Overview
Use this detail window to assign tools privileges to the selected project security profile.
Screen Elements
Privileges list
The security privileges available to the selected profile.
Privilege option
Determines whether the selected privilege is assigned to the global security profile.
Allow Integration with ERP System option
Determines whether the profile will enable users to send project data to an integrated Oracle system using the Send to ERP feature on the Activities page in the Projects section. This is a project level privilege and is not specific to each level of the WBS.
Apply Actuals option
Determines whether the profile will enable users to apply actuals to activities in projects.
Check In/Check Out Projects and Open Projects Exclusively option
Determines whether the profile will enable users to check projects out to work remotely and then check them back in using P6 Professional, and whether users can open projects exclusively. Opening a project exclusively places a lock on the project allowing only the user who opened the project to make changes to the project. Other users can view project data, but cannot make updates until the exclusive lock is released.
Level Resources option
Determines whether the profile will enable users to level resources in projects. This privilege also selects the 'Schedule Project' project privilege.
Schedule Projects option
Determines whether the profile will enable users to schedule projects.
Monitor Project Thresholds option
Determines whether the profile will enable users to run the threshold monitor for projects in P6 Professional.
Store Period Performance option
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 option
Determines whether the profile will enable users to summarize data for all projects in the EPS.
Edit Publication Priority option
Determines whether the profile will enable users to edit the Publication Priority for the project. This privilege should be granted only to administrators to optimize the flow of projects through the service queue.
Run Baseline Update option
Determines whether the profile will enable users to update baselines assigned to projects with new project information using the Update Baseline tool.
Run Global Change option
Determines whether the profile will enable users to run Global Change specifications to update activity detail information in P6 Professional.
Allow Integration with Primavera Unifier option
Determines whether the profile will enable users to link projects to Primavera Unifier projects and schedule sheets.
Perform Global Search & Replace option
Determines whether the profile will enable users to use Global Search & Replace to update project, WBS, and activity information in P6.
Getting Here
- Click Administration.
- On the Administration navigation bar, click User Administration.
- In the User Administration pane, click Project Security Profiles.
- On the Project Security Profiles page, click the Tools detail window.