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Administration

Note: The following information is based on the default settings and typical use of the system.

There are different types, or levels, of Administrators, and they include:

• Site Administrator (also referred to as the System Administrator)
• Company Administrator
• Project Administrator or Shell Administrator (Project/Shell Administrator)

The following explains each administrator type in detail.

Site Administrator (also referred to as the System Administrator)

A Site Administrator is responsible for the end-to-end administration of the system. The Oracle Primavera Technical Team performs this function.

The Site Administrator's tasks include:

• Loading modules.
• Loading certain system reports.
• Managing the License Manager.
• Performing basic system administration tasks.
• Performing Company Administrator and Project/Shell Administrator functions, if requested.

Company Administrator

Generally, a Company Administrators administers the Owner Company (Sponsor Company) functions. The Company Administrator can perform user tasks, also.

Note: Except where noted, the Company Administrator cannot perform tasks designated for the Site Administrator.

Depending on the permission a Company Administrator typically performs the following tasks:

• Creating multiple partner companies in the Owner Company.
• Creating users for each partner companies in the Owner Company.
• Modifying the company properties, including Company Workspace
• Managing company details such as contact information.
• Managing company-level users, groups, and granting permissions.
• Managing Partner Company (or Member Company) status.
• Managing Partner Company (or Member Company) users.
• Creating cross-project or cross-Shell reports.
• Creating, and maintaining, Data Definitions (DDs)
• Activating a Business Process schema.
• Defining record numbering scheme.
• Defining the company exchange rate and currencies.
• Creating projects/shells.
• Managing project organization (categories) and shell organization (types).
• Setting up templates.
• Setting up and managing data structure.
• Configuring the User Mode Navigator (the setup of the left Navigator in User mode: Company Workspace > Admin mode > Configuration > User Mode Navigator).

You can have multiple company administrators.

The Company Administrator group, which can contain multiple company administrators, is automatically created when the Owner Company (Sponsor Company) is created.

This Company Administrator group has preset permissions. These permissions can be changed as needed.

Examples

• If new business processes are added.
• If new modules are added.
• If the Company Administrator assists in administration of other modules such as projects/shells.

Project Administrator or Shell Administrator (Project/Shell Administrator)

Project/Shell Administrators manage project/shell-level administration tasks. A project/shell administrator will add existing users to projects and/or project/shell groups, restrict access within specific projects, set up the project/shell cost/funding/Schedule of Value (SOV), and set up business processes. Project or Shell Administrators typically:

• Administer projects/shells they are a member of
• Add Project or Shell Users, create Groups and grant Permissions
• Create and modify the Cost Sheet
• Create Business Process Setups and define workflows

To access company administration functions, see Company Workspace Landing Page (Admin).

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Last Published Tuesday, June 4, 2024