Administration Privileges
Add/Edit/Delete OBS option
Determines whether the profile will enable users to create, modify, and remove hierarchical data for the global Organizational Breakdown Structure.
Add/Edit/Delete Security Profiles option
Determines whether the profile will enable users to create, modify, and remove global and project security profiles, which grant access to application-wide and project-specific information.
Add/Edit/Delete Users option
Determines whether the profile will enable users to create, modify, and remove P6 EPPM user data. To search the LDAP directory when provisioning, users must also have the Provision Users from LDAP global privilege.
Add/Edit/Delete User Interface Views option
Determines whether the profile will enable users to create, modify, and remove user interface views configurations, which control the functionality users can access in P6.
Edit Application Settings option
Determines whether the profile will enable users to modify application settings, which set global preferences for P6 EPPM.
Provision Users from LDAP option
Determines whether the profile will enable users to search the LDAP directory when provisioning. For users who do not have this privilege assigned to their profile, the option to load an LDIF file to provision users will still be enabled. To search the LDAP directory, users also must also have the 'Add/Edit/Delete Users' global privilege.
View Published Audit Data option
Determines whether the profile will enable users to view published table auditing data.
Codes Privileges
Add Global Activity Codes option
Determines whether the profile will enable users to create global activity codes and code values data. This privilege also selects the 'Edit Global Activity Codes' global privilege.
Edit Global Activity Codes option
Determines whether the profile will enable users to modify global activity codes data. This privilege also enables users to create, modify, and remove global activity code values.
Delete Global Activity Codes option
Determines whether the profile will enable users to remove global activity codes and code values data. This privilege also selects the 'Add Global Activity Codes' and 'Edit Global Activity Codes' global privileges.
Add Global Issue Codes option
Determines whether the profile will enable users to create global issue codes and code values data. This privilege also selects the 'Edit Global Issue Codes' global privilege.
Edit Global Issue Codes option
Determines whether the profile will enable users to modify global issue codes data. This privilege also enables users to create, modify, and remove global issue code values.
Delete Global Issue Codes option
Determines whether the profile will enable users to remove global issue codes and code values data. This privilege also selects the 'Add Global Issue Codes' and 'Edit Global Issue Codes' global privileges.
Add Project Codes option
Determines whether the profile will enable users to create project codes and code values data. This privilege also selects the 'Edit Project Codes' global privilege.
Edit Project Codes option
Determines whether the profile will enable users to modify project codes data. This privilege also enables users to create, modify, and remove project code values.
Delete Project Codes option
Determines whether the profile will enable users to remove project codes and code values data. This privilege also selects the 'Add Project Codes' and 'Edit Project Codes' global privileges.
Add Resource Codes option
Determines whether the profile will enable users to create resource codes and code values data. This privilege also selects the 'Edit Resource Codes' global privilege.
Edit Resource Codes option
Determines whether the profile will enable users to modify resource codes data. This privilege also enables users to create, modify, and remove resource code values.
Delete Resource Codes option
Determines whether the profile will enable users to remove resource codes and code values data. This privilege also selects the 'Add Resource Codes' and 'Edit Resource Codes' global privileges.
Add Role Codes option
Determines whether the profile will enable users to create role codes and code values data. This privilege also selects the 'Edit Role Codes' global privilege.
Edit Role Codes option
Determines whether the profile will enable users to modify role codes data. This privilege also enables users to create, modify, and remove role code values.
Delete Role Codes option
Determines whether the profile will enable users to remove role codes and code values data. This privilege also selects the 'Add Role Codes' and 'Edit Roles' global privileges.
Add Assignment Codes option
Determines whether the profile will enable users to create assignment codes and code values data. This privilege also selects the 'Edit Assignment Codes' global privilege.
Edit Assignment Codes option
Determines whether the profile will enable users to modify assignment codes data. This privilege also enables users to create, modify, and remove assignment code values.
Delete Assignment Codes option
Determines whether the profile will enable users to remove assignment codes and code values data. This privilege also selects the 'Add Assignment Codes' and 'Edit Assignment Codes' global privileges.
Add/Delete Secure Codes option
Determines whether the profile will enable users to create and remove all secure project codes, global and EPS-level activity codes, resource codes, role codes, issue codes, and code values data. This privilege also selects the 'Edit Secure Codes,' 'Assign Secure Codes,' and 'View Secure Codes' global privileges.
Edit Secure Codes option
Determines whether the profile will enable users to modify all secure project codes, global and EPS-level activity codes, resource codes, role codes, issue codes, and code values data. This privilege also selects the 'Assign Secure Codes' and 'View Secure Codes' global privileges.
Assign Secure Codes option
Determines whether the profile will enable users to assign all secure project codes, global and EPS-level activity codes, resource codes role codes, issue codes, and code values data. This privilege also selects the 'View Secure Codes' global privilege.
View Secure Codes option
Determines whether the profile will enable users to display all secure project codes, global and EPS-level activity codes, resource codes, role codes, issue codes, and code values data.
Global Data Privileges
Add/Edit/Delete Categories and Overhead Codes option
Determines whether the profile will enable users to create, modify, and remove categories and overhead codes data, which can be applied to all projects. Overhead codes are only available to P6 Team Member Web users.
Add/Edit/Delete Cost Accounts option
Determines whether the profile will enable users to create, modify, and remove cost accounts data.
Add/Edit/Delete Currencies option
Determines whether the profile will enable users to create, modify, and remove currencies data.
Add/Edit/Delete Locations option
Determines whether the profile will enable users to create, modify, and remove locations data.
Add/Edit/Delete Financial Period Calendar option
Determines whether the profile will enable users to create, modify, and remove financial period calendar data. To edit period data, users must also have the 'Edit Period Performance' project privilege assigned to their profile.
Add/Edit/Delete Funding Sources option
Determines whether the profile will enable users to create, modify, and remove funding source data.
Add/Edit/Delete Global Calendars option
Determines whether the profile will enable users to create, modify, and remove global calendars data.
Add/Edit/Delete Global Portfolios option
Determines whether the profile will enable users to create, modify, and remove global portfolio configurations in Manage Portfolios Views.
Add/Edit/Delete Risk Categories, Matrices, and Thresholds option
Determines whether the profile will enable users to create, modify, and remove risk categories, risk scoring matrices, and risk thresholds data.
Add/Edit/Delete Timesheet Period Dates option
Determines whether the profile will enable users to create, modify, and remove individual or batched timesheet periods.
Add/Edit/Delete User Defined fields option
Determines whether the profile will enable users to create, modify, and remove User Defined fields. Even without this privilege, users can still display User Defined fields information.
Add/Edit/Delete Stored Images option
Determines whether the profile will enable users to create, modify, and remove stored images in P6 EPPM and P6 Professional.
Resources Privileges
Add Resources option
Determines whether the profile will enable users to create resource data. This privilege also selects the 'Edit Resources' global privilege.
Edit Resources option
Determines whether the profile will enable users to modify resource data. This privilege also enables users to assign, modify, and remove role assignments. To display resources' price/unit in reports, users must have this privilege and the 'View Resource and Role Costs/Financials' global privilege assigned to their profile. To display resource skill level (a resource's role proficiency) in the application and in reports, users must have this privilege and the 'View Resource Role Proficiency' global privilege assigned to their profile.
Delete Resources option
Determines whether the profile will enable users to remove resource data. This privilege also selects the 'Add Resources' and 'Edit Resources' global privileges.
Note: When a resource is deleted, all historical data for that resource and its assignments is also deleted. This includes resource costs and spreads from all projects to which that resource was assigned. Deleting resources can change the costs and units figures for all projects to which that resource was assigned. In most circumstances users should not delete resources, but clear the Active option for the resource on the Resources tab on the Resources Administration page.
Exercise extreme caution when assigning the Delete Resources privilege.
Add/Edit/Delete Resource Calendars option
Determines whether the profile will enable users to create, modify, and remove resource calendars data. This privilege also enables users to edit Shifts in P6 Professional.
Add/Edit/Delete Resource Curves option
Determines whether the profile will enable users to create, modify, and remove resource distribution curves definitions.
Add/Edit/Delete Roles option
Determines whether the profile will enable users to create, modify, and remove roles data.
Add/Edit/Delete Global Resource and Role Teams option
Determines whether the profile will enable users to create, modify, and remove global Resource Teams and Role Teams. A Resource/Role Team is a collection of resources/roles.
Add/Edit/Delete Rate Types and Units of Measure option
Determines whether the profile will enable users to create, modify, and remove resource rate types and units of measure data.
View Resource and Role Costs/Financials option
Determines whether the profile will enable users to display all values for labor, material, and nonlabor resource costs, price/unit values for roles, and costs for resource and resource assignments User Defined fields. For users who do not have this privilege assigned to their profile, all areas that display monetary values for labor, material, and nonlabor resources and roles will display dashes and cannot be edited. For resources, such areas include resource price/unit, values in resource spreadsheets and histograms in Resource Analysis and Team Usage, and Cost data types for Resource User Defined fields. For roles, the area is the price/unit value in roles data. To display resources' price/unit, users must have this privilege and the 'Edit Resources' global privilege assigned to their profile.
View Resource Role Proficiency option
Determines whether the profile will enable users to display, group/sort, filter, search, and report on resource and role proficiency. To display resource skill level (a resource's role proficiency), users must have this privilege and the Edit Resources global privilege assigned to their profile.
Approve Resource Timesheets option
Determines whether the profile will enable users to approve or reject submitted timesheets as a Resource Manager.
Templates Privileges
Add/Edit/Delete Activity Step Templates option
Determines whether the profile will enable users to create, modify, and remove Activity Step Templates, which are used to add a set of common steps to multiple activities.
Add/Edit/Delete Issue Forms option
Determines whether the profile will enable users to create, modify, and remove issue forms.
Add/Edit/Delete Microsoft Project and Primavera Templates option
Determines whether the profile will enable users to create, modify, and remove templates that are used to import/export data from/to Microsoft Project or Primavera XML formats.
Add/Edit/Delete Project Templates option
Determines whether the profile will enable users to create, modify, and remove templates that can be used when creating new projects. To create project templates, users must also have the 'Add Projects' project privilege assigned to their profile. To modify templates, you must have the same project privileges that are required to modify projects. To delete project templates, users must also have the 'Delete Projects' project privilege assigned to their profile.
Tools Privileges
Administer Global External Applications option
Determines whether the profile will enable users to create, modify, and remove entries in the list of global external applications in P6 Professional.
Administer Global Scheduled Services option
Determines whether users have the privilege to modify settings on the Global Scheduled Services dialog box. You can modify the following publishing services if you have this privilege: Publish Enterprise Data, Publish Enterprise Summaries, Publish Resource Management, Publish Security. With this privilege, you can enable the service, choose how often the service will run, and at what time the service will run.
Administer Project Scheduled Services option
Determines whether the profile will enable users to set up the Apply Actuals, Summarize, Schedule, and Level scheduled services to run at specific time intervals.
Edit Global Change Definitions option
Determines whether the profile will enable users to create, modify, and remove Global Change specifications available to all users in P6 Professional.
Import P6 Professional XER and MPX option
Determines whether the profile will enable users to import projects, resources, and roles from XER and MPX formats using P6 Professional. To create new projects when importing, users must also have the 'Create Project' project privilege assigned to their profile. Users must be an Admin or Project Superuser to update a project from an XER file.
Import XLS option
Determines whether the profile will enable users to import projects, resources, and roles from XLS files into P6 Professional and P6. P6 Professional users must also be a Project Superuser to update a project from XLS format. P6 users do not need to be a Project Superuser, but do require the Add/Edit Activities Except Relationships privilege.
Import XML option
Determines whether the profile will enable users to import projects from P6, P6 Professional, and Microsoft Project using XML format. To create new projects when importing, users must also have the 'Create Project' project privilege assigned to their profile.
Enable Work Offline option
Determines whether the profile will enable users to work offline in P6 Professional configured to a database with a P6 Pro Cloud Connect alias. To work offline, the database alias must have the Enable Client-side Cache option selected. To see this privilege, select the Enable offline mode option in the General pane of Application Settings.
Views and Reports Privileges
Add/Edit/Delete Global Activity and Assignment Layouts, Views and Filters option
Determines whether the profile will enable users to create, modify, and remove global activity and resource assignment layouts, views, and filters.
Add/Edit/Delete Global Dashboards option
Determines whether the profile will enable users to create, modify, and remove global dashboards.
Add/Edit/Delete Global Project, WBS and Portfolio Layouts, Views and Filters option
Determines whether the profile will enable users to create, modify, and remove global project, WBS, and portfolio layouts, views, and filters. This privilege is required to save view changes made to the Portfolio Analysis page.
Add/Edit/Delete Global Reports option
Determines whether the profile will enable users to create, modify, and remove global reports, including editing report groups and global report batches and saving global reports created or modified in P6 Professional.
Edit Global Tracking Layouts option
Determines whether the profile will enable users to create, modify, and remove global tracking layouts in P6 Professional.
Edit Projects from Scorecards option
Determines whether the profile will enable users to create, modify, and remove projects from scorecards in the Portfolio View portlet and the Portfolio Analysis page. This privilege is required to save data changes made to the Portfolio Analysis page. The following project privileges are also required for scorecards: 'Edit Project Details Except Costs/Financials' to edit project data, 'View Project Costs/Financials' to view project cost data, 'Edit WBS Costs/Financials' to edit project cost data, 'Create Project' to add a project, and 'Delete Project' to delete a project.
Add/Edit/Delete Global Visualizer Layouts option
Determines whether the profile will enable users to create, modify, and remove global layouts in Visualizer.
Add/Edit/Delete Global Visualizer Filters option
Determines whether the profile will enable users to create, modify, and remove global filters in Visualizer.