A global profile definition specifies the individual access privileges associated with the profile. For a global profile, access privileges apply to application-wide information and settings. The module requires you to assign a global profile to each user.
The following table defines each global privilege:
Privilege Name | Description |
|---|---|
Add Assignment Codes | Determines whether the profile will enable users to create assignment codes and code values data. This privilege also selects the 'Edit Assignment Codes' global privilege. |
Add Delete Secure Codes | Determines whether the profile will enable users to create and remove all secure project codes, global and EPS-level activity codes, and resource codes and code values data, as well as all secure issue codes and code values data. This privilege also selects the 'Edit Secure Codes,' 'Assign Secure Codes,' and 'View Secure Codes' global privileges. |
Add Edit Delete Activity Step Templates | Determines whether the profile will enable users to create, modify, and remove Activity Step Templates, which are used to add a set of common steps to multiple activities. |
Add Edit Delete Categories and Overhead Codes | Determines whether the profile will enable users to create, modify, and remove categories and overhead codes data, which can be applied to all projects. Overhead codes are only available to P6 Progress Reporter users. |
Add Edit Delete Cost Accounts | Determines whether the profile will enable users to create, modify, and remove cost accounts data. |
Add Edit Delete Currencies | Determines whether the profile will enable users to create, modify, and remove currencies data. |
Add Edit Delete Financial Period Dates | Determines whether the profile will enable users to create, modify, and remove financial periods data. To edit period data, users must also have the 'Edit Period Performance' project privilege assigned to their profile. |
Add Edit Delete Funding Sources | Determines whether the profile will enable users to create, modify, and remove funding source data. |
Add Edit Delete Global Activity and Assignment Views and Filters | Determines whether the profile will enable users to create, modify, and remove global activity and resource assignment layouts, views, and filters. |
Add Edit Delete Global Calendars | Determines whether the profile will enable users to create, modify, and remove global calendars data. |
Add Edit Delete Global Dashboards | Determines whether the profile will enable users to create, modify, and remove global dashboards. |
Add Edit Delete Global Portfolios | Determines whether the profile will enable users to create, modify, and remove global portfolio configurations in Manage Portfolios Views. |
Add Edit Delete Global Project WBS Portfolio Views and Filters | Determines whether the profile will enable users to create, modify, and remove global project, WBS, and portfolio layouts, views, and filters. This privilege is required to save view changes made to the Portfolio Analysis page. |
Add Edit Delete Global Reports | Determines whether the profile will enable users to create, modify, and remove global reports, including editing report groups and global report batches and saving global reports created or modified in P6 Professional. |
Add Edit Delete Global Resource and Role Teams | Determines whether the profile will enable users to create, modify, and remove global Resource Teams and Role Teams. A Resource/Role Team is a collection of resources/roles. |
Add Edit Delete Global Scenarios | Determines whether the profile will enable users to create, modify, and remove scenarios configurations in the Manage Scenarios link. |
Add Edit Delete Issue Forms | Determines whether the profile will enable users to create, modify, and remove issue forms. |
Add/Edit/Delete Locations option | Determines whether the profile will enable users to create, modify, and remove locations data. |
Add Edit Delete OBS | Determines whether the profile will enable users to create, modify, and remove hierarchical data for the global Organizational Breakdown Structure. |
Add Edit Delete Project Templates | Determines whether the profile will enable users to create, modify, and remove templates that can be used when creating new projects. To create project templates, users must also have the 'Add Projects' project privilege assigned to their profile. To modify templates, you must have the same project privileges that are required to modify projects. To delete project templates, users must also have the 'Delete Projects' project privilege assigned to their profile. |
Add Edit Delete Rate Types and Units of Measure | Determines whether the profile will enable users to create, modify, and remove resource rate types and units of measure data. |
Add Edit Delete Resource Calendars | Determines whether the profile will enable users to create, modify, and remove resource calendars data. This privilege also enables users to edit Shifts in P6 Professional. |
Add Edit Delete Resource Curves | Determines whether the profile will enable users to create, modify, and remove resource distribution curves definitions. |
Add Edit Delete Risk Categories Matrices and Thresholds | Determines whether the profile will enable users to create, modify, and remove risk categories, risk scoring matrices, and risk thresholds data. |
Add Edit Delete Roles | Determines whether the profile will enable users to create, modify, and remove roles data. |
Add Edit Delete Security Profiles | Determines whether the profile will enable users to create, modify, and remove global and project security profiles, which grant access to application-wide and project-specific information. |
Add Edit Delete Timesheet Period Dates | Determines whether the profile will enable users to create, modify, and remove individual timesheet periods and batches of timesheet periods. |
Add Edit Delete User Defined Fields | Determines whether the profile will enable users to create, modify, and remove User Defined fields. Even without this privilege, users can still display User Defined fields information. |
Add Edit Delete User Interface Views | Determines whether the profile will enable users to create, modify, and remove user interface view configurations, which control the functionality users can access in P6. |
Add Edit Delete Users | Determines whether the profile will enable users to create, modify, and remove P6 EPPM user data. To search the LDAP directory when provisioning, users must also have the Provision Users from LDAP global privilege. |
Add Global Activity Codes | Determines whether the profile will enable users to create global activity codes and code values data. This privilege also selects the 'Edit Global Activity Codes' global privilege. |
Add Global Issue Codes | Determines whether the profile will enable users to create global issue codes and code values data. This privilege also selects the 'Edit Global Issue Codes' global privilege. |
Add Project Codes | Determines whether the profile will enable users to create project codes and code values data. This privilege also selects the 'Edit Project Codes' global privilege. |
Add Resource Codes | Determines whether the profile will enable users to create resource codes and code values data. This privilege also selects the 'Edit Resource Codes' global privilege. |
Add Role Codes | Determines whether the profile will enable users to create role codes and code values data. This privilege also selects the 'Edit Role Codes' global privilege. |
Add Resources | Determines whether the profile will enable users to create resource data. This privilege also selects the 'Edit Resources' global privilege. |
Administer Global External Applications | Determines whether the profile will enable users to create, modify, and remove entries in the list of global external applications in P6 Professional. |
Administer Global Scheduled Services | Determines whether users have the privilege to modify settings on the Global Scheduled Services dialog box. You can modify the following publishing services if you have this privilege: Publish Enterprise Data, Publish Enterprise Summaries, Publish Resource Management, Publish Security. With this privilege, you can enable the service, choose how often the service will run, and at what time the service will run. |
Administer Project Scheduled Services | Determines whether the profile will enable users to set up the Apply Actuals, Summarize, Schedule, and Level scheduled services to run at specific time intervals. |
Approve Resource Timesheets | Determines whether the profile will enable users to approve or reject submitted timesheets as a Resource Manager. |
Assign Secure Codes | Determines whether the profile will enable users to assign all secure project codes, global and EPS-level activity codes, role codes, resource codes, and issue codes and code values data. This privilege also selects the 'View Secure Codes' global privilege. |
Delete Assignment Codes | Determines whether the profile will enable users to remove assignment codes and code values data. This privilege also selects the 'Add Assignment Codes' and 'Edit Assignment Codes' global privileges. |
Delete Global Activity Codes | Determines whether the profile will enable users to remove global activity codes and code values data. This privilege also selects the 'Add Global Activity Codes' and 'Edit Global Activity Codes' global privileges. |
Delete Global Issue Codes | Determines whether the profile will enable users to create global issue codes and code values data. This privilege also selects the 'Edit Global Issue Codes' global privilege. |
Delete Project Codes | Determines whether the profile will enable users to remove project codes and code values data. This privilege also selects the 'Add Project Codes' and 'Edit Project Codes' global privileges. |
Delete Resource Codes | Determines whether the profile will enable users to remove resource codes and code values data. This privilege also selects the 'Add Resource Codes' and 'Edit Resource Codes' global privileges. |
Delete Role Codes | Determines whether the profile will enable users to remove role codes and code values data. This privilege also selects the 'Add Role Codes' and 'Edit Role Codes' global privileges. |
Delete Resources | Determines whether the profile will enable users to remove resource data. This privilege also selects the 'Add Resources' and 'Edit Resources' global privileges. |
Edit Assignment Codes | Determines whether the profile will enable users to modify assignment codes data. This privilege also enables users to create, modify, and remove assignment code values. |
Edit Application Settings | Determines whether the profile will enable users to modify application settings, which set global preferences for P6 EPPM. |
Edit Global Activity Codes | Determines whether the profile will enable users to modify global activity codes data. This privilege also enables users to create, modify, and remove global activity code values. |
Edit Global Change Definitions | Determines whether the profile will enable users to create, modify, and remove Global Change specifications available to all users in P6 Professional. |
Edit Global Issue Codes | Determines whether the profile will enable users to modify global issue codes data. This privilege also enables users to create, modify, and remove global issue code values. |
Edit Global Tracking Layouts | Determines whether the profile will enable users to create, modify, and remove global tracking layouts in P6 Professional. |
Edit Project Codes | Determines whether the profile will enable users to modify project codes data. This privilege also enables users to create, modify, and remove project code values. |
Edit Projects from Scorecards | Determines whether the profile will enable users to create, modify, and remove projects from scorecards in the Portfolio View portlet and the Portfolio Analysis page. This privilege is required to save data changes made to the Portfolio Analysis page.The following project privileges are also required for scorecards: 'Edit Project Details Except Costs and Financials' to edit project data, 'View Project Costs and Financials' to view project cost data, 'Edit WBS Costs and Financials' to edit project cost data, 'Create Project' to add a project, and 'Delete Project' to delete a project. |
Edit Resource Codes | Determines whether the profile will enable users to modify resource codes data. This privilege also enables users to create, modify, and remove resource code values. |
Edit Role Codes | Determines whether the profile will enable users to modify role codes data. This privilege also enables users to create, modify, and remove role code values. |
Edit Resources | Determines whether the profile will enable users to modify resource data. This privilege also enables users to assign, modify, and remove role assignments. To display resources' price/unit in reports, users must have this privilege and the 'View Resource and Role Costs and Financials' global privilege assigned to their profile. To display resource skill level (a resource’s role proficiency) in the application and in reports, users must have this privilege and the 'View Resource Role Proficiency' global privilege assigned to their profile. |
Edit Secure Codes | Determines whether the profile will enable users to modify all secure project codes, global and EPS-level activity codes, role codes, resource codes, and issue codes and code values data. This privilege also selects the 'Assign Secure Codes' and 'View Secure Codes' global privileges. |
Import XER and MPX | Determines whether the profile will enable users to import projects, resources, and roles from XER and MPX formats using P6 Professional. To create new projects when importing, users must also have the 'Create Project' project privilege assigned to their profile. Users must be an Admin or Project Superuser to update a project from XER formats. |
Import XLS | Determines whether the profile will enable users to import projects, resources, and roles from XLS files. Users must also be a Project Superuser to update a project from XLS format. |
Import XML | Determines whether the profile will enable users to import projects from P6, P6 Professional, and Microsoft Project using XML format. To create new projects when importing, users must also have the 'Create Project' project privilege assigned to their profile. Note: For Microsoft Project imports, you can only create a new project (not update an existing one) during import. Also, P6 supports imports from Microsoft Project 2007, while P6 Professional supports imports from Microsoft Project 2002. |
Provision Users from LDAP | Determines whether the profile will enable users to search the LDAP directory when provisioning. For users who do not have this privilege assigned to their profile, the option to load an LDIF file to provision users will still be enabled. To search the LDAP directory, users also must also have the 'Add Edit Delete Users' global privilege. |
View All Global and Project Data via SDK | Not supported. |
View Resource and Role Costs and Financials | Determines whether the profile will enable users to display all values for labor, material, and nonlabor resource costs, price/unit values for roles, and costs for resource and resource assignments User Defined fields. For users who do not have this privilege assigned to their profile, all areas that display monetary values for labor, material, and nonlabor resources and roles will display dashes and cannot be edited. For resources, such areas include resource price/unit, values in resource spreadsheets and histograms in Resource Analysis and Team Usage, and Cost data types for Resource User Defined fields. For roles, the area is the price/unit value in roles data. To display resources' price/unit, users must have this privilege and the 'Edit Resources' global privilege assigned to their profile. |
View Resource Role Proficiency | Determines whether the profile will enable users to display, group/sort, filter, search, and report on resource and role proficiency. To display resource skill level (a resource’s role proficiency), users must have this privilege and the Edit Resources global privilege assigned to their profile. |
View Secure Codes | Determines whether the profile will enable users to display all secure project codes, global and EPS-level activity codes, role codes, resource codes, issue codes and code values data. |