Administrators:
When creating a user interface view, you can choose to configure the view from scratch, or you can use an existing view as a template and adjust it as necessary. For each user interface view, you choose the default start page, which pages and menu items you want to display and the order in which they appear in each section. You can also choose which views will open when a user assigned to the user interface view opens the EPS, Activities, or Assignments pages.
You can assign global and multi-user dashboards to a user interface view. Users can customize their own views, within bounds set by their administrators, and can use the Manage Dashboards page to create custom dashboards displayed on the Dashboards home page.
After creating user interface views that correspond to the roles in your organization, you can assign users to the views. When assigning users to each user interface view, you can designate that users can edit the options you define for a user interface view. You can also select a default view for all new users who are not yet assigned a view. Existing users who are not yet assigned a view can access all functionality.
Once you assign users to views, users can view their view settings on the View Preferences tab. Access that an administrator grants a user always takes precedence over settings specified in the user's assigned interface view. For example, if a user’s assigned view provides access to items in the Resources section but the user does not have module access to the Resources section, the user will not be able to access this section.
Note:
- The View Preferences tab is not available to users with Contributor module access.
- See the P6 EPPM Application Administration Guide for additional information on user interface views.
Users:
Your P6 administrator can select the pages and menu items available to you, the default start page, the view which will open when you open the EPS, Activities, or Assignments pages, and the order in which the items appear in each section. For example, if you are a Resource Manager with module access rights to all sections of the application, but your role is limited to planning resource allocation and assigning resources to activities, your administrator can create a user interface view that:
- In the Projects section, provides access to the Team Usage and Activities pages, but hides all menu items and all other pages.
- In the Resources section, provides full access to tabs and menu items, and opens a view including the most important columns for your role when you open the Assignments page.
- In the Portfolios section, provides access to only the Capacity Planning page.
- In the Dashboards section, provides access to all menu items as well as some global dashboards and multi-user dashboards configured by your administrator.
You can set or change your own default start page and modify your user interface view by going to the User menu and choosing My Preferences, however the options that you see and your ability to modify your view can be limited via your module access and security profiles.