Resource security enables you to restrict a user’s access to resources. Each user can have access to all resources, no resources, or a limited number of resources in the resource hierarchy. To provide access to a limited number of resources, you can designate each user one more root resources in the resource hierarchy. The position of the assigned resources in the hierarchy determines the user’s resource access. When the user logs in, the resource hierarchy displays only the assigned resource nodes and their children. Resources outside the user’s root resources are not displayed.
Note: Users with restricted resource access can still view and edit all current project resource assignments if they have the proper project privileges.
You can grant one of the following three types of resource access to each user:
- No Resource Access does not provide access to any resources. This is the default option for new users. With no resource access, the user cannot view any global resource data in the resource dictionary.
- All Resource Access disables resource security and provides access to all resources. With all resource access, the user can view all global resource data in the resource dictionary.Admin Superusers always have all resource access, no matter which option is selected.
- Select Resources Access provides access to up to five selected resources and all their children in the resource hierarchy. Users with this restricted access can view global resource data for resources they have access to.
The following example shows how resource access is determined by the root resource assigned to different users.
Item | Description |
|---|---|
| Shannon Zhu has restricted access with the root resource IT - Information Technology Group assigned. Shannon sees the following resources in the resource dictionary: IT, MathiasL, RiceB, LiR, AbrahamM, WrenJ, AndersonG, SharpeD, VincentI, ChopraA, BennettC, ZhuS, SinghD, CharlesM, LaffertyV, PaxsonD, and ITCon. |
| Vanessa Lafferty has restricted access with the root resources AndersonG - Glen Anderson, VP Development and CharlesM - Mandy Charles, VP IT Ops assigned. Vanessa sees the following resources in the resource dictionary: AndersonG, SharpeD, VincentI, ChopraA, BennettC, ZhuS, SinghD, CharlesM, LaffertyV, PaxsonD, and ITCon. |
| Roy Li has no resource access. Roy cannot see any resources in the Resource Administration page. Roy can see resources assigned to a project he has open in the Assignments detail window and in the Projects Assignments and Resource Assignments pages. Lane Mathis has access to All Resources. Lane can see all of the resources in the entire resource dictionary. |
See the P6 Help for more information on setting up the resource hierarchy.
Tips
- All Resource Access is required for certain features in P6 EPPM. For example, you must have All Resource Access in order to import resources into the resource dictionary via Microsoft Excel (.xls) format.