Link Contract Management and P6 Projects

Contents

When the Contract Management and P6 applications are linked, you can then link a specific project in P6 to a Contract Management project. This will enable you to view up-to-date contractual information for the project within portlets.

To link a Contract Management project to a P6 project:

1. Click Projects.
2. On the Projects navigation bar, click EPS.
3. On the EPS page:
   1. Select a project.
   2. Click the Actions menu and select Set Project Preferences....
4. In the Project Preferences pane, click Contract Management.
5. On the Contract Management page, click Group Name: Project Name .
6. In the Primavera P6 dialog box, log on to Contract Management.
7. In the Select Project and Group dialog box, expand a project, select a group, and click OK.
8. In the Project Preferences dialog box, click Save to continue working or click Save and Close if you are finished.

Tips

To link the project to a Contract Management project, you must have a valid user name and password. If you have a Contract Management user name and password that is the same as the user name and password with which you are currently logged in to P6, you are not prompted to log in again. If you do not have the same user name and password for both applications, you must enter a valid Contract Management user name and password in the Primavera P6 dialog box.