssossecosesosscoseccosecosscossesosesoseroseesosesosseo 23 Viewing Due TASKS erstiresresis stuss st soss s a E eene T EEEE A EET EEE EEE T EEE 23 Viewing Overdue TASKS iidescsavewssaneiidesnsctawesaaseedeuadsraveiaietavasaanievsiassiadeds 23 Viewing Starred TASKS vocivsseesesessdevsacvevsveivucicucerwestoctvecdevervesatinevecieveerecees 23 Viewing Completed Tasks s seoosssesesosssesesssscssoseszessosesessoosesessssseseses 24 Viewing Tasks by Project sasisccsvewasaneiasesesvsavenadstaveuasstavesadviesavaswiewevadeiavess 24 Starting TaSKS s ccstadivcsdecetieraavueinevew vixen sebeniy aia weuvecwesentaseianuveedieueeceubesedds 24 Updating and Completing Tasks ssosessosessesesesnessesesuessosessesessesessosesseses 25 About Time Spent and Time Left s sesosssesesesssssosesssssosesessooseseseosseseses 26 Working With StePSicssssirecirisi iseiti ii woe ba r eE A E ETO E T os E E 27 Updating Progress on StepS sessesessossssesessosessosesueseosesessoseeseseosonessesee 28 Adding SUCDS 052 0652shesrepnwatepapenedenane cess aE EREE TAO TTEA ETONE ATEREA 28 Deleting SteDS i necirrisnrrnr renit pee E sE wa vecdanacanedeus pecedeearaCooerdieseneaseashoutees 29 Working with Codes and UDFS sivscesecossretacieacebt veers binlcreweivesivebiveuexestventeass 30 Viewing and Updating Codes and UDFs sssessssssesssessseosssesssesssse
53. ized for use with P6 Team Member Web Oracle recommends using FireFox Chrome or Safari instead The following are a few of the issues you may encounter Navigation to the webpage was canceled in Internet Explorer If you receive the message Navigation to the webpage was canceled when sending an e mail in P Team Member Web this is a known issue for Internet Explorer 8 on Windows 7 P6 Team Member User s Guide To work around the issue perform the following steps 1 In Internet Explorer 8 select the Tools menu and click Internet Options 2 In the Internet Options dialog box click the Security tab 3 On the Security tab clear the Enabled Protected Mode requires restarting Internet Explorer option and click OK 4 Restart Internet Explorer Loss of focus on dialog box in Internet Explorer You can lose focus on a dialog box if you drag the box around the screen too quickly To prevent this from occurring slowly drag the dialog box to move it to a different position on the screen Safari Shortcut key Cirl Shift T does not work when using Safari on a Macintosh The keyboard shortcut for changing tabs on the Preferences dialog box Ctrl Shiff T does not work when using Safari on a Macintosh You must select the tab using a mouse or by tapping the tab depending on your device Supporting E mail Updates with E mail Statusing Service Projects may require that P6 users temporarily work in remote locations without access to
54. lect the document name On the Work Product Documents tab select the file location for the document copy the location and paste the location in a browser Note If the tabs do not display either select the document name or copy the document location and paste the location in a browser depending on the options presented in the dialog box Tips The Documents link is only visible when documents are available for your task Learn more about Working with ES CS Ts cetecionsssdnteeucapstiorsicecdawatcbiwaseadatedondipaenindlassacotabletesdacatgosaaceaands 57 AAV CI WHN TASKS eienenn ita aari eieaa Rr E Ee a aea e 42 58 Using P6 Team Member Web Related Tasks Related tasks are the tasks that have a logical start or end relationship with your assigned tasks Predecessor tasks are required to start or finish before the selected task has started or finished successor tasks are required to start or finish after the selected task has started or finished These relationships are set by your project manager in P6 Step me through Viewing Predecessor OF SUCCESSON TASKS w ssassciasssenisasncanoseniannenageanancnnsatonscaneansanees 61 Sending E mail to a Predecessor or Successor TASK OWNET eeceeseeeteeeteeeeeeeees 61 Learn more about Working with Related TOSKS ccacssccssacsancssnezencsadctannsstcadenssauanessnesssouneneenenteneehenseaenensnees 59 Working with Related Tasks Use the Related Tasks dialog box to view pre
55. lue was parsed by the E mail Statusing Service The following methods can be used to avoid this issue gt When entering task updates delete the original value in its entirety before entering an updated value gt Set the e mail application to reply to messages in text format gt Click the Update this task link to Update tasks individually 11 P6 Team Member User s Guide Your Role as a Team Member P6 is the application used by your project manager to manage the projects you are working on Your responsibilities on a project are broken down into tasks also referred to as activities or assignments Once a task is assigned to you in P6 you can view and update your status on the task in P6 Team Member for iPhone P6 Team Member Web or using E mail Statusing Service The fields available for you to view and status are set for each project by the project manager in P6 The fields in your view may vary by project Have a conversation with your project manager to determine gt If you are a resource assignment activity owner or if you are assigned a Team Member work distribution filter The fields that display in the P6 Team Member interfaces are specific to these roles gt Which fields are important for you to update when providing status gt How often you need to provide status Field Definitions for Dates and Work Units The fields available to you in P Team Member interfaces are assigned by your project manager in
56. mail includes the e mail address to the E mail Statusing Service and instructions for requesting a task list and updating the list through e mail To send team members a Welcome e mail 1 Log into the e mail account uniquely associated with your P6 user account 2 Create a new e mail to send to the E mail Statusing Service address provided to you by your P6 administrator 3 In the e mail subject line enter Welcome 71 P6 Team Member User s Guide 4 In the body of the e mail identify a list of team members to send a Welcome e mail to by entering their e mail addresses separated by a comma semi colon space or by entering one address per line If the body of the message is blank the service will send an e mail to every team member assigned to the projects for which you have access rights Note When listing multiple e mail addresses use only one type of separator Do not mix separators in the list For example if you choose to use a comma to separate e mail addresses use a comma to separate every e mail address in the list 5 Send the e mail Sending Team Members Their Assigned Tasks using E mail Statusing Service If E mail Statusing Service is configured at your organization you can send your team members an e mail request for status updates using E mail Statusing Service The e mail request includes a list of tasks for the projects you specify Team members can provide updates by replying to the e mail and updati
57. mplementation Phase nplementation Phase nplementation Phase Implement System Implement System Implement System Implement System Development Phase Develop System Finish By Apr 22 2013 Key Milestones Key Milestones Key Milestones Requirements Requirements Requirements Requirements Approved Approved Approved Approved Table of Key Steps to Using Edit Mode Item Description Starting Edit Mode From the navigation bar in a task list tap Edit task Marking Complete or Star After selecting a task its empty circle is checked When you tap Complete or Star in the toolbar the new status is applied to only the tasks you selected in the list Selecting Tasks In Edit mode an empty circle appears to the left of each Starring Tasks as shown If you choose Star the W Star icon appears for each selected task Completing Tasks If you choose Complete the tasks no longer appear in the active due or overdue lists Instead they are listed only under the completed task list 34 Using the P6 Team Member for iPhone App Note Contact your manager or administrator if you feel you need to restore certain data For example if you mark multiple tasks complete and then discover that they were marked complete by mistake or additional work effort is required your manager can use P to manually remove the finish date You can mark multiple tasks complete Updatin
58. n e mails send an e mail to the E mail Statusing Service address provided by your P6 administrator with the words Notify Help in the subject line Updating the Progress of Tasks Using E mail Statusing Service If E mail Statusing Service is configured at your organization you can request a list of your assigned tasks using e mail Then you can reply with your status updates Note If you are a timesheet user you can request a list of your tasks through e mail however you can only update your tasks using P6 Progress Reporter To update your status using e mail 1 Log into the e mail account uniquely associated with your P6 user account 2 Create a new e mail to send to the E mail Statusing Service address provided to you by your P6 administrator 3 Request a list of tasks from P6 by specifying the E mail Statusing Service Task Filter Options on page 74 in the subject line using the format lt Task Status gt lt Time Frame optional gt lt Project optional gt Send the e mail 4 When you get the list of your assignments as a message in your inbox open it 5 Optional To update the status of only a single task a Click on the Update this task link b In the resulting form enter your updates c Click Send Note To save time try to update the status of all your tasks at the same time If your e mail application does not support inline e mail editing in your reply message use the Update this task step for each task 6 To
59. ng their status in the body of the e mail To send team members an e mail with their task list 1 Log into the e mail account uniquely associated with your P6 user account 2 Create a new e mail to send to the E mail Statusing Service address provided to you by your P6 administrator 3 In the e mail subject line enter Notify and the E mail Statusing Service Task Filter Options on page 74 for the task list you want to send to team members using the following format Notify lt Task Status gt lt Time Frame optional gt lt Project optional gt 4 In the body of the e mail identify the list of team members to send tasks to by entering their e mail addresses separated by a comma semi colon space or by entering one address per line If the body of the message is blank the service will send an e mail to every team member assigned to the projects identified for which you have access rights Note When listing multiple e mail addresses use only one type of separator Do not mix separators in the list For example if you choose to use a comma to separate e mail addresses use a comma to separate every e mail address in the list 5 Send the e mail message After you send the message each team member will receive an e mail with their task list and you will receive a confirmation message with a list of all team members who were sent an e mail 72 Using E mail Statusing Service Tips For help sending notificatio
60. nianea teats dane eES 27 Working with Codes and UDFS lt ssszrcaidancssncssereraveincineisanciaiantessnnaarsderetacsieseriwoenies 30 Working with the Discussion Feature c cccssscecsssceesssceesssceessecesseecesseecesseeeeeseeees 31 SIAMA MOSK Seeerei e a A E aR ER a R ei 32 Sending E Mail About a TASK sssssssesssssssesssseresssssessssseessssresssseressseesssseseesssseessssee 33 Working with Multiple Tasks in Edit MOE cccssscesssceessecesseecesseecesseeeeseeens 34 Configuring Preferences for the P6 Team Member for iPhone App 066 36 Working with the P6 Team Member for iPhone App The P6 Team Member for iPhone app is a native iPhone application or app you can download to your iPhone The app s primary functionality is to support remote updates to the status of your tasks Task data is retrieved from and sent to your organization s central P6 server The app requires private network access from each iOS mobile device to your organization s hosted Team Member Web Services For example your administrator may take care of setting up your access behind a firewall and may require that you establish virtual private network VPN access from your device to the server You should be familiar with the following concepts described below 15 Define Business Requirements WBS Requirements Phase Project Zenith Continuity Program J Mark Task Complete Started Aug 1 2012 Finish By Sep 24 2012
61. not the scheduled Finished by date Note You cannot set the Finished date to a date past the current date 4 Select Save 50 Using P6 Team Member Web Tips gt Once you complete a task you cannot return the task to an active state However you can update the started date finished date or actual work units for a completed task gt If your task entry is a milestone select SP Complete Task Cirl Alt C and update the Started date for a start milestone or the Finished date for a finish milestone Step me through AGANALATO MKO I C 45 BILSITE GIS AEE ER E E 46 Updating lfc lt tnep ee ennnr en ertne tier Rene wre nr ER wae ae er RERITIN Sete PvE eT eARE ETE OST nee ea 48 Updating Progress On SIGIOS wx sc asnccessecaradeinareateeares aaiieadensarnceiepenennen an xenteenaee 64 Learn more about Working with VASES 2s sas cc donc pest a hcoaacaesimcacion sage ase pactadiasieewcoucnneeaueanecsiadhun xteeenacaaay 42 Working with StepS esesesesessseesseesseesseessosssseessresserssenssssessnessseesseesseesseossnseesseesseessee 63 The Discussion dialog box provides a way for you to communicate with your project manager when working on a task The messages to and from your project manager are saved with the task so you can refer back to the conversation at a later time Step me through Communicating with My Project MANAgET ccssscesssscessscessercesseecssseceseeees 53 Learn more
62. number of your assigned tasks arranged by status on the Home page From here you can tap Active Due Overdue Starred or Completed to view a particular task list You can group tasks by project or arrange them in a flat list Additionally you can filter your Active Due or Completed task list by a time frame option such as Today or This Week You can determine each task s current progress by glancing at its progress indicator If a task list extends down and off the screen flick up to view any additional tasks If you have no currently assigned tasks of a particular type you will see a 0 as its count for example Overdue 0 You cannot tap these task lists because there are no tasks to show Viewing a Task Summary You can view a summary of your assigned tasks by type A count of the number of tasks in each list also appears To view a summary of your tasks 1 On the Home page a Review the summary It lists the types of tasks currently assigned to you and the quantity of each type in the list This includes Active Tasks currently in progress These are tasks that assigned to you that you have not yet started or have started but have not yet completed Due Tasks with today s day set as the Finish By date Overdue Tasks with a Finish By date or Start By date for start milestones prior to today Starred Tasks you have marked with a star to indicate they are important or favorites Completed Tasks you h
63. our view gt Projects Reduce the number of tasks in your view by displaying only tasks for the selected projects gt Status View the tasks that are currently Active Due Overdue Completed or Starred gt Time frame View your tasks by a specific time frame such as Today Tomorrow or Next Week gt Filter Use the search filter to locate tasks by project name WBS Task ID or by any other field available in the task pane except for the date fields 42 Using P6 Team Member Web Item Description Task pane Select a task to review in the task pane and update the status of your task using the progress steps and codes and UDFs panels From the task pane you can indicate you started the task send an e mail mark the task as important by starring it mark the task complete open the Discussion dialog box view Notebook topics view Related Tasks or view Documents related to your task An italicized task heading with an asterisk indicates a change has been made but not saved Note WBS work breakdown structure is a project management term used for the logical breakdown and arrangement of tasks in a project The WBS path helps you to understand exactly where your task fits within the scope of the project Start button Select the start button to indicate progress on the task has begun Once you select start the progress fields are editable The start button is red when the task is overdue
64. p Edit b In Edit mode select the tasks you want to star The application temporarily marks each one with the Selected icon c Tap Star d Tap Home when you are finished Configuring Preferences for the P6 Team Member for iPhone App At any time you can view or adjust the following user modifiable settings 1 On your iPhone Home screen listed with your other mobile apps tap Settings 2 On the Settings page tap Team Member 3 On the Team Member application settings page a Slide the Display Time switch to ON to view and edit the time of day when a task starts or finishes b Tap Units of Time and then select either Days and Hours or Hours and Minutes Tap Team Member to go back Note The definition of a day for example 8h or 10h is calculated for each task based on its assigned project or resource calendar in P c Slide the Single Sign On SSO switch to either ON or OFF d Tap Server URL to set or edit the server address provided by your administrator Note You may need to activate your device s VPN feature to access your company s deployment of P Contact your administrator for more information e Tap P Username to set or edit your username This username must match your P6 username If using SSO the value in this field if any is ignored f Flick up to verify the Version on your device complies with the latest approved version in place at your organization g Optional Tap About to view ad
65. p between the Time Spent and Time Left labor and nonlabor fields in the P46 Team Member for iPhone app gt Changes to Time Left do not affect Time Spent gt Time Left and Time Spent will always be greater than or equal to zero gt If Time Left is greater than zero the inverse of any changes to Time Spent will be applied to Time Left until it reaches zero For example if Time Left is 5 hours and Time Spent is 3 hours when you change Time Spent to 6 hours Time Left will automatically be reduced to 2 hours Likewise if Time Spent is changed to 1 hour then Time Left will automatically be increased to 7 hours Note If Time Left is equal to zero and you manually increase it to a value greater than zero this rule becomes reinstated for all future changes to Time Spent gt If Time Left is equal to zero changes to the value of Time Spent will not affect Time Left gt Depending on the project and activity settings in P6 changes to Time Spent or Time Left may cause a change to the task s Finish By field value the assignment s Finish Date in P6 However you will not see this change until you tap Save If there was a change the new value will be shown in the refreshed task list 26 Using the P6 Team Member for iPhone App Working with Steps Steps are used to break a task down into a more granular level of detail When your assigned task includes steps be sure to provide status for the steps when updating the task Depending on
66. r a value you enter based on your own perception of the work you completed on this task When you enter 100 to indicate your work is complete you must also enter Y for Finished Y N to mark this task complete Note for Starred Y N The starring feature is not available to users assigned Team Member work distribution filters 78
67. r software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access
68. rd your progress Note The fields displayed in your view are customized by your project manager Not all fields mentioned here are available in your view and there may be additional fields in your view not mentioned in the procedure Discuss with your manager the fields you need to update to provide status on your tasks To update a task 1 Select a task 2 In the progress panel a Enter your status For example Time Spent Complete or Remaining Duration Notes If Time Left is greater than zero the amount of time added to Time Spent will be deducted from the amount in Time Left If the Time Left is zero then there is no change to this field Ifthe Complete field is disabled your percent complete is automatically calculated using steps b Update your Finish By or Expected Finish date if necessary 3 In the Steps panel update Complete for your assigned steps if applicable 4 Select Save Citrl Alt Enter Tips gt If Time Spent is disabled either you did not select Start to indicate progress has begun or the task is a milestone gt As you make updates to your work units your progress is shown in the progress indicator in the task pane gt You can mark a task complete without indicating progress When you mark a task that has not been started as complete the task is automatically marked as started the planned dates become the started and finished dates and the time left becomes the time spent 4
69. s and tasks you completed in the last 30 days Note OBS access to a project is not required in order for you to make status updates on your assigned tasks unless you are assigned a Team Member work distribution filter Getting Started 3 You will need the following information to log in a The URL to the P6 Team Member Web server b If using SSO you will need your SSO username and password Or if using native authentication you will need your assigned P6 username and password 4 The default language setting is English To change the language setting a Enter the URL for the application in your browser b At the end of the URL enter 7locale lt ocale code gt The locale codes are as follows Brazilian Portuguese pt_BR French fr German de Italian it Japanese ja Korean ko Russian ru Spanish es Simplified Chinese zh_CN Traditional Chinese zh_TW For example to change the language to German the URL would be http yourserver p tmweb locale de c Bookmark this URL for future access Known Browser Issues If you experience an issue working in P46 Team Member Web review the known issues to determine if your problem has a resolution General Browser Issues If you experience unexplained behavior such as the steps in the Steps dialog box not matching the steps in the Steps panel clear your browser history Internet Explorer Internet Explorer versions 8 and 9 are not optim
70. s you will not see the tabs in this dialog box Documents x Work Product Documents Name Created By Modified By Last Modified Status System Requirements doc Roy Li Roy Li Aug 27 2012 Documents Documents Work Product Documents 2 m Name Select and Copy File Location Change Control Form D Forms Change Control Form doc Design Document D ERP Legacy Merge Documents Design Document doc Table of Screen Highlights Item Description Documents tab Documents available from this tab are stored in a content repository You can access a document by selecting a document name You can e mail the document creator or the last person who modified the document by selecting the person s name if the name is underlined 57 P6 Team Member User s Guide Item Description Work Product Documents tab Documents available from this tab are stored on a local file share You can access the document by copying the path to your browser Step me through Viewing DOCUMENIS sirasini NE a a i eiia 58 Learn more about Working WITA TASKS siennes nee a ee a E E E aeai 42 Viewing Documents View documents to review additional information about your task To view a document 1 Select a task 2 In the task pane select Documents Ctrl Alt O 3 In the Documents dialog box select the Documents Ctrl Alt P or Work Product Documents Ctrl Ali W tab gt On the Documents tab se
71. s dialog box Ctrl Alt N Open Documents dialog box Ctrl Alt O Open Related Tasks dialog box Ctrl Alt J Progress Panel Action Shortcut Focus on the Start By field in the Ctrl Alt Y progress panel Undo an action Ctrlt Alt Z Steps Panel Action Shortcut Focus on the Steps panel Ctrl Alt U Undo an action Ctrl Alt Z 39 P6 Team Member User s Guide Open More link Ctrlt Alt M Select 7 Complete Step Ctrl Alt C Add a step Ctrlt Alt A Steps Dialog Box Action Shortcut Select 7 Complete Step Ctrl Alt C Add a step Ctrlt Alt A Delete a step Ctrl Alt R Codes and UDFs Panel Action Shortcut Focus on Codes and UDFs panel Ctril Alt l Select More link to open the Codes Ctrlt Alt M and UDFs dialog box Undo an action Ctrl Alt Z Documents Dialog Box Action Shortcut View a document Ctrl Alt V Send an e mail to the person who Ctrl Alt E created the document Send an e mail to the person who Ctrlt Alt Q most recently modified the document Focus on the Documents tab Ctrl Alt P Focus on the Work Product Ctrl Alt W Documents tab Preferences Dialog Box Action Shortcut Switch between Date and Time Ctrl Alt T settings and Password settings 40 Using P6 Team Member Web Tasks As a task owner you are responsible for communicating progress by statusing your tasks in P Team Member Web A task might also be referred to as an activity or
72. s for the steps when updating the task Depending on the settings configured by your project manager you may have privileges to add edit and delete steps Step me through PACA STS IOS cron E E A E OEE EA O ees 64 Updating Progress On STe DSeeiiiiniie iriri ae EER 64 Learn more about WOKING WINS TEDS iirin ER EEATT ieee 63 62 Using P6 Team Member Web Working with Steps Use the Steps panel to view your assigned steps and report your progress Open the Steps dialog box to add edit and delete steps The add edit and delete functionality is only available if your project manager has turned this setting on for the project Review scope and objectives as state 100 Complete Conduct business requirements meet 100 Complete Create outline of requirements 50 Complete Clearly define the business requireme 0 Complete Business Requirements Documents Complete Complete Table of Screen Highlights Item Description Complete Enter your percentage complete as you progress through each step Pf Step Completed When you are finished with a step select 2 Complete Step Ctri Alt C or enter 100 in the Complete field step select X Delete Ctrl Alt R and then Save X Delete The Delete icon is visible when you select a row To delete a Add Step Select Add Cirl Alt A to create a new step The new step appears at the bottom of the list S
73. s to reflect the estimated remaining time Tap Done Note Time Left is updated once you update Time Spent Update this field if the amount of time remaining on the task is different than Time Left minus Time Spent c Tap Finish By and align the spinning day month and time controls if enabled to reflect the new finish date Tap Done d If Steps exists tap Steps 1 Tap a step name 2 Tap Complete and adjust the spinner to reflect the amount of work completed on this step and tap Done 3 Tap Done and tap Back e Tap Star to mark the task as a favorite Completed tasks cannot be starred 25 P6 Team Member User s Guide f Tap Mark Task Complete to indicate your work on this task is finished Any Time Left will automatically be applied to the Time Spent Under the When did you finish this task prompt tap Done to accept the original value or slide the day month and time controls if enabled to select another actual finish date and then tap Done Note You cannot set the Finished date to a date past the current date g Tap Save You cannot remove the finish date after you tap Save 4 Tap Home when you are finished Tips gt Once a task is marked complete you cannot return it to the Active task list However you can update the Start date Finished date and Time Spent fields gt You cannot update tasks in projects that are locked About Time Spent and Time Left The following rules apply to the relationshi
74. se the following table to determine which fields can be updated for a Not Started In Progress or Completed task Table of Task Status Fields Available by E Mail Resource Assignment Field Status Not Status In Status Sample Value Started Progress Completed Start Started Yes Yes Yes Lo APR 2012 Date Finish Finished Yes Yes Yes 18 APR 2012 Date Time Spent Yes Yes Yes id 2h Time Left Yes Yes No 2d 6h Remaining Yes Yes No od Duration Finished Y N Yes Yes No N Starred Y N Yes Yes No N Activity Owner or User Assigned a Team Member Work Distribution Filter Field Status Not Status In Status Sample Value Started Progress Completed Start Started Yes Yes Yes 15 APR 2012 Date 77 P6 Team Member User s Guide Finish Finished No No Yes 18 APR 2012 Date Activity Yes Yes No 25 Complete see notes Expected Yes Yes No 30 APR 2012 Finish Time Spent Yes Yes Yes 1d 2h Labor Nonlab or Time Left Yes Yes No 2d 6h Labor Nonlab or Remaining Yes Yes No 4d Duration Finished Y N Yes Yes No N Starred Y N Yes Yes No N see notes Notes for Activity Complete The calculation of the Activity Complete field depends on the settings your project manager configured in P6 The field is either calculated using units or duration calculated using the percentage complete from steps o
75. sh By Finished Use these dates to determine when a successor task is scheduled to begin and end gt Finish By Use the milestone date to determine when the milestone is scheduled to be complete Q Task owners View the name of the people responsible for the task Send an e mail to the task owner to communicate project status For example e mail the owner of a predecessor task to request additional information on a task or notify a task owner of a successor task of a potential issue that could delay the start of their assigned task The e mail feature is only available if the task owner has an e mail address assigned in P Step me through Viewing Predecessor or SUCCESSOM TASKS siisaccasascaasssdenedasnacduasousesceansegeanasaseccdataadates 6l Sending E mail to a Predecessor or Successor TASK OWNET sssessessesesseesssee 61 60 Using P6 Team Member Web Viewing Predecessor or Successor Tasks Use the Related Tasks dialog box to view information on tasks that have a relationship with your assigned task To view predecessor or successor tasks 1 Select a task 2 In the task pane select Related Tasks Ctri Alt J 3 In the Related Tasks dialog box a View the owners of the tasks and the start and finish dates b For Predecessor tasks view the progress indicator to gauge how much work remains before you can begin your task For Successor tasks view which tasks are scheduled to begin after your work is complete V
76. signed a Team Member work distribution filter 3 Download and install any e mail client application or browser to access web mail 4 Plan your task status by e mail process with your team and manager For example consider details such as the timing of updates by e mail versus updates made in P6 or other P6 Team Member interfaces to avoid conflicts Known Issues gt Yahoo and Hotmail web clients are not supported If your e mail address is assigned to one of these accounts access your account within an SMTP e mail client gt When project managers use the Notify e mail request to send a list of tasks to team members the following time frame options are not supported Active Today Due Today or Completed Today Active Tomorrow Due Tomorrow or Starting Tomorrow gt Completed Yesterday Instead you can use Active in next 1 day Due or Completed in last 1 day Active in next 2 days or Due in next 2 days Completed in last 1 day Error Messages You may receive error messages when updating tasks if your e mail application is set to return e mail messages in HTML format One of the following situations will occur gt An e mail will be returned with the message Date or unit format specified was invalid or missing gt If there is an error in the Time Spent Time Left or Remaining Duration fields an e mail will be returned with a message that the updated value is incorrect because only part of the updated va
77. sninedaniadasisbuesnsaunceindiepiadaeiabeadusaabexnshenntaaninns 57 Working With STEDS eneren aeriene Eaa eRe TEE ATTE EEE nainis eita 63 Working with Related TGISKS sin cceantincteansiencinineadacadasinperaniludczacababicdaesaniacasaedexannencctageins 59 Working with Codes and UDFS sc cctctsnasaintisasecsanstininassdubatiadaastaresbiatiautaiaeeaneakereians 66 Keyboard Shortcuts You can access functions in P6 Team Member Web using the following keyboard shortcuts Global Action Shortcut Open the Preferences dialog box Ctrl Alt P Open the Help Ctrlt Alt H Log out of the application Ctrl Alt L Open the Projects filter list Ctrl Alt 1 Open the Status list Ctrl Alt 2 Open the Time frame list Ctrl Alt 3 Focus on the Filter field Ctrl Alt 4 Start the search for the filter Ctrlt Alt G Clear the Filter field Ctrl Alt R Save Ctrl Alt Enter 38 Using P6 Team Member Web Cancel Esc Move to the next element Tab Confirm a selection Enter Dialog Boxes Action Shortcut Close the dialog box Ctrl Alt X Open the Help Ctrlt Alt H Task Pane Action Shortcut Focus on the task list Ctrl Alt T Move up and down the task list Up and down arrows Start a task Ctrl Alt S Open Discussion dialog box Ctrl Alt D Send an e mail Ctrl Alt E Star a task Ctrl Alt F Complete a task Ctrl Alt C Open Notebook
78. sssesssese 31 Working with the Discussion Feature sesssssssssssssseosssossecseseosseosseeeseeessees 31 Viewing and Posting Messages ssssssssessseseseseseesseeosssosseesssesesessseessee 32 Starring TASKS sos caxc sive carerevansisnassenss EEEE E ETE CRE SREE cans EE Ea a 32 Sending E Mail About a Task crsicsosirsissosoriiccriccsirooscerrcerrererrossecereors siit osdtnuis 33 Working with Multiple Tasks in Edit Mode ccscscscoscscccsscsccesesavecscsceessesosens 34 Completing Multiple Tasks sessnsssesssesesessssessssosssossecssseseseseseessesessees 35 Starring Multiple TASKS 50 lt ssscsvaeveedveweasnavercs ner ee tska rik ienr nt taakse Saen nies saka 35 Configuring Preferences for the P6 Team Member for iPhone App sssssssssssssssssses 36 P6 Team Member User s Guide Using P6 Team Member Web sisess ccvcenes ccwceasd cawevned cceceeas cavewess caeceessceseeessccecsans 37 P6 Team Member Web OVEIVIEW sxcsvessacesecsie ven cssacontextavsenves cerca daneeeewii veer voce 37 Keyboard SHOMEUIS lt icccioredis cecsendieteseeaidads aes cheleaiieabedetdeeiienssiebicaddeeedenss 38 MASKS o sse e en ete EESE E wa pe ee ee eee 41 Working with Tasks ciccccs edereearcadvevdeiaevn cies dena ARTET REEE EEVA EVOKE REEE ENRE 42 Viewing TASKS ccscrteusticericnevvebsceiecasureesteauanieareseieiensanis aE E E arian 45 Starting TASKS ocsid anonanse ETA ENEE ee eden cece EEEE E eee 46 Updating TS Se alesis is en ed pe a ton ih nw EEE
79. stribution filter As a team member all P6 Team Member interfaces enable you to gt View only your assigned tasks gt Provide status on your tasks The project manager customizes the status fields in your view These fields can include time spent time left complete remaining duration start date and finish date P6 Team Member for iPhone App You can use the P6 Team Member for iPhone app to gt Modify your view to group your task list by current status including Active Due Overdue Starred or Completed by project and by time frame including Today This Week Next Week gt Mark a task with a star to signify importance to you You can view all your starred tasks in one list when you view your task list by the Starred option P6 Team Member User s Guide View a list of all your steps for a task Add edit or delete steps to more accurately reflect your work if you are given the privileges by your project manager You can enter the complete to show progress on a step View the codes and UDFs associated with a task for additional information about the task Update codes and UDFs if your project manager requires you to provide status using these fields Communicate with the project manager about a task by posting messages using the Discussion feature All messages are saved with the selected task Communicate with the project manager or other team members through e mail If a picture helps illustrate your message you c
80. t the Started date to a date past the current date Using P6 Team Member Web b Enter your status For example Time Spent or Complete Note If Time Left is greater than zero the amount of time added to Time Spent will be deducted from the amount in Time Left If Time Left is zero then there is no change to this field 4 Select Save Citrl Alt Enter Tips gt gt As you make updates to your work units your progress is shown in the progress indicator in the task pane You can mark a task complete without indicating progress When you mark a task that has not been started as complete the task is automatically marked as started the planned dates become the started and finished dates and the time left becomes the time spent If your task is a milestone you are not presented with a start button For a milestone select 7 Complete Task Ctrit Alt C and update the Started date for a start milestone or the Finished date for a finish milestone Step me through Vewng TASKS ee espai arna E eee a Ea e OER EErEE eRe 45 Wore shlas BLS B TE E A AA E A 48 Adding Steps eee e E S 64 Updating Progress ONS he 9S ssasecrinscocecesessainsspsdacrsartaaiciatatiteansstiaanrncacnaenaenniaccianene 64 MONA TI TASKS siririn reae e E eE E EER E niia 50 Learn more about VOPR ANE S E E E E E E 42 Working with STEDS erener eieae e a a TEE EE R aii ea 63 47 P6 Team Member User s Guide Updating Tasks Update your tasks to reco
81. tep me through PIMA SIOPS ereere a E a aaa 64 Updating Progress ON STe DSen ne r o EENET 64 63 P6 Team Member User s Guide Add steps to a task to list the activities or the process used to complete a task To add a step to a task 1 Select a task 2 In the Steps panel a Select Add Ctrl Alt A 3 In the Steps dialog box a Enter a name for the step b Select Save Ctrl Alt Enter Tips gt If you do not see the Add button in the Steps panel then you do not have privileges to add steps to the task gt To delete a step select the step and then select X Delete Ctrl Alt R Step me through Updating Progress On SSIS lt aisssosancasnarsinsaisnasaneransalndannnigmanseanaiddseinuteansniiednnnveiinenmatndas 64 Learn more about WOKING WIA STOO Sreser a a e adan 63 Update your steps to record your progress To update progress on a step 1 Select a task 2 In the Steps panel a Select More Ctrl Alf M to view all steps if all steps are not visible b In the Complete field enter a percentage value for your work complete c If you are finished with the step either Enter 100 in the percentage field Select Y Complete Step Ctrl Alt C Select Save Ctrl Alt Enter Q 64 Using P6 Team Member Web Tips gt Depending on the settings configured by your project manager your Complete for the task may be calculated using steps Steps either have equal weight or are weighted a
82. ts To e mail comments and a photo about a task 1 On the Home page tap Active Due Overdue Starred or Completed 2 On the Tasks page tap a task 3 On the Task Details page tap q E Mail or tap E mail with Photo 4 These substeps apply only if you tap E mail with Photo to attach a photo image to your e mail message a Tap Choose Existing Photo to select an existing photo on your device b If your device is equipped with a camera tap Shoot Photo to take a new picture 5 On the e mail form a Specify the recipients b Enter your custom message above the auto inserted activity information For example you might provide an explanation for your status update or an additional description to accompany a photo c Tap Send 6 Tap Cancel to return to the list 7 Tap Home when you are finished 33 P6 Team Member User s Guide Tip E mail itself is not provided by the P6 Team Member for iPhone app The app uses your device s e mail application and its settings contacts etc If you experience a problem sending e mail check the outbox in your e mail application or consult your network administrator Working with Multiple Tasks in Edit Mode To help you mark multiple tasks complete or star them the P6 Team Member for iPhone app offers a quick multi task Edit mode Using Edit mode you first select the tasks you want to mark and then designate them as completed or starred all at once mentation Phase I
83. up of tasks and press Enter or select Go The search retrieves matches for tasks that include all words entered in the Filter field Step me through SES aia fl o s EEA AEEA aa tar mr ncteTernee vate nr riven AA 46 Upaatng NG teacsdasrsentatadeoxcasauiedaadhatiasactanenaa hoe meaasbaneiextonsiersaeecdseececianctbiatmadeaseeacasdnt 48 STAMINO TASKS iaeaea ona a eaa aa gunk AAEE aS NEA E Ea Ea Raa 50 SOUT Ee BO N HS oar cares E aandus dadesadtatamecausanias tax iaasder satan 50 Viewing Predecessor OF SUCCESSOR TASKS iia sd aassiedtsnscassensazaiscdsancnesiannseindansnnanansncellies 61 Learn more about Working with ISS ss cc craseateacarncebpmsadondtene dadaniaaa hace iteabdawpvaaosdinacadasanbunahacasaunbanenvaioasees sopens 42 Working with Related TOSS ssicincsnnadececalanaciednadutas salaweanacblocsdaldapmedablorssuciseumaseharadenans 59 Starting Tasks After you start working on a task report your progress Note The fields displayed in your view are customized by your project manager Not all fields mentioned here are available in your view and there may be additional fields in your view not mentioned in the procedure Discuss with your manager the fields you need to update to provide status on your tasks To start a task 1 2 3 46 Select a task Select Start Ctri Alt S In the progress panel a Update the Started date field if you started the task on a date other than the scheduled date Note You cannot se
84. update the status of one or more tasks at the same time click Reply 7 Inthe reply message a Enter your status updates using the approved formatting Notes To avoid potential errors delete the original value in its entirety before entering an updated value 73 P6 Team Member User s Guide If the same task is listed twice in your task list you are assigned as a resource to this task and you are also either assigned as the activity owner or you are assigned a Team Member work distribution filter that is capturing the same task Update only one of the two tasks per e mail update If you need to update both tasks request another task list and then update the second task b Click Send A confirmation message will be sent to you after your updates have been processed Note If you need assistance with the options syntax or required formatting of these messages send an e mail message with only the word Help or in the subject line to receive more detailed instructions E mail Statusing Service Task Filter Options As a team member or project manager you must follow the syntax and formatting for the filter options below when sending a request to E mail Statusing Service Filter Options There are three types of request filters Status Time Frame and Project A status request is a minimum requirement a time frame and project request are optional extensions to the status request For team members a valid request for a
85. viewing tasks you can indicate that you have started working on them To start a task 1 On the Home page tap Active Due Overdue or Starred 2 On the Tasks page tap the task you want to update 3 On the Task Details page 24 Using the P6 Team Member for iPhone App a View the project name WBS and start by date to verify this is the task you want to start You cannot edit these fields b Tap Start to indicate your work on this task has just started Under the When did you start this task prompt tap Done to accept the original value or slide the day month and time controls if enabled to select another actual start date and then tap Done Note You cannot set the Started date to a date past the current date c Tap Save 4 Tap Home when you are finished Updating and Completing Tasks After viewing your tasks and recording that progress has started you can update their progress The steps below assume you are updating Time Spent and Time Left If your project manager assigned you different fields to update you can update them in a similar manner To update a task 1 On the Home page tap Active Due Overdue or Starred 2 On the Tasks page tap the task you want to update 3 On the Task Details page tap the item and adjust the value you want to update a Tap Time Spent and align the spinning days and hours to reflect the actual time spent Tap Done b Tap Time Left and align the spinning day and hour

P6 Team Member User`s Guide - L&T Hydrocarbon Enterprise

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P6 Team Member User`s Guide - L&amp;T Hydrocarbon Enterprise

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P6 Team Member User`s Guide - L&T Hydrocarbon Enterprise