Privileges Detail Window of the Project Security Profiles Page

Overview

Use this page to configure project security profiles and define assigned privileges. Define specific privileges for the profile using the detail windows. The options you configure on each detail window apply to the selected profile.

Overview

Use this detail window to assign project security privileges to the selected project security profile.

Screen Elements

Activities Category

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. Users assigned a profile with this privilege can also designate another user as an activity owner and be assigned as a status reviewer for reviewing status updates from P6 Team Member interface users. Users assigned Team Member work distribution filters must have this privilege assigned. 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.

Add/Edit/Delete Activity Relationships option

Determines whether the profile will enable users to create, modify, and remove activity relationships assigned to 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.

Add/Edit/Delete Expenses option

Determines whether the profile will enable users to create, modify, and remove expenses assigned to projects.

Delete Discussion Comments option

Determines whether the profile will enable users to delete discussion comments assigned to activities.

Codes Category

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.

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.

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.

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.

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.

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.

EPS and Projects Category

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 Projects option

Determines whether the profile will enable users to create, copy, and paste projects within the EPS node. To create project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile.

Delete Projects option

Determines whether the profile will enable users to delete, cut, and paste projects within the EPS node. To delete project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile.

Edit Project Details Except Costs/Financials option

Determines whether the profile will enable users to set Project Preferences and to edit project-level data. This privilege also enables users to assign or remove a risk scoring matrix to a project in the Risk Scoring Matrices page in Enterprise Data.

Certain Project Preferences, such as editing Publication Priority, require additional privileges. To assign a project baseline, users must also have the 'Assign Project Baselines' project privilege assigned to their profile. To edit cost UDFs, users must also have the 'Edit WBS Costs/Financials' project privilege assigned to their profile.

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.

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.

Delete Project Data with Timesheet Actuals option

Determines whether the profile will enable users to delete activities and resource assignments for projects that have timesheet actuals. This includes cutting an activity with timesheet actuals and pasting the activity to another project. To delete project data at all different levels (activity, WBS, project, and EPS), users must also have the appropriate privileges assigned to their profile. For example, to delete activities with timesheet actuals, users must also have the 'Delete Activities' project privilege assigned to their profile. To delete activities and WBS nodes with timesheet actuals, users must additionally have the 'Add/Edit/Delete WBS Except Costs/Financials' project privilege assigned to their profile.

Delete Published Project Data option

Determines whether the profile will enable users to delete published project data using the Delete Published Data action on the EPS page.

Export Project Data option

Determines whether the profile will enable users to export project data and download data to Excel using the Download link below grids. This privilege also conveys the ability to copy and paste data out of the project or EPS node.

Project Data Category

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.

Related Applications Category

Administer Project External Applications option

Determines whether the profile will enable users to modify entries in the External Applications feature in P6 Professional.

Exchange Project Data with Primavera Unifier option

Determines whether the profile will enable users to exchange project data with a linked Primavera Unifier project.

Exchange Project Data with Oracle Primavera Cloud option

Determines whether the profile will enable users to exchange project data with a linked Oracle Primavera Cloud project.

Exchange Project Data with Gateway option

Determines whether the profile will enable users to exchange project data with a project linked via Primavera Gateway.

Resource Assignments Category

Add/Edit Activity Resource Requests option

Determines whether the profile will enable users to create and modify resource requests for activities.

Add/Edit/Delete Resource Assignments for Resource Planning option

Determines whether the profile will enable users to add, edit, or delete resource assignments on the Planning Page of the Resources Section.

Add/Edit/Delete Role Assignments for Resource Planning option

Determines whether the profile will enable users to add, edit, or delete role assignments on the Planning Page of the Resources Section.

Edit Committed Flag for Resource Planning option

Determines whether profile will enable the users to edit the committed flag on the Planning Page of the Resources Section.

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.

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.

Tools Category

Apply Actuals option

Determines whether the profile will enable users to apply actuals to activities in projects.

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 using P6 Professional, and whether users can open projects exclusively. Opening a project exclusively places a lock on the project allowing only the user who opened the project to make changes to the project. Other users can view project data, but cannot make updates until the exclusive lock is released.

Level Resources option

Determines whether the profile will enable users to level resources in projects. This privilege also selects the 'Schedule Project' project privilege.

Schedule Projects option

Determines whether the profile will enable users to schedule projects.

Monitor Project Thresholds option

Determines whether the profile will enable users to run the threshold monitor for projects in P6 Professional.

Store Period Performance option

Determines whether the profile will enable users to track actual this period values for actual units and costs in projects. The 'Add/Edit Activities Except Relationships' project privilege is also required for this functionality.

Summarize Projects option

Determines whether the profile will enable users to summarize data for all projects in the EPS.

Edit Publication Priority option

Determines whether the profile will enable users to edit the Publication Priority for the project. This privilege should be granted only to administrators to optimize the flow of projects through the service queue.

Run Baseline Update option

Determines whether the profile will enable users to update baselines assigned to projects with new project information using the Update Baseline tool.

Run Global Change option

Determines whether the profile will enable users to run Global Change specifications to update activity detail information in P6 Professional.

Allow Integration with Primavera Unifier option

Determines whether the profile will enable users to link projects to Primavera Unifier projects and schedule sheets.

Perform Global Search & Replace option

Determines whether the profile will enable users to use Global Search & Replace to update project, WBS, and activity information in P6.

Views and Reports Category

Add/Edit Project Level Layouts option

Determines whether the profile will enable users to create, modify, and remove project level layouts in the Activities, Assignments, or WBS windows in P6 Professional.

Edit Project Reports option

Determines whether the profile will enable users to modify reports, modify report batches, and export reports for projects in P6 Professional.

Publish Project Website option

Determines whether the profile will enable users to publish a Web site for projects in P6 Professional.

Add/Edit/Delete Project Visualizer Layouts option

Determines whether the profile will enable users to create, modify, and remove project layouts in Visualizer.

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