Configuring P6 Team Member View Preferences

Configure the Team Member view preferences to enable users to view and update the fields that are important for statusing the project in P6 Team Member Web, P6 for Android, or P6 for iOS.

To configure view preferences:

Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page:
1. Select a project.
2. Click Row Actions and select Set Project Preferences.
3. In the Project Preferences dialog box, click Team Member then click the Status Updates tab.
4. On the Status Updates tab:
  - Choose whether you want team members to provide status at Assignment Level, Activity Level, or both.
  - If you selected the Activity Level option choose whether you want team members to provide status As Owner or As Primary Resource. Select the As Owner option if your team members are assigned Team Member work distribution filters.
  - Click Add to add an Assignment Field or Activity Field and select the field you want team members to use to update their activities. Users assigned Team Member work distribution filters update Activity Fields.
  - Choose whether you want team members to update Additional Time Spent or Total Time Spent when updating actual units.
  - Select whether you want Team Members to be able to see Planned units, Baseline dates, and Total float.
  - Choose whether you want team members to update status in P6 Team Member Web Timesheets view by changing Percent Complete or Remaining Units.
  - Choose whether you want primary resources to be able to mark activities as complete.
  - Choose whether you want primary resources to be able to update activity dates in timesheets.
5. On the Activity Updates Tab:
  - Select the Add and delete steps option if you want to allow team members using P6 Team Member Web, P6 for Android, or P6 for iOS to add and delete their own steps.
  - Select the Update notebooks option if you want to allow team members using P6 Team Member Web, P6 for Android, or P6 for iOS to be able to update notebook topics.
  - Select the Status other resource assignments on an activity option if you want to allow team members using P6 Team Member Web who are assigned as the activity owner, primary resource or who have been assigned Team Member work distribution filters, to update other resource assignments on the activity.
  - Select the Warn team members when their update might put the activity out-of-sequence option if you want team members using P6 Team Member Web, P6 for Android, or P6 for iOS to receive a warning if the change they are trying to make could affect schedule logic.
  - Click Add Code or UDF and select a global activity code, EPS activity code, or a UDF that should be visible to team members. The Read-only option next to each code and UDF is selected by default. If you want team members to update the code or UDF value clear this option.
  - Click Add Step UDF and select a step UDF that should be visible to team members. The Read-only option next to each code and UDF is selected by default. If you want team members to update the code or UDF value clear this option.
6. On the Activity Assignments Tab:
  - Select the Assign themselves to activities option if you want to allow team members using P6 Team Member Web, P6 for Android, or P6 for iOS to add themselves to activities.
  - Select the Outside assigned OBS access option if you want to allow team members using P6 Team Member Web, P6 for Android, or P6 for iOS to add themselves to activities even if the resource does not have access to the relevant OBS for the activity.
  - Select the Assign themselves to activities with role assignments matching Team Member's role option if you want to allow team members using P6 Team Member Web, P6 for Android, or P6 for iOS to be able to assign themselves to activities on the basis of their role. Then select which Units/Time and Overtime factor to use when a resource assigns themself to an existing activity assignment, and when a resource and role share an activity assignment.
  - Optionally select whether the assignment proficiency should be considered when team members assign themselves to an activity on the basis of their role.
7. Click Apply.

Tips

Time Spent is read only if the Team members enter new actual units option is selected.
If reviews are enabled for status updates and you allow team members to add or delete steps, the status reviewer is prompted to approve the change of a step name; however, steps that are added or deleted by a team member are not submitted for review.
The assignment and activity fields display in P6, Email Statusing Service, P6 for Android, and P6 for iOS in the following order, if selected:
- Expected Finish
- Activity % Complete
- Remaining Duration
- Actual Units or Actual Labor Units
- Actual Nonlabor Units
- Remaining Units or Remaining Labor Units
- Remaining Nonlabor Units
The activity codes and UDF fields will appear in the P6, Email Statusing Service, P6 for Android, and P6 for iOS interfaces in the same order as shown on this tab.

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