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

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Administering Users, Access and Views in P6 EPPM
(Web) Release 8 and later
Mike Wilson
Technical Support Engineer

5
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
© 2012 Oracle Corporation – Proprietary and Confidential

6
Previous Admin Features
Admin Menu From 7.0
Windows Client
Admin Menu From 7.0 Web
Access

7
New Administer Menu in 8.1

8
Application Settings

9
Application Settings- Data Limits

10
Application Settings- Earned Value

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Application Settings- General

12
Application Settings- ID Lengths

13
Application Settings- Services

14
Application Settings- Timesheets

15
Application Settings- Time Periods

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Enterprise Data

17
Enterprise Data- Global

18
Enterprise Data- Projects

19
Enterprise Data- Activities

20
Enterprise Data- Resources

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Enterprise Data- Risks

22
Enterprise Data- Issues

23
Enterprise Data- Documents

24
Global Scheduled Services

25
User Access

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User Access- Users

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User Access- Users (cont.)

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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.

29
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.

30
User Access Tips (cont.)
• Clicking on the Count
icon in the
Toolbar will show you
the number of users
currently assigned to
each module.

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User Access- OBS

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User Access- Global Security Profiles

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Global Security Profiles-
Administration

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Global Security Profiles- Codes

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Global Security Profiles- Global Data

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Global Security Profiles- Resources

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Global Security Profiles- Templates

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Global Security Profiles- Tools

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Global Security Profiles- Views and
Reports

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User Access- Project Security Profiles

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Project Security Profiles- Activities

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Project Security Profiles- Codes

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Project Security Profiles- EPS and
Projects

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Project Security Profiles- Project Data

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Project Security Profiles- Related
Applications

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Project Security Profiles- Resource
Assignments

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Project Security Profiles- Timesheets

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Project Security Profiles- Tools

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Project Security Profiles- Views and
Reports

50
User Interface Views

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Creating a New User Interface View

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User Interface Views- Dashboards

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User Interface Views- Portfolios,
Resources, and Projects

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User Interface Views- Administer

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User Interface Views- Activity Editing

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User Interface Views- Users

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User Sessions

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Dashboards

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Manage Dashboards

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New Dashboard- Content

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New Dashboard- Layout

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New Dashboard- Access

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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.

64
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.

65
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.

66
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.

68
THANK YOU

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

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