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 EPPM to manage your projects successfully, you must first administer users and set up structures in P6, 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 EPPM. 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 EPPM.
Define a standard set of profiles that determine access rights to global and project-specific data. Most likely, administrators perform this step. See information in this guide about project and global security profiles.
- Add users in P6 EPPM.
You must add each user who needs access to any P6 EPPM module. At a minimum, each user is assigned a login name, module access, and a global profile. See Configuring Users in P6 EPPM.
- Define user interface views that restrict and provide access to P6 functionality according to the requirements of your company’s functional roles. See Defining User Interface Views.
- 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. See the P6 Help for more information.
- After setting up the OBS, assign the appropriate users and project profiles to each element of the OBS. See Assigning OBS Elements and Project Profiles in P6 EPPM.
- Set up the EPS for your company.
Identify your company’s project structure, which is global across the organization. See the P6 Help for more information.
- After setting up the EPS, assign the responsible manager (OBS) to each EPS node. See Assigning OBS Elements to the EPS.
- Define the resources necessary to complete the projects across the organization. See the P6 Help for more information.
- Link resources to users if they will be using the P6 Team Member interface.
- Define user access to resource data. See Defining User Access to Resources in P6 EPPM.
- Add projects to the EPS and define the WBS for each project (if needed).
Project managers usually perform this step. They can further control security within their own projects by assigning specific OBS elements to WBS levels. Refer to the P6 Help for more information.
- Set preferences for data in P6 EPPM. See Application Settings and Global Enterprise Data in P6 EPPM.