This chapter contains the following topics:
To be able to perform JD Edwards EnterpriseOne OMW tasks, one must first exist as a user in the related JD Edwards EnterpriseOne system. Then, when you add a user to a project, you assign that user at least one JD Edwards EnterpriseOne OMW role. You can control what actions each user can perform by assigning at least one role to that user. The user role defines the user's function within the project organization. Roles in the JD Edwards EnterpriseOne OMW system are separate from roles in JD Edwards EnterpriseOne software. When you define user roles, you specify a user defined code value or job title for roles that can be played on a project. You can either assign predefined user roles or create your own user roles.
You can also remove a user from a project by removing all of the user's roles for that project.
This section provides an overview of user searches and discusses how to:
Search for users by name or ID.
Search for users by class or group.
Conduct a search before you add users to a project. You can search for user names or IDs, or you can perform an advanced search and find users based on their class or group.
Note:
Searches are case-sensitive. When entering your search criteria, enter the commonly accepted spelling in standard capitals and lower case. If you receive no search results, try different capitalization or spelling.Access JD Edwards EnterpriseOne OMW.
In JD Edwards EnterpriseOne OMW, click the Search.
Complete these fields:
Category
Enter Owners.
Search Type
Search
Entries in this optional field must match the search type that you selected.
You can use | to specify a search suffix. For example, if the category is Owners and the search type is Address Book# | Search Type, entering *|E displays all entries in the Address Book with a search type of E for employee.
Click the Search button next to the Search field.
Access JD Edwards EnterpriseOne OMW.
In JD Edwards EnterpriseOne OMW, click the Search.
Complete these fields:
Category
Enter Owners.
Search Type
Click Advanced Search.
In JD Edwards User ID Search and Select, complete one or more of the Query by Example columns and click Find.
Select the users that you want, and then click Select.
This section provides an overview of users in projects and discusses how to:
Add users to projects.
Remove users from projects.
Change user properties.
To affect a project and the objects within that project, a user must be added to the project. When added to the project, a user is assigned a specific role. This role dictates the kind of actions that the user can perform. A user can be added to a project more than once with different roles. Additionally, some roles can be associated with several users. For instance, a project might include several developers.
Access JD Edwards EnterpriseOne OMW.
In JD Edwards EnterpriseOne OMW, click the project to which you want to add the users.
Set up a list of users to add to the destination project by performing a search using the Search in the information window.
In the search form, select the user to be added to the destination project.
Verify that the owner's node in the destination project in the project window is highlighted. If it is not highlighted, click it.
With the user to be added highlighted, click the Add Object or User to Project button in the center column.
In Add User to Project, enter the role and lead, and then click OK:
Note:
To add a user in more than one user role, repeat the add user procedure and select a second user role for the same user. Different functions are enabled for different user roles, according to their allowed (user) actions. These actions are configured by the administrator for your project using the configuration program of the JD Edwards EnterpriseOne OMW.Access JD Edwards EnterpriseOne OMW.
In JD Edwards EnterpriseOne OMW, select a user in the project window.
Click the Remove Object or User from Project button in the center column.
Note:
Removing a user from a project does not delete the user from the system.Access JD Edwards EnterpriseOne OMW.
In JD Edwards EnterpriseOne OMW, select a user (owner) in the project window, and then click Select.
In Project User Details, complete these fields, and then click OK:
User Role
Project Lead
Estimated Hours