Tour of the Schedule Toolbar and Views
Inside a project, everything is reached from two places: the view buttons across the top, and the toolbar above the schedule.
Views
The main buttons are Overview, Gantt, Lookahead, and Field. The More views… dropdown has the rest:
| Group | Views |
|---|---|
| Schedule | Network, Calendar, Timeline, Subprojects |
| Planning | Team, Work plan, Pull board |
| Performance | Earned value (EVM), Claims |
- Overview holds project information, the start or must-finish date, and the weather location.
- Gantt is the main grid-and-bars scheduling view.
- Lookahead shows the next three weeks of critical, near-critical, and in-progress work. See Lookaheads.
- Field is a phone-friendly screen for recording progress. See Update progress from the field.
- Network is an activity-on-node logic diagram. Ctrl+scroll zooms and dragging pans.
- Calendar shows a month grid of activities. Timeline shows milestones and critical activities on one line, handy for a summary slide.
The quick-actions row
Always visible on the Gantt: Undo, Redo, Draw link, Critical only, the Search activities… box, the Scale (Day, Week, Month, Quarter, Year), and Update progress.
Toolbar menus
| Menu | What's in it |
|---|---|
| File ▾ | Import schedule, Import history |
| Display ▾ | Grouping, bar labels, the detail panel, Gantt + network split view, zoom, saved layouts, float and long-lead filters |
| Analysis ▾ | Capture baseline, Compare baseline, Owner pack, Validation, Recurring activities, Level resources, Resource load, What-if scenario |
| Project tools ▾ | RAID, Long-lead, Claim digger, Expenses, Thresholds, Structure & codes, Calendars, Resources |
| Export ▾ | Excel, MSPDI, P6 XER, P6 PMXML, CSV, SVG, PDFs, Browser print |
| Share & reports ▾ | Delay report, Owner notice, Calendar .ics, Digest, Project info, Share link, PM bridge |
People with view-only access see a shorter set: editing commands like Import, Capture baseline, and What-if are hidden.
Commands & help
Can't find something? Click Commands & help and start typing. It searches every action and view, for example "baseline", "undo", or "network", and includes Why is this scheduled here?, which explains what's driving the selected activity's dates.
Columns
Click the ▾ next to the Activity column header to show or hide columns: ID, WBS, Activity, Preds, Dur, Start, Finish, Constraint, Cal, TF, FF, Cost, AC, Codes, and %. Click a header to sort. Save your setup as a layout so it comes back next time. See Saved layouts, filters, and grouping.
Keyboard
See Keyboard shortcuts.