A project profile definition identifies the specific access privileges that are granted by the profile. Each project profile is associated with an organizational breakdown structure (OBS) element to determine which EPS structure elements an individual user can access.
Add Projects option
Determines whether the profile will enable users to modify EPS budget logs, funding sources, and spending plans.
Delete Projects option
Determines whether the profile will enable users to delete, cut, and paste projects within the EPS node.
Summarize Projects option
Determines whether the profile will enable users to summarize data for all projects in the EPS.
Edit Project Details Except Costs/Financials option
Determines whether the profile will enable users to edit fields in General, Dates, Defaults, Resources, and Settings tabs in Project Details. To assign a project baselines, users must also have the "Assign Project Baselines" project privilege assigned to their profile.
Add/Edit/Delete Issues and Issue Thresholds option
Determines whether the profile will enable users to create, modify, and remove thresholds and issues assigned to projects. The privilege also enables users to assign issue codes to project issues.
Add/Edit/Delete Project Baselines option
Determines whether the profile will enable users to create, modify, and remove baselines for projects.
Add/Edit/Delete Project Calendars option
Determines whether the profile will enable users to create, modify, and remove calendars assigned to projects.
Add/Edit/Delete Risks option
Determines whether the profile will enable users to create, modify, and remove risks assigned to projects.
Add/Edit/Delete Template Documents option
Determines whether the profile will enable users to create, modify, remove project template documents. If the content repository is installed and configured, this privilege also enables P6 users to check out and start reviews for project template documents. P6 Professional users cannot open documents added via a P6 installation with a configured content repository. A profile must be assigned the 'Add/Edit/Delete Work Products and Documents' project privilege before you can select this privilege.
Add/Edit/Delete Work Products and Documents option
Determines whether the profile will enable users to create, modify, and remove project documents that do not have a security policy applied. Document security policies are available only in P6 and only for documents stored in the content repository. When the content repository is installed and configured, this privilege also enables users to create document folders in P6.
Assign Project Baselines option
Determines whether the profile will enable users to assign project baselines to projects. To assign project baselines, users must also have the 'Edit Project Details Except Costs/Financials' project privilege assigned to their profile.
Approve Timesheets as Project Manager option
Determines whether the profile will enable users to approve or reject submitted timesheets as a Project Manager in Timesheet Approval.
Administer Project External Applications option
Determines whether the profile will enable users to modify entries in the External Applications feature in P6 Professional.
Schedule Projects option
Determines whether the profile will enable users to schedule a project.
Level Resources option
Determines whether the profile will enable users to level resources.
Apply Actuals option
Determines whether the profile will enable users to apply actuals to activities in a project.
Store Period Performance option
Determines whether the profile will enable users to track an actual this period value for actual units and costs in a project. A user must be assigned the Add/Edit Activities Except Relationships project privilege before you can assign this privilege.
Edit Period Performance option
Determines whether the profile will enable users to modify period performance values for labor and nonlabor units as well as labor, nonlabor, material, and expense costs using P6 Professional. The 'Add/Edit Activities Except Relationships' and 'View Project Costs/Financials' project privileges are also required for this functionality.
Maintain Project Baselines option
Determines whether the profile will enable users to create, modify, and remove baselines for projects.
Run Baseline Update option
Determines whether the profile will enable users to update a project's baselines with new project information using the Update Baseline utility.
Assign Project Baselines option
Determines whether the profile will enable users to assign project baselines to projects. To assign project baselines, users must also have the 'Edit Project Details Except Costs/Financials' project privilege assigned to their profile.
Add/Edit/Delete Work Products and Documents option
Determines whether the profile will enable users to create, modify, and remove a project's work products and documents.
View Project Costs/Financials option
Determines whether the profile will enable users to display all monetary values for projects. For users who do not have this privilege assigned to their profile, all areas that display monetary values will display dashes and cannot be edited. To use the Recalculate Assignment Costs feature, users must also have the 'Add/Edit Activities Except Relationships' project privilege assigned to their profile. To display the resource price/unit, users must have the 'View Resource and Role Costs/Financials' global privilege assigned to their profile.
Edit Project Activity Codes option
Determines whether the profile will enable users to modify project activity codes data. This privilege also enables users to create, modify, and remove project activity code values and associated Visualizer colors.
Add Project Activity Codes option
Determines whether the profile will enable users to create project activity codes and code values data. This privilege also selects the 'Edit Project Activity Codes' project privilege.
Delete Project Activity Codes option
Determines whether the profile will enable users to remove project activity codes and code values data. This privilege also selects the 'Add Project Activity Codes' and 'Edit Project Activity Codes' project privileges.
Edit EPS Activity Codes option
Determines whether the profile will enable users to modify the name of EPS-level activity codes. This privilege also enables users to create, modify, and remove EPS-level activity code values and associated Visualizer colors.
Add EPS Activity Codes option
Determines whether the profile will enable users to create EPS-level activity codes and code values. This privilege also selects the 'Edit EPS Activity Codes' project privilege.
Delete EPS Activity Codes option
Determines whether the profile will enable users to remove EPS-level activity codes and code values data. This privilege also selects the 'Add EPS Activity Codes' and 'Edit EPS Activity Codes' project privileges.
Monitor Project Thresholds option
Determines whether the profile will enable users to run the threshold monitor for a project.
Publish Project Web site option
Determines whether the profile will enable users to publish a project's Web site.
Edit Project Reports option
Determines whether the profile will enable users to edit a project's reports, edit a project's report batches, and export reports.
Add/Edit/Delete Project Calendars option
Determines whether the profile will enable users to create, modify, and remove calendars assigned to projects.
Run Global Change option
Determines whether the profile will enable users to run Global Change to update activity detail information.
Check In/Check Out Projects and Open Projects Exclusively option
Determines whether the profile will enable users to check projects out to work remotely and then check them back in. Also determines whether the profile will enable users to open projects exclusively.
Add/Edit/Delete WBS Except Costs/Financials option
Determines whether the profile will enable users to create, modify, and remove WBS hierarchy nodes and other WBS level data including notebook entries, earned value settings, milestones, and dates. This privilege does not allow users to edit cost and financial data at the WBS level.
Edit WBS Costs/Financials option
Determines whether the profile will enable users to modify Project or WBS budget logs, funding sources, spending plan, and financial data at the project level. To edit costs and financials at the WBS level, including cost UDFs, users must also have the ‘Add/Edit/Delete WBS Except Costs/Financials' project privilege assigned to their profile. The ‘Edit WBS Costs/Financials' privilege also selects the 'View Project Costs/Financials' project privilege.
Add/Edit/Delete EPS Except Costs/Financials option
Determines whether the profile will enable users to create, modify, and remove EPS hierarchy nodes, edit EPS notebook, and edit all EPS-related data except financial information.
Edit EPS Costs/Financials option
Determines whether the profile will enable users to modify EPS budget logs, funding sources, and spending plans.
Add/Edit/Delete Expenses option
Determines whether the profile will enable users to create, modify, and remove expenses assigned to projects.
Add/Edit/Delete Issues and Issue Thresholds option
Determines whether the profile will enable users to create, modify, and remove thresholds and issues assigned to projects. The privilege also enables users to assign issue codes to project issues.
Add/Edit/Delete Activity Relationships option
Determines whether the profile will enable users to create, modify, and remove activity relationships assigned to projects.
Add/Edit Activities Except Relationships option
Determines whether the profile will enable users to create and modify all activity information in projects, except activity relationships. To modify activity IDs, users must also have the 'Edit Activity ID' project privilege assigned to their profile. To use the Recalculate Assignment Costs feature, users must also have the 'View Project Costs/Financials' project privilege assigned to their profile.
Delete Activities option
Determines whether the profile will enable users to remove activities from projects.
Edit Activity ID option
Determines whether the profile will enable users to modify activity IDs. To modify activity IDs, users must also have the 'Add/Edit Activities Except Relationships' project privilege assigned to their profile.
Edit Future Periods option
Determines whether the profile will enable users to enter, modify, and delete future period assignment values in the Planned Units and Remaining (Early) Units fields of the Resource Usage Spreadsheet using P6 Professional. The 'Add/Edit Activities Except Relationships' project privilege is also required for this functionality.
Add/Edit/Delete Project Level Layouts option
Determines whether the profile will enable users to create, edit, and delete project level layouts in Activities, Assignments, or WBS views.
Add/Edit/Delete Project Visualizer Layouts option
Determines whether the profile will enable users to create, modify, and remove project layouts in Visualizer.
Add/Edit/Delete Risks option
Determines whether the profile will enable users to assign risks to activities and to create, modify, and remove risks.
Tips:
- A project profile, Project Superuser, automatically gives a user all of the above privileges for each project, according to the specified OBS element.
- To allow read-write privileges for all aspects of a project, you can assign a user to a project's root OBS element and then apply the Project Superuser profile to the project/OBS assignment.
- 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.
Note: To view resources' price/unit in reports, users must have "Edit Resources" and "View Resource and Role Costs/Financials" global privileges assigned to their profile.