Team Member Tab of the Project Preferences Dialog Box of the EPS Page
Overview
Use this tab to configure fields for team members' status updates, activity updates and status reviews in P6 Team Member interfaces, P6 for Android, or P6 for iOS for the selected project. If an EPS node is selected, the data shown here represents the default settings for the fields.
Screen Elements
Status Updates section
My Activities area
Team Members are required to status at: options
Assignment Level: Determines whether team members using P6 Team Member interfaces, P6 for Android, or P6 for iOS should report status against resource assignments.
Activity Level: Determines whether team members using P6 Team Member interfaces, P6 for Android, or P6 for iOS should report status for the project against activities.
As Owner: Detemines whether team members report status against activities as the activity owner.
As Primary Resource: Detemines whether team members report status against activities as the primary resource.
If you select both the Assignment Level and Activity Level options and select that Team Members report As Primary Resource, Team Members who are both the primary resource and owner of an activity will see two tiles in the My Activities page:
- The tile which allows the team member to log time against the assignment represents their role as the primary resource.
- The tile which also allows the team member to change the percent complete for the activity represents their role as the owner.
If team members are assigned Team Member work distribution filters, the activity owner option must be selected.
Assignment Fields area
+ Add button
Adds a new row enabling you to choose a field for resource assignments or activity owners to use in P6 Team Member interfaces, P6 for Android, or P6 for iOS to status their activities.
Assignment Fields list
The fields you want team members assigned as resource assignments to use to status their activities.
Activity Fields area
+ Add button
Adds a new row enabling you to choose a field for resource assignments or activity owners to use in P6 Team Member interfaces, P6 for Android, or P6 for iOS to status their activities.
Activity Fields list
The fields you want team members assigned as activity owners or users assigned Team Member work distribution filters to use to status their activities.
Note: If steps are used to calculate Activity % Complete and Percent Complete Type is set to Physical for an activity, Activity % Complete is calculated from the steps and is not editable.
General area
When updating actual units, team members update via: options
Additional Time Spent: If this option is selected, Team Members will enter time into the Log Additional Time field, which will then automatically be added to time spent.
Total Time Spent: If this option is selected, Team Members will enter time directly as Time Spent.
Show fields in My Activities and Timesheets options
Determines whether team members using P6 Team Member interfaces see planned units, primary baseline dates, total float, and discussions in the My Activities and Timesheets pages.
Timesheets area
Select the field team members use to status activities in Timesheets view options
Determines whether team members using P6 Team Member interfaces, P6 for Android, or P6 for iOS should report status for the project as Percent Complete or Remaining Units.
Allow primary resources to mark activities as complete without approval option
Determines whether team members using P6 Team Member interfaces and assigned as the primary resource on the activity can mark activities as complete without the change requiring approval in the activities page of P6.
Allow primary resources to update activity dates option
Determines whether team members using P6 Team Member interfaces and assigned as the primary resource on the activity can update the dates of an activity in a timesheet.
Activity Updates section
Team members can: options
Determines the actions team members can take using P6 Team Member Web, P6 for Android, or P6 for iOS.
Add and delete steps: Determines whether team members can add and delete steps for activities. If you do not choose this option and steps are added to the activity, team members can view the steps, enter the % Complete, and mark the steps complete.
Update notebooks: Determines whether team members can update notebooks on activities.
Status other resource assignments: Determines whether team members can provide status for other resources.
Warn team members when their update might put the activity out-of-sequence option
Determines whether team members using P6 Team Member interfaces will see a warning message when an update they attempt to make to an activity could result in the activity being out-of-sequence according to the schedule logic.
Note: Completed predecessors and relationships with activities in other projects are ignored when P6 checks for updates that might put an activity out-of-sequence.
Add Code or UDF button
Adds a new row enabling you to choose a global activity code, EPS activity code, activity UDF, project code, or project UDF.
Code or UDFs list
The additional fields team members can view in P6 Team Member Web, P6 for iOS, or P6 for Android, or update using P6 Team Member Web or P6 for iOS.
Delete button
Deletes the row from the list.
Read Only option
Prevents users in P6 Team Member Web modifying the code or UDF.
Add Step UDF button
Adds a new row enabling you to choose a step UDF.
Step UDFs list
The step UDFs team members can view in P6 Team Member Web.
Delete button
Deletes the row from the list.
Read Only option
Prevents users in P6 Team Member Web modifying the code or UDF.
Project Details Section
Add Code or UDF button
Adds a new row enabling you to choose a global activity code, EPS activity code, or a UDF.
Activity Assignments Section
Team members can: options
Determines the actions team members can take to assign themselves to an activity using P6 Team Member Web, P6 for Android, or P6 for iOS.
Assign themselves to activities: Determines whether team members can assign themselves to activities.
Outside assigned OBS access: Determines whether team members can assign themselves to activities even if the resource does not have access to the relevant OBS for the activity.
Assign themselves to activities with role assignments matching Team Member's role option
Determines whether team members can assign themselves to activities with unstaffed role assignments that match their role.
When assigning a resource to an existing activity assignment: options
Always use the new resource's Units/Time and Overtime factor: When this option is selected, the system updates the selected assignment to the new resource's units/time and overtime factor.
Always use current assignment's Units/Time and Overtime factor: When this option is selected, the current assignment's units/time and overtime factor are not updated.
When a resource and role share an activity assignment: options
Always use resource's Price/Unit: When this option is selected, the system updates the selected assignment to the resource's price/unit.
Always use role's Price/Unit: When this option is selected, the role's price/unit is used.
Use Assignment Proficiency: If this option is selected, the team members can assign themselves to unstaffed role assignments only if their role proficiency is greater than or equal to the selected proficiency level.
Status Reviews section
Enable review for team member status updates option
Determines if team member status update reviews are enabled for activities in the project. When the option is cleared, all team member status updates are auto-approved.
Review required by default for new activities option
Determines if all new activities added to the project require approval.
To remove this requirement for an activity, clear the Review Required option for the activity on the Activities page.
Review Type list
Determines who can review status updates. Available options are Anyone can review and Everyone must review.
Reviewers list
The people responsible for reviewing activity updates made by team members in P6 Team Member interfaces.
Status reviewers must have the 'Add/Edit Activities Except Relationships' privilege assigned to the project security profile controlling their access to the project. A user with Admin or Project Superuser privileges can also review, update, and approve Team Member status updates.
Getting Here
- Click Projects.
- On the Projects navigation bar, click EPS.
- Select a project or EPS node, click the Row Actions menu and select Set Project Preferences.
- Click the Team Member tab.
Related Tasks
Last Published Wednesday, July 10, 2024