A project profile defines a set of privileges for access to project-specific information. Project profiles are assigned to users based on the OBS hierarchy. To control access to project-specific information, you create project profiles, and then assign specific OBS elements and associated project profiles to individual users. The assigned OBS element determines the EPS and WBS elements for which the user can access project information. The assigned project profile determines the type of access privileges the user has to that project information.
The following table defines each Project privilege:
Privilege Name | Description |
|---|---|
Add Edit Activities Except Relationships | Determines whether the profile will enable users to create and modify all activity information in projects, except activity relationships. Users assigned a profile with this privilege can also designate another user as an activity owner. To modify activity IDs, users must also have the 'Edit Activity ID' project privilege assigned to their profile. To use the Recalculate Assignment Costs feature, users must also have the 'View Project Costs and Financials' project privilege assigned to their profile. |
Add Edit Activity Resource Requests | Determines whether the profile will enable users to create and modify resource requests for activities. |
Add Edit Delete Activity Relationships | Determines whether the profile will enable users to create, modify, and remove activity relationships assigned to projects. |
Add Edit Delete EPS Except Costs and Financials | Determines whether the profile will enable users to create, modify, and remove EPS hierarchy nodes, edit EPS notebook, and edit all EPS-related data except financial information. |
Add Edit Delete Expenses | Determines whether the profile will enable users to create, modify, and remove expenses assigned to projects. |
Add Edit Delete Issues and Issue Thresholds | Determines whether the profile will enable users to create, modify, and remove thresholds and issues assigned to projects. The privilege also enables users to assign issue codes to project issues. |
Add Edit Delete Project Baselines | Determines whether the profile will enable users to create, modify, and remove baselines for projects. |
Add Edit Delete Project Calendars | Determines whether the profile will enable users to create, modify, and remove calendars assigned to projects. |
Add Edit Delete Resource Assignments for Resource Planning | Determines whether the profile will enable users to assign, modify, and remove resource assignments on a project or WBS level in Resources. This privilege also enables users to define search criteria and conduct a search for resource assignments. For users who do not have this privilege assigned to their profile, the resource assignment information on the Planning page is read-only for that particular project or WBS. Since project-level security privileges go down to the WBS level, it is possible to be able to assign a resource to one WBS in a project and not another. |
Add Edit Delete Risks | Determines whether the profile will enable users to create, modify, and remove risks assigned to projects. |
Add Edit Delete Role Assignments for Resource Planning | Determines whether the profile will enable users to assign, modify, and remove role assignments on a project or WBS level in Resources. This privilege also enables users to define search criteria for role assignments. For users who do not have this privilege assigned to their profile, role assignment information on the Planning page is read-only for that particular project or WBS. Since project-level security privileges go down to the WBS level, it is possible to be able to assign a role to one WBS in a project and not another. |
Add Edit Delete Template Documents | Determines whether the profile will enable users to create, modify, remove project template documents. If the content repository is installed and configured, this privilege also enables users to check out and start reviews for project template documents. A profile must be assigned the 'Add Edit Delete Work Products and Documents' project privilege before you can select this privilege. |
Add Edit Delete WBS Except Costs and Financials | Determines whether the profile will enable users to create, modify, and remove WBS hierarchy nodes, notebook entries, earned value settings, milestones (steps), work products and documents, and dates. |
Add Edit Delete Work Products and Documents | Determines whether the profile will enable users to create, modify, and remove project documents that do not have a security policy applied. Document security policies are available only in P6 and only for documents stored in the content repository. When the content repository is installed and configured, this privilege also enables users to create document folders in P6. |
Add Edit Project Level Layouts | Determines whether the profile will enable users to create, modify, and remove project level layouts in the Activities, Assignments, or WBS windows in P6 Professional. |
Add EPS Activity Codes | Determines whether the profile will enable users to create EPS-level activity codes and code values. This privilege also selects the 'Edit EPS Activity Codes' project privilege. |
Add Project Activity Codes | Determines whether the profile will enable users to create project activity codes and code values data. This privilege also selects the 'Edit Project Activity Codes' project privilege. |
Add Projects | Determines whether the profile will enable users to create, copy, and paste projects within the EPS node. To create project templates, users must also have the 'Add Edit Delete Project Templates' global privilege assigned to their profile. |
Administer Project External Applications | Determines whether the profile will enable users to modify entries in the External Applications feature in P6 Professional. |
Apply Actuals | Determines whether the profile will enable users to apply actuals to activities in projects. |
Approve Timesheets as Project Manager | Determines whether the profile will enable users to approve or reject submitted timesheets as a Project Manager in Timesheet Approval. |
Assign Project Baselines | Determines whether the profile will enable users to assign project baselines to projects. To assign project baselines, users must also have the 'Edit Project Details Except Costs and Financials' project privilege assigned to their profile. |
Check In and Check Out Projects | Determines whether the profile will enable users to check projects out to work remotely and then check them back in using P6 Professional. |
Delete Activities | Determines whether the profile will enable users to remove activities from projects. |
Delete EPS Activity Codes | Determines whether the profile will enable users to remove EPS-level activity codes and code values data. This privilege also selects the 'Add EPS Activity Codes' and 'Edit EPS Activity Codes' project privileges. |
Delete Project Activity Codes | Determines whether the profile will enable users to remove project activity codes and code values data. This privilege also selects the 'Add Project Activity Codes' and 'Edit Project Activity Codes' project privileges. |
Delete Project Data with Timesheet Actuals | Determines whether the profile will enable users to delete activities and resource assignments for projects that have timesheet actuals. To delete project data at all different levels (activity, WBS, project, and EPS), users must also have the appropriate privileges assigned to their profile. For example, to delete activities with timesheet actuals, users must also have the 'Delete Activities' project privilege assigned to their profile. To delete activities and WBS nodes with timesheet actuals, users must additionally have the 'Add Edit Delete WBS Except Costs and Financials' project privilege assigned to their profile. |
Delete Projects | Determines whether the profile will enable users to delete, cut, and paste projects within the EPS node. To delete project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile. |
Edit Activity ID | Determines whether the profile will enable users to modify activity IDs. To modify activity IDs, users must also have the 'Add Edit Activities Except Relationships' project privilege assigned to their profile. |
Edit Committed Flag for Resource Planning | Determines whether the profile will enable users to identify committed resource and role assignments on a project or WBS level on the Planning page. The 'Add Edit Delete Resource Assignments for Resource Planning' project privilege is also required for this functionality. |
Edit Contract Management Project Link | Determines whether the profile will enable users to create, edit, and delete a link to Contract Management projects. |
Edit EPS Costs and Financials | Determines whether the profile will enable users to modify EPS budget logs, funding sources, and spending plans. |
Edit Future Periods | Determines whether the profile will enable users to enter, modify, and delete future period assignment values in the Original or Planned Units and Remaining (Early) Units fields of the Resource Usage Spreadsheet using P6 Professional. The 'Add Edit Activities Except Relationships' project privilege is also required for this functionality. |
Edit Period Performance | Determines whether the profile will enable users to modify period performance values for labor and nonlabor units as well as labor, nonlabor, material, and expense costs using P6 Professional. The 'Add Edit Activities Except Relationships' and 'View Project Costs Financials' project privileges are also required for this functionality. |
Edit Project Activity Codes | Determines whether the profile will enable users to modify project activity codes data. This privilege also enables users to create, modify, and remove project activity code values. |
Edit Project Details Except Costs and Financials | Determines whether the profile will enable users to edit fields in General, Defaults, Resources, and Settings tabs in Project preferences. This privilege also enables users to assign or remove a risk scoring matrix to a project in the Risk Scoring Matrices page in Enterprise Data. To assign a project baselines, users must also have the 'Assign Project Baselines' project privilege assigned to their profile. |
Edit Project Reports | Determines whether the profile will enable users to modify reports, modify report batches, and export reports for projects in P6 Professional. |
Edit Publication Priority | Determines whether the profile will enable users to set a publish project priority. Publish project priority determines the relative importance one project has to others when multiple projects are submitted to the service queue at the same time. |
Edit WBS Costs and Financials | Determines whether the profile will enable users to modify WBS budget logs, funding sources, spending plan, and financial data at the project level. This privilege also enables users to edit cost data at the activity level, including resource assignments. This privilege also selects the 'View Project Costs and Financials' project privilege. |
Level Resources | Determines whether the profile will enable users to level resources in projects. This privilege also selects the 'Schedule Project' project privilege. |
Monitor Project Thresholds | Determines whether the profile will enable users to run the threshold monitor for projects in P6 Professional. |
Publish Project Website | Determines whether the profile will enable users to publish a Web site for projects in P6 Professional. |
Run Baseline Update | Determines whether the profile will enable users to update baselines assigned to projects with new project information using the Update Baseline tool in P6 Professional. |
Run Global Change | Determines whether the profile will enable users to run Global Change specifications to update activity detail information in P6 Professional. |
Schedule Projects | Determines whether the profile will enable users to schedule projects. |
Store Period Performance | Determines whether the profile will enable users to track actual this period values for actual units and costs in projects. The 'Add Edit Activities Except Relationships' project privilege is also required for this functionality. |
Summarize Projects | Determines whether the profile will enable users to summarize data for all projects in the EPS. |
View Project Costs and Financials | Determines whether the profile will enable users to display all monetary values for projects. For users who do not have this privilege assigned to their profile, all areas that display monetary values will display dashes and cannot be edited. To use the Recalculate Assignment Costs feature, users must also have the 'Add Edit Activities Except Relationships' project privilege assigned to their profile. To display the resource price/unit, users must have the 'View Resource and Role Costs and Financials' global privilege assigned to their profile. |