The Reflection project and Activity Owner features can be used together to collect and review activity progress information from project team members who are not assigned as activity resources.
A Reflection project is a copy of an active project that can be used for what-if analysis. However, unlike a standard what-if project, a Reflection offers the capability to review all changes and specify which, if any, should be merged into the active source project.
An Activity Owner who has Contributor module access (defined in P6) and the required security privileges can update the activity's status and other details in P6. By offering an Activity Owner OBS access to a Reflection project, rather than its associated active source project, Project Managers can collect the data they require and have the ability, through a review process, to ensure data integrity for the active project.
To implement these activity status reporting and review capabilities, do the following:
- For the appropriate users, grant the required Contributor module access (assigned using P6), OBS access, and security privileges.
Ensure that these users have access only to the OBS associated with the Reflection project. If an activity owner is granted OBS access to the source project, their changes will be incorporated into the active project without the review opportunity that a Reflection project provides.
So that they can edit activities for which they are designated as Owner, team members must be granted the required project privileges. - Designate owners for activities.
- Create the Reflection project, assigning it to the appropriate OBS.
- Review and merge changes from the Reflection project to the source project.
Note
- Regardless of security privilege settings, users with Contributor module access (assigned using P6) can not add, delete, or edit WBS elements and they can not add or delete activities or delete resource assignments.