Configuring the Bridge

To configure the bridge for Project Management systems, complete the following steps:

Note: In a distributed setup, Bridge for Primavera Portfolio Management must be setup and configured in the Front-End and the Primary Back-End.

Sign in to Primavera Portfolio Management as an administrator.
From the Setup menu, select Setup....
The Setup screen displays.
From the Setup list, select Modules.
The Setup-Modules page displays.
In the left pane, select the Add-Ons folder.
In the right pane, select the PM Bridge, and then select Edit....
The Module dialog box displays.
Set Read permissions for user groups as follows:
1. In the Name field, select a user or a user group, then select Add.
  The User dialog box displays.
2. From the Permission list, select Read permissions for the user group, or user.
3. Select OK.
  This grants Read permission to the appropriate users of Primavera Portfolio Management, allowing them to add a connection to a MS Project Server in the Bridge.
  
  If the Permission is not Read, select Edit to set it to Read. For more information refer to the Primavera Portfolio Management, Users Guide.
If you have multiple versions of P6 within your organization, connect to each P6 Bridge version:
1. In the right pane of the Setup-Modules page, select the P6 Bridge version you want to connect to, and then select Edit....
  The Module dialog box displays.
2. Give Read permission to a user group or user allowing them to add a connection to a Primavera P6 server in the Bridge as follows:
  1. In the Module dialog box, select Add.
  2. In the Name field, select a user or a user group, then select Add.
  3. The User dialog box displays.
  4. From the Permission list, select Read permissions for the user group, or user.
    If the Permission is not Read, select Edit to set it to Read. For more information refer to the Primavera Portfolio Management, Users Guide.
  5. Select OK.
Close the Setup screen.

Last Published Thursday, February 29, 2024