Introduction to Primavera P6 Professional> Getting Familiar with the Primavera P6 Interface
Getting Familiar with the Primavera P6 Interface (6m 24s)
In this lesson, we'll take a walk through the Primavera P6 interface and understand the key P6 screens. We'll also expand on how Project and Enterprise data is organized in P6.
Video: Getting Familiar with the Primavera P6 Interface
Hi, everyone. Let's get ready. This is our first login into Primavera P6. So, here's the icon on my desktop, and we're going to log into what is right now the latest version of Primavera P6 on-premise version that's version 19.12. So, here's the login screen. Hopefully, you remember the password you set, you set it at install time and probably if you followed our install video, it is the same as the login admin.
On the login screen, I'll just draw your attention to one little thing. There is this databases tab where you can create and delete the available databases to you or connect to other databases including cloud databases, things like that. And you can also just access this dropdown to pick which one you want to log into.
On my PC, I have a few different databases, but you probably just have this PMDB database, which is the default one that would have been installed if you followed the installation video. Pick the one that you want to log into and let's punch in our password and get going. This is a good time for me to bring up the fact that Primavera doesn't look or work very differently among the different versions.
So, if you happen to be on an earlier version of Primavera right now, this training still works perfectly for you because not much, really, has changed and P6 still does the same thing. If you happen to be on a slightly later version, I would guess it's about the same thing as well, P6 doesn't really change that much from version to version.
This training will work and be effective for you across most of the versions. Okay. So, welcome to Primavera P6, your screen should probably look something like this. Now, if you have logged in previously, your screen might look different because P6 saves what you were doing from the last login and just puts you back where you were.
However, I'm on this Projects screen right here. You can see in the black it says Projects, and if you're not here or you have a blank screen, which is toolbars, you can get here by just clicking this projects button on the left-hand toolbar. Now, to get us started, I want to take you through a little bit of the layout. Most of the screens in P6 have a similar layout and I will take you through a few different screens and explain how the screen is set up and how it all works.
So, let's start with this Projects screen. As I said you can access it here and usually there's a shortcut and a menu, so you can also go to the enterprise menu and go to projects to get to this screen as well. As you can see we've got three different areas. We have what we call our spreadsheet area.
So, this is where the data is. It looks like a spreadsheet with columns and rows. To the right of that we also have a Gantt chart. This is a very high-level Gantt chart for the different projects and you can customize it and change it. Everything's customizable here. And then in the bottom half of the screen, we have these tabs and this is what's called a detailed view or the tabbed view.
And when you pick a project from the list up at the top, you'll get information about it on these tabs and all these tabs will show you different information about the item that you've picked. This is the same sort of thing that we'll see in all sorts of different screens in Primavera P6.
One of the nice things about P6 is that when you install it, you can opt to include some sample projects, which is great. So, this is what we have here is a whole bunch of projects in our database and these are all sample projects. And of course, we'll use some of them in this course and we'll give you some others as well. But that's what you're seeing here on this screen.
Now, I want you to get a flavor for some of the screens so let's take some more baby steps and go check out some other screens. So, we can access most of the screens here through this left-hand toolbar. It's called the directory bar in Primavera P6 speak, but probably we'll just call it the left-hand toolbar. Okay.
So, let's go to, we've been to this Projects screen, that's what the one we're on, let's go to the next one. This is the Resources screen. Okay, so this is the Resource screen and, yes, it is completely blank because this is a brand new database and nothing has been configured on it and this is sort of what's going on. We have a filter set here and, well, let's get our feet wet a little bit so that we can see some data.
Let's click this little bar here. It says display and go down here to filter and choose all active resources or rather let's just choose all resources . Okay. So, now we can see some of the data. This is called the Resources screen, sometimes also called the Resource Dictionary.
And this is a place where we can actually build resources that we will later use in projects. More on that in the whole resourcing part of the course. Right now we're just checking out screens. Okay, let's do another screen. Let's go to the third button on the directory bar, the Reports screen. So, here we get into some text reporting and we can run reports from this screen, again, more on that later.
But as you can see, we have this sort of tabbed thing happening at the top so that we can access these screens really easily. Of course, if we would like to close the screens, we can just click the red X and close out these tabs. And occasionally you click too many red Xs and then you get just to a blank screen like this.
But it's okay, because we can just click our projects button again and pull up the Projects screen one more time. Okay. So, we're getting our feet wet a little bit. Now, I will see you in the next video where we will open a project and we will start to look at some additional screens. See you there.