Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later

Administering Users, Access and Views in P6 EPPM

(Web) Release 8 and later

Mike Wilson

Technical Support Engineer

AGENDA

• New Web Administrative Features Setup

• Application Settings

• Enterprise Data

• Global Scheduled Services

• User Access (including adding new users)

• User Interface Views

• User Sessions

• Dashboards

• Prototype User

Previous Admin Features

Admin Menu From 7.0

Windows Client

Admin Menu From 7.0 Web

Access

New Administer Menu in 8.1

Application Settings

Application Settings- Data Limits

Application Settings- Earned Value

Application Settings- General

Application Settings- ID Lengths

Application Settings- Services

Application Settings- Timesheets

Application Settings- Time Periods

Enterprise Data

Enterprise Data- Global

Enterprise Data- Projects

Enterprise Data- Activities

Enterprise Data- Resources

Enterprise Data- Risks

Enterprise Data- Issues

Enterprise Data- Documents

Global Scheduled Services

User Access

User Access- Users

User Access- Users (cont.)

User Access tips

• When you are setting up new users or rearranging

your user access, it is best to first establish your

Global Security Profiles.

• Add one new user to each of your Global Security

Profiles. Once your user is set up to your

specifications, you can then use the copy/paste

function to add the additional users to each group.

User Access Tips (cont.)

• In 8.2, the following information is now copied when

copying existing users which makes it easier for

administrators to manage users: Toolbars for

Activities, EPS, and Assignments views, Global user

preferences, and Assigned user interface views

• Also new in 8.2, you can now use the new Create

Resource from Selected User action on the Users

page to create and assign a resource to an existing

user in one step. This can significantly reduce the

time and effort required to set up resources.

User Access Tips (cont.)

• Clicking on the Count

icon in the

Toolbar will show you

the number of users

currently assigned to

each module.

User Access- OBS

User Access- Global Security Profiles

Global Security Profiles-

Administration

Global Security Profiles- Codes

Global Security Profiles- Global Data

Global Security Profiles- Resources

Global Security Profiles- Templates

Global Security Profiles- Tools

Global Security Profiles- Views and

Reports

User Access- Project Security Profiles

Project Security Profiles- Activities

Project Security Profiles- Codes

Project Security Profiles- EPS and

Projects

Project Security Profiles- Project Data

Project Security Profiles- Related

Applications

Project Security Profiles- Resource

Assignments

Project Security Profiles- Timesheets

Project Security Profiles- Tools

Project Security Profiles- Views and

Reports

User Interface Views

Creating a New User Interface View

User Interface Views- Dashboards

User Interface Views- Portfolios,

Resources, and Projects

User Interface Views- Administer

User Interface Views- Activity Editing

User Interface Views- Users

User Sessions

Dashboards

Manage Dashboards

New Dashboard- Content

New Dashboard- Layout

New Dashboard- Access

Prototype User

• Great if you are going to be adding a large number of

users that you want to have a consistent interface

when they initially log in.

• You can associate default global Dashboards and

global preferences that apply to all new P6 users.

• Define a prototype user configuration, in combination

with defining user interface views.

• The prototype user configuration that you created is

automatically copied to each new P6 user you add.

Prototype User (cont.)

• If you do not create a prototype user

configuration, the default "User Interface View for

new users" will be used to determine which

dashboards will be displayed when a user logs in

for the first time.

• If no "User Interface View for new users" is set,

the user will be prompted to select dashboard

settings during the initial login.

Creating the Prototype User

To create a prototype user:

1.Create a user named "Default“. This User will

represent the default Prototype user, storing the

Portlets display and global preference settings you

specify.

2.Log in to P6 as the new prototype user named

"Default“.

3.Customize the Personal Workspace to specify the

default portlets you want to display for new users. In

addition to choosing the portlets to display, also

specify related portlet options, as necessary.

Creating the Prototype User (cont.)

4. Set the Global Preferences you want to apply to

new users.

5. Log out of P6.

6. Log in to the P6 Administrator Application.

7. Under the configuration to which you want to add

the prototype user, expand the Application node.

8. Select Prototype User, then press F2 to edit the

field.

9. Type the name of the prototype user, click Save

Changes, and exit the Administrator Application.

THANK YOU

Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later

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