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Goal: Hot Keys & Icons For Project Management

This document defines hot keys and icon functions for project management in three or fewer sentences: The document lists hot key shortcuts for navigation and common functions like opening, saving, printing, and editing. It also defines icons that allow manipulating views of project and activity data through options like filtering, grouping, scheduling, and leveling resources. The icons further provide tools for editing activity details, predecessors, successors, expenses, risks, and other project management elements.

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Gyan Farsal
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0% found this document useful (0 votes)
117 views11 pages

Goal: Hot Keys & Icons For Project Management

This document defines hot keys and icon functions for project management in three or fewer sentences: The document lists hot key shortcuts for navigation and common functions like opening, saving, printing, and editing. It also defines icons that allow manipulating views of project and activity data through options like filtering, grouping, scheduling, and leveling resources. The icons further provide tools for editing activity details, predecessors, successors, expenses, risks, and other project management elements.

Uploaded by

Gyan Farsal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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      Hot Keys and Icon Definitions for Project Management   

Goal:  Hot Keys & Icons for Project Management

ALT – F: File Menu

ALT – N: New… or Crtl+N

ALT – O: Open… or Crtl+O

ALT – S: Close All or Crtl+W

ALT – L: Login as a Different User…

ALT – U: Page Setup…

ALT – V: Print Preview

ALT – P: Print… or Ctrl+P

ALT – A: Project Architect…

ALT – I: Import…

ALT – E: Export…

ALT – H: Check In…

ALT – K: Check Out…

ALT – T: Import from Expedition

ALT – C: Select Project Portfolio…

ALT – M: Commit Chang

ALT – R: Refresh Data or <F5>

ALT – 1, 2, 3 or 4: Each number will


correspond to the last four projects
that were

            Opened.  
ALT – X: Exit
ALT – E: Edit Menu  

ALT – U: Cut or Crtl+X  

ALT – C: Copy or Crtl+C

ALT – P: Paste or Crtl+V

ALT – A: Add or <Ins>

ALT – D: Delete or <Del>

ALT – O: Dissolve

ALT – I: Assign
ALT – R: Resources…
ALT – L: Resources by
Role…
ALT – O: Roles…
ALT – C: Activity Codes…
ALT – P: Predecessors…
ALT – S: Successors…

ALT – K: Link Activities

ALT – W: Fill Down or Crtl+E

ALT – L: Select All or Crtl+A

ALT – F: Find… or Crtl+F

ALT – N: Find Next or <F3>

ALT – R: Replace or Crtl+R

ALT – S: Spell Check… or <F7>

ALT – M: Project Management


Sam…

ALT – E: User Preferences…

 
 
ALT – V: View Menu  

ALT – O: Layout  

ALT – B: Bars…

ALT – L: Columns…

ALT – M: Timescale…

ALT – T: Attachments
ALT – C: Curtain
ALT – T: Text

ALT – A: Activity Network


ALT – N: Activity Network
Options…
ALT – P: Open Network
Positions…
ALT – E: Save Network
Positions…

ALT – Y: Bottom Layout Options…

ALT – F: Filters

ALT – G: Group and Sort…

ALT – W: Show on Top


ALT – A: Activity Table
ALT – G: Gantt Chart
ALT – U: Activity Usage
Spreadsheet
ALT – C: Activity Network

ALT – H: Show on Bottom


ALT – N: No Bottom Layout
ALT – D: Activity Details
ALT – A: Activity Table
ALT – G: Gantt Chart
ALT – U: Activity Usage
Spreadsheet
ALT – S: Resource Usage
Spreadsheet
ALT – P: Activity Usage
Profile
ALT – R: Resource Usage
Profile
ALT – T: Trace Logic

ALT – I: Hint Help

ALT – E: Expand All

ALT – C: Collapse All

ALT – R: Toolbars
ALT – V: Navigation Bar
ALT – G: Navigation Bar
Button Text
ALT – D: Directory
ALT – T: Directory Button
Text
ALT – C: Command Bar
Button Text
ALT – A: Activity Toolbar
ALT – S: Status Bar

ALT – K: Back

ALT – D: Forward

No Associated Hotkey: Home

 
ALT – P: Project Menu  

ALT – A: Activities

ALT – S: Resource Assignments

ALT – W: WBS

ALT – B: Baselines…

ALT – E: Expenses

ALT – D: Work Products and


Documents

ALT – T: Thresholds

ALT – I: Issues

ALT – R: Risks

ALT – P: Set Default Project…

 
ALT – N: Enterprise Menu  

ALT – P: Projects

ALT – N: Enterprise project


Structure…

ALT – C: Tracking

ALT – F: Resources

ALT – O: Roles…

ALT – B: OBS…

ALT – S: Resource Codes…

ALT – J: Project Codes…

ALT – T: Activity Codes…

ALT – L: Calendars…

ALT – H: Resource Shifts…

ALT – A: Cost Accounts…

ALT – D: Funding Sources…

ALT – U: Resource Curves

ALT – N: External Applications…


 

 
ALT – T: Tools Menu  

ALT – T: Time Approval…  

ALT – E: Top Down Estimation…

ALT – A: Apply Actuals…

ALT – S: Schedule or <F9>

ALT – L: Level Resources… or


<Shift>+<F9>

ALT – Z: Summarize
ALT – O: Open All Projects
ALT – A: All Projects
ALT – S: Summary Only
Projects

ALT – J: Job Services…

ALT – O: Period Closeout

ALT – G: Global Change…

ALT – M: Monitor Thresholds…

ALT – I: Issue Navigator…

ALT – R: Reports
ALT – R: Reports
ALT – G: Report Groups…
ALT – B: Batch Reports…

ALT – W: Report Wizard…

ALT – P: Publish
ALT – P: Project Web Site…
ALT – A: Activity Layouts…
ALT – T: Tracking Layouts…

ALT – C: Check Project Integrity…


ALT – U: Recalculate Resource
Costs…

ALT – N: Set Language…

 
ALT – A: Admin Menu  

ALT – U: Users…

ALT – S: Security Profiles…

ALT – N: Admin Preferences…

ALT – C: Admin Categories…

ALT – R: Currencies…

ALT – T: Timesheet Dates…

 
ALT – H: Help Menu  

ALT – C: Contents…

ALT – A: About Project Manager…

ALT – B: Suggestion Box!...

Icon Definitions:
The following boxes work with the Project & Activity data in the top view.

……..Project Table – Removes the vertical split bar, which eliminates the

                                     Gantt chart.

…….Gantt Chart – Replaces the vertical split bar, and shows Gantt chart.

…….Chart View – Shows box relationship and removes the vertical split

                                 bar.

…….Show/Hide Bottom Layout – Show and removes working tabs on

                                                         the bottom.

…….Bars – Bar editing for the Gantt view.

……..Columns – Edit columns by adding, removing, sizing and control

                               information provided in the column header.

…….Timescale – Edit the timescale view

……Filter – Select specific information. Enable you to narrow you selection

                        to a specific data group. Primavera supplies standard filters.

…….Group & Sort – Grouping activities or projects in categories that share

                                    a common attribute. Sort arranges activities, resources or projects


                                    with a group.

…….Project Code – Group multiple projects with identified code fields.

…….Resource Codes – Used to categorize project resources by code

                                         classifications for role up reporting.

….Roles – Roles in which a resource can reside

The following boxes work with the Activity data in the top view.

..........Schedule – Updates progress or reschedules the project immediately

                                according to new information entered. Also run by pressing F9.

..........Level Resources – Automatic process that changes the start of certain

                                            activities.

……...Progress Spotlight – Highlights activities that should have been

                                               worked on during a specific time period.

….Zoom in & Out – Works in the Activities window with the Gantt chart.

……..Resources by Role - All resources assigned to a specific role.

……..Predecessor…Before

 
…….Successor….After

……Activity Codes – Sort and Group activities by activity codes

….Steps – Add weighted steps within a specific activity.

.......Work Products & Documents – Links to stored file pictures or

                                                           documents for activities.

…..Expenses – Non resource cost associated with a project and assigned

                              to activities.

…..Thresholds – Parameters assigned to a WBS element which monitors

                                the project and generates issues.

…...Issues – Identity’s problem within a schedule that must be addressed

                        before the project can be complete.

…...Risk – Identify risk by name, status, type, priority level, and date it

                     was identified.

At the top, Choose……….View – Select the following

….Table, Font, and Rows – Edits row height and fonts

At the top, Choose…..Enterprise – Edits Global information

……Projects – Goes to the Project window.


……Enterprise Project Structure – Opens the EPS Editing box

…...Tracking – Used for resource analysis, histograms and profiles.

…….Portfolio – Selected group of projects that are added to a custom

                             profile.

……Calendars – Assigned to all activities in a project.

…….Activity Steps Template - Templates created to be used across

                                                   multiple projects.

……Cost Accounts – Track activity cost and earn value through project life

                                      cycle.

……Resource Curves – How you want distribution of cost or units spread

                                         over the duration of an activity.

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