A global profile definition specifies the individual access privileges associated with the profile. For a global profile, access privileges apply to application-wide information and settings. The module requires you to assign a global profile to each user.
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.
Add/Edit/Delete Categories option
Determines whether the profile will enable users to create, modify and remove categories data as defined in the Admin Categories dialog box.
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 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.
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.
Add/Edit/Delete Cost Accounts option
Determines whether the profile will enable users to create, modify, and remove cost accounts data.
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 XML option
Determines whether the profile will enable users to import projects from 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.
Note: For Microsoft Project imports, you can only create a new project (not update an existing one) during import. Also, P6 Professional supports imports from Microsoft Project 2002.
Import XLS option
Determines whether the profile will enable users to import projects, resources, and roles from XLS files into P6 Professional. Users must also be a Project Superuser to update a project from XLS format.
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.
Add/Edit/Delete Roles option
Determines whether the profile will enable users to create, modify, and remove roles data.
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 and associated Visualizer colors.
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.
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/Edit/Delete Global Calendars option
Determines whether the profile will enable users to create, modify, and remove global calendars data.
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 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 Professional user data. To search the LDAP directory when provisioning, users must also have the Provision Users from LDAP global privilege.
Add/Edit/Delete Global Activity and Assignment Layouts and Filters option
Determines whether the profile will enable users to create, modify, and remove global activity and resource assignment layouts and filters.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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/Edit/Delete Global Portfolios option
Determines whether the profile will enable users to create, modify, and remove global portfolios.
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.
Add/Edit/Delete Funding Sources option
Determines whether the profile will enable users to create, modify, and remove funding source 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.
Administer Job Services option
Determines whether the profile will enable users to set up the Apply Actuals, Batch Reports, Export, Schedule, and Summarize services to run at specific time intervals using the Job Service.
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 and associated activity code value colors, and resource codes and code values data, as well as all secure 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, and resource codes and code values data, as well as all secure issue codes and code values data.
Add/Edit/Delete Currencies option
Determines whether the profile will enable users to create, modify, and remove currencies data.
Add/Edit/Delete Categories option
Determines whether the profile will enable users to modify administrative categories as defined in the Admin Categories dialog box.
Edit Admin Preferences option
Determines whether the profile will enable users to modify administrative preferences as defined in the Admin Preferences dialog box.
Provision Users from LDAP
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.
Add/Edit/Delete Global Visualizer Layouts option
Determines whether the profile will enable users to edit, rename, and delete global Visualizer layouts, and allows users to promote (add) layouts from the User or Project Layouts category. To promote layouts from the Projects Layout category, you also need the Add/Edit/Delete Project Visualizer Layouts privilege.
Add/Edit/Delete Global Visualizer Filters option
Determines whether the profile will enable users to create, modify, and remove global filters in Visualizer.
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 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 Global Project/WBS Layouts option
Determines whether the profile will enable users to create, modify, and remove global project and WBS layouts.
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 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 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 Stored Images option
Determines whether the profile will enable users to create, modify, and remove stored images.
Tips:
- P6 Professional includes a global profile called Admin Superuser. This profile automatically gives a user all of the preceding privileges for all projects and P6 Professional features (assuming all applicable checkboxes are marked on the Users dialog box, Module Access tab). To enable read/write privileges for all projects and features, you can apply the Admin Superuser profile to a user.
- The previous table groups each privilege by functionality. The privileges are listed in the same order as displayed in the Security Profiles dialog box. To view the privileges in alphabetical order in the Security Profiles dialog box, click the Privileges bar.