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Primavera provides the following documentation to assist you when using Primavera P6. Click the links below to view document descriptions and access each document.
Primavera P6 Administrators Guide Primavera P6 Project Management Reference Manual Primavera P6 Methodology Management Reference Manual Primavera P6 Web Services Administrators Guide Primavera P6 Integration API Administrators Guide Migrating from P3 to P6 Guide Primavera P6 Compression Server Administrators Guide Tested Configurations Import/export data mappings Manual database upgrades Schema documentation and diagrams SDEF Conversion Guide Other Primavera P6 Documentation

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Primavera P6 Administrators Guide


The Primavera P6 Administrators Guide is customized per industry and describes how to: Prepare for your Primavera implementation
Automatically install, configure, and upgrade Primavera Oracle or SQL database(s), optimize database performance, configure the database servers, and change database configuration settings Install and configure the following server components: the P6 Web Access application server, Primavera Group Server (Timesheets application server), Distributed Job Service server, and content repository Install and configure the following Primavera components (either automatically or using an unattended setup): P6 Web Access, Project Management, Methodology Management, Timesheets, ProjectLink, Software Development Kit, Job Service, and Distributed Job Service Configure security including defining users, assigning product licenses, creating and assigning profiles, configuring authentication, and defining access to OBS elements, resources, and P6 Web Access functionality Set administrative preferences for the Project Management module, Methodology Management module, and Timesheets

Which version of the Primavera Administrators Guide do you want to view? Technology and Manufacturing Construction and Engineering Power, Energy, and Process Public Sector/Aerospace & Defense

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Primavera P6 Project Management Reference Manual


The Primavera P6 Project Management Reference Manual is customized per industry, describes Primaveras approach to managing projects, and introduces you to the Project Management module. This manual describes how to use the Project Management module to:
Create projects and set up your global (enterprise) data structure, including the Enterprise Project Structure (EPS), Organizational Breakdown Structure (OBS), resource and role hierarchy, budgets, project codes, calendars, and user-defined fields. Implement the project schedule by defining a Work Breakdown Structure (WBS), creating and assigning activity codes, adding project activities, defining activity details, establishing relationships, assigning resources/roles to activities, defining cost accounts, adding expenses, and more. Once projects are underway, create and maintain baselines for comparison, update and schedule projects, level resources, apply actuals, store period performance, summarize projects, add issues, risks, and thresholds, assign work products and documents, create reflection projects, and track project progress. Group, sort, and filter data; create, save, and print layouts; adjust the timescale; format charts and spreadsheets; customize columns; create, run, and print reports; and, publish a project website. Exchange data with other Project Management module users, as well as Primavera Contract Manager, Primavera Contractor, Primavera Methodology Management, Primavera Project Planner (P3), Microsoft Project, and Microsoft Excel.

Which version of the Project Management Reference Manual do you want to view? Technology and Manufacturing Construction and Engineering Power, Energy, and Process Public Sector/Aerospace & Defense

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Primavera P6 Methodology Management Reference Manual


The Primavera P6 Methodology Management Reference Manual is customized per industry and describes how to store your companys best practices as reusable project plan templates. This manual describes how to use the Methodology Management module to: Create methodologies and define global methodology data such as methodology codes, the Work
Breakdown Structure (WBS), the Organizational Breakdown Structure (OBS), the resource and role hierarchy, and user-defined fields. Create a project schedule template by creating and assigning activity codes, adding project activities, defining activity details, establishing relationships, assigning resources/roles to activities, adding expenses, adding risks, creating a document library, and more. Group, sort, and filter data; create, format, save, and print layouts; customize columns; and, create, run, and print reports.

Which version of the Methodology Management Reference Manual do you want to view? Technology and Manufacturing Construction and Engineering Power, Energy, and Process Public Sector/Aerospace & Defense

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Primavera P6 Web Services Administrators Guide


The Primavera P6 Web Services Administrators Guide describes how to install, configure, and deploy P6 Web Services, which enables organizations to seamlessly integrate Primavera functionality into other web-based applications using web services standards. This guide also describes how to:
Configure database settings Define P6 Web Services configuration settings Configure authentication modes

Click here to view the Primavera P6 Web Services Administrators Guide

Additional P6 Web Services documentation for developers The following P6 Web Services developer documentation is available in your P6 Web Services installation directory or from the Windows Start Menu after installation: The Primavera P6 Web Services Programmers Guide, available as an HTML help system, describes how to invoke, use, and troubleshoot the available services/methods within supported environments. The Primavera P6 Web Services Reference Manual, also available as an HTML help system, comprehensively describes all services and operations available in P6 Web Services.

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Primavera P6 Integration API Administrators Guide


The Primavera P6 Integration API Administrators Guide describes how to install and configure the P6 Integration API (Application Programming Interface), which allows direct access to the Project Management module via Java. This guide also describes how to:
Deploy the P6 Integration API in remote mode Configure database settings Define P6 Integration API configuration settings Configure authentication modes

Click here to view the Primavera P6 Integration API Administrators Guide

Additional P6 Integration API documentation for developers The following P6 Integration API developer documentation is available in your P6 Integration API installation directory or from the Windows Start Menu after installation: The Primavera Integration API Programmers Reference describes how to access and write code against the API.

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Migrating from P3 to P6 Guide


The Migrating from P3 to P6 Guide introduces you to P6 and describes the benefits of upgrading from P3 to P6. This guide also:
Describes the P6 implementation process and helps you develop an implementation strategy Lists the terms and fields used in P6 and how they correlate to P3 terms and fields Provides useful tips to refer to when getting started in P6 Provides best practice information for you to consider before converting projects from P3 to P6 Guides you through the conversion process

Click here to view the Migrating from P3 to P6 Guide

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Primavera P6 Compression Server Administrators Guide


The Primavera Compression Server compresses data to enable faster data transfer between the Primavera database and the Project Management module client. The Primavera P6 Compression Server Administrators Guide provides installation and configuration information for the Primavera Compression Server, including:
Overview of the Compression Server architecture Compression Server installation planning and prerequisites Database server configuration Compression Server configuration Configuring database connection settings Troubleshooting information

Click here to view the Primavera Compression Server Administrators Guide Click here to view a Compression Server White Paper

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Tested Configurations
To view the supported hardware and software configurations for P6.2, refer to the Tested Configurations document. This document lists the following types of supported hardware and software:
Databases Database Client Software Java Application Servers Web Servers Client Operating Systems Browsers Client JREs LDAP Software Single Sign-On Environments Citrix Software Other Primavera Applications

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Import/Export Data Mappings


Primavera provides several documents that detail how data is mapped between the Project Management module and other data formats and applications. You can exchange data between Project Management module users using XER (Primaveras proprietary exchange format) or XML files. You can also exchange data with Primavera Contract Manager (formerly Expedition), Primavera Contractor, Microsoft Project, and Microsoft Excel users. Click the links below to view the associated import/export data mappings.
XER import/export tables and fields exported to XER when exporting Projects XER import/export tables and fields exported to XER when exporting Resources only XER import/export tables and fields exported to XER when exporting Roles only XLS import/export columns and fields exported to XLS files MSP import/export data mappings between the Project Management module and Microsoft Project (formats other than MPX) MPX import/export data mappings between the Project Management module and Microsoft Project Expedition 8.5 data mappings for import from Expedition 8.5 to the Project Management module Expedition 9.x and later data mappings for import from Expedition 9.x and later (now known as Contract Manager) to the Project Management module

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Manual Database Upgrades


Primavera recommends that you automatically upgrade your Primavera database(s) using Primaveras automatic database upgrade utility; however, you can manually upgrade your Primavera database(s) if necessary. You can manually upgrade a 5.0, 6.0, or 6.1 Oracle or SQL database to P6 version 6.2 using the instructions in the following documents:
Manually upgrade a Primavera Oracle database to P6 version 6.2 Manually upgrade a Primavera SQL database to P6 version 6.2

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Schema Documentation
Primavera provides two zip files that contain the tables and fields that comprise the P6 database schema, one each for Project Management and Methodology Management. Primavera also provides diagrams of the Project Management and Methodology Management schemas.
View the P6 Project Management schema tables View the P6 Methodology Management schema tables View a diagram of the P6 Project Management schema View a diagram of the P6 Methodology Management schema

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SDEF Conversion
Use the SDEF Conversion utility to convert your projects to/from SDEF (Standard Data Exchange Format). The SDEF format enables users of different project management tools to exchange project data. Refer to the SDEF Conversion Guide for more information.

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Other Primavera Documentation


In addition to the documentation provided on physical media or download, Primavera provides comprehensive documentation for all of its products, including the following: Help Systems P6 Web Access Help is web-based Help for users and application administrators and is available within the application. Each window, page, tab, and portlet has a dedicated, context-sensitive Help page. This Help system includes a tutorial to get you started creating and managing projects in P6 Web Access, and provides detailed descriptions of the functionality available in each section of the application. Project Management Help is available within the application, from the Windows Start menu, or from the Primavera installation folder (Project Management subfolder). Methodology Management Help is available within the application, from the Windows Start menu, or from the Primavera installation folder (Methodology Management subfolder). ProjectLink Help is available from any ProjectLink dialog within Microsoft Project, from the Windows Start menu, or from the Primavera installation folder (ProjectLink subfolder). Timesheets Help is web-based Help available within the application. Manuals/Other Documents Software Development Kit (SDK) documentation is automatically downloaded to the \Program Files\Common Files\PrimaveraCommon\PMSDK\Doc folder. The SDK documentation includes a Programmers Reference Manual and field definitions.

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