Organization-wide project management involves a structured approach to managing several ongoing projects and teams across multiple locations at the same time. To ensure good results, up-front planning and coordination by various members of the organization are essential. Before you can use P6 Professional to manage your projects successfully, you must first administer users and set up structures, including the organizational breakdown structure (OBS), enterprise project structure (EPS), and resource hierarchy. Once users and structures are in place, you can implement security to restrict and/or provide access to project data.
The following bullets provide guidelines and a general process for administering users and security in P6 Professional. Because the structures are global across the company, some processes might require information from many participants. You can vary the order depending on your company’s implementation plan. Also, some of these processes, such as defining resource security and user interface views, are optional depending on the needs of your organization.
- Create global and project security profiles in P6 Professional.
Define a standard set of profiles that determine access rights to global and project-specific data. Most likely, administrators perform this step.
- Add users in P6 Professional.
You must add each user who needs access to any P6 Professional module. At a minimum, each user is assigned a login name, module access, and a global profile.
- Set up the OBS for your company.
Identify your company’s management structure and include the roles or names of those who will be responsible for the projects and work to be completed.
- After setting up the OBS, assign the appropriate users and project profiles to each element of the OBS.
- Set up the EPS for your company.
Identify your company’s project structure, which is global across the organization.
- After setting up the EPS, assign the responsible manager (OBS) to each EPS node.
- Define the resources necessary to complete the projects across the organization.
- Define user access to resource data.
- Add projects to the EPS and define the WBS for each project.
Project managers usually perform this step. They can further control security within their own projects by assigning specific OBS elements to WBS levels.
- Set preferences for data in P6 Professional.