P6 includes sophisticated layers of security, view, and customization features designed to control access and structure the collaborative experience of your entire team while also allowing users to individually customize views and format their data. Periodically perform the sequence of steps below for each user to optimize their experience.
When customizing your user experience, consider the following questions. These checks may be performed in whole or in part, and in any sequence. The order shown here is not mandatory. These items simply provide a basic checklist when examining your interaction with the application.
- Do I have the right module access settings? This determines which main modules of the solution you can access, such as Portfolios, Reports, P6 Professional, and P6 EPPM Web Services.
- Do I have the right user interface view? This determines which main pages in the application you can access. Your administrator may assign you to an optional role-specific user interface view that corresponds to your assignments and work processes. A group of users with similar roles will often be assigned the same user interface view. You can edit your own personal view settings on the My Preferences page.
- Do I have the right security profiles? This determines what functions you can perform. Your administrator will likely assign you to a role-specific global security profile and project security profile that corresponds to your assignments and work processes. A group of users with similar roles will often be assigned the same security profile.
- Do I have the right OBS (project) access settings? This determines which projects are available to you based on your assigned responsible manager.
- Do I have the right global preferences? This determines the general formatting and preferred settings of data across the application. For example, you can specify the currency and date format you want to use. Even though you can customize these preferences, it is recommended that teams make choices aligned with team goals.
- Do I have the right application settings? This determines how P6 information is handled and appears for all users. For example, the default hours per time period, ID string lengths, integration links, and other default settings.
- Do I have the current page customized to fit my needs? There are two main ways to customize a page, detailed below.
- Customizable Page-Specific Views: Certain pages of the application provide a standard mechanism for configuring shared views and customizing individual views. These include Activity, EPS, Resource Assignment, and portfolio views in portlets or on the Portfolio Analysis page. They provide common ways to view and work with data on their respective pages of application. Instead of manually adjusting the current page, you can simply switch the applied view.
- On-Screen Controls: Manually invoke the customization features provided on each page. Throughout the application, these features are available through Customize links or other context-specific toolbars and options displayed on the page. Examples of screen customization follow:
- Generally speaking, within all pages, you can hide, show, expand and collapse elements as needed. In some pages, you can drag items such as columns or detail window tabs to order them as needed.
- The Activities page and Portfolio Capacity Planning page, for example, offer extensive options that enable you to retrieve, organize, and chart data according to your specific requirements.
- In the Issues portlet, you can filter, group, and chart issues as well as choose the data details to display.
- You can customize dashboards to display the portlets you want and to specify how you want to organize them within the workspace. The dashboard filtering feature lets you focus on information related to a single project or all projects associated with a specific portfolio or project code.