In this section:
· What is the Project Configuration Wizard for?
· Starting the Project Configuration Wizard
· Navigating the Project Configuration Wizard
The Project Configuration Wizard controls aspects of how P3 projects are viewed in Weavecentrix Desktop and some defaults used when you transfer work order into your P3 project.
To start the Project Configuration Wizard
1. Login to P3 using the toolbar button on the P3 toolbar.
2. Click on the Project Configuration button on the P3 toolbar or select the Project Configuration menu option off of the Activities menu.
This loads the wizard and puts you into the wizard welcome screen.
The welcome screen shows the basic navigation buttons used in all of the wizards in Weavecentrix Desktop. The Next and Back buttons move you between the wizard’s screens. You can exit out of the wizard at any time using Cancel button on by closing the dialog using the Windows close button at the top right of the dialog.
The wizard starts with the Welcome Screen and then has 3 screens which do the work of the configuring your project. These screens are as follows:
· Project View – controls which projects are shown when you view P3 projects in the Open Project dialog box.
· Project Calendar – display a warning if a P3 project does not have a specific calendar set up.
· Project Defaults – control the activity numbering sequence in P3 for new activities.
Finally, the wizard has a Summary Screen which is used so that you can check any changes you are about to make before you save the changes.
Once you click on the Next button on the Summary Screen, any pending changes are made to your Filter Template. The final screen confirms that these changes have been made. Click on the Finish button to close the wizard.
