Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later

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Administering Users, Access and Views in P6 EPPM

(Web) Release 8 and later

Mike Wilson

Technical Support Engineer

5

AGENDA

• New Web Administrative Features Setup

• Application Settings

• Enterprise Data

• Global Scheduled Services

• User Access (including adding new users)

• User Interface Views

• User Sessions

• Dashboards

• Prototype User

© 2012 Oracle Corporation – Proprietary and Confidential

6

Previous Admin Features

Admin Menu From 7.0

Windows Client

Admin Menu From 7.0 Web

Access


7

New Administer Menu in 8.1


8

Application Settings


9

Application Settings- Data Limits


10

Application Settings- Earned Value


11

Application Settings- General


12

Application Settings- ID Lengths


13

Application Settings- Services


14

Application Settings- Timesheets


15

Application Settings- Time Periods


16

Enterprise Data


17

Enterprise Data- Global


18

Enterprise Data- Projects


19

Enterprise Data- Activities


20

Enterprise Data- Resources


21

Enterprise Data- Risks


22

Enterprise Data- Issues


23

Enterprise Data- Documents


24

Global Scheduled Services


25

User Access


26

User Access- Users


27

User Access- Users (cont.)


28

User Access tips

• When you are setting up new users or rearranging

your user access, it is best to first establish your

Global Security Profiles.

• Add one new user to each of your Global Security

Profiles. Once your user is set up to your

specifications, you can then use the copy/paste

function to add the additional users to each group.


29

User Access Tips (cont.)

• In 8.2, the following information is now copied when

copying existing users which makes it easier for

administrators to manage users: Toolbars for

Activities, EPS, and Assignments views, Global user

preferences, and Assigned user interface views

• Also new in 8.2, you can now use the new Create

Resource from Selected User action on the Users

page to create and assign a resource to an existing

user in one step. This can significantly reduce the

time and effort required to set up resources.


30

User Access Tips (cont.)

• Clicking on the Count

icon in the

Toolbar will show you

the number of users

currently assigned to

each module.


31

User Access- OBS


32

User Access- Global Security Profiles


33

Global Security Profiles-

Administration


34

Global Security Profiles- Codes


35

Global Security Profiles- Global Data


36

Global Security Profiles- Resources


37

Global Security Profiles- Templates


38

Global Security Profiles- Tools


39

Global Security Profiles- Views and

Reports


40

User Access- Project Security Profiles


41

Project Security Profiles- Activities


42

Project Security Profiles- Codes


43

Project Security Profiles- EPS and

Projects


44

Project Security Profiles- Project Data


45

Project Security Profiles- Related

Applications


46

Project Security Profiles- Resource

Assignments


47

Project Security Profiles- Timesheets


48

Project Security Profiles- Tools


49

Project Security Profiles- Views and

Reports


50

User Interface Views


51

Creating a New User Interface View


52

User Interface Views- Dashboards


53

User Interface Views- Portfolios,

Resources, and Projects


54

User Interface Views- Administer


55

User Interface Views- Activity Editing


56

User Interface Views- Users


57

User Sessions


58

Dashboards


59

Manage Dashboards


60

New Dashboard- Content


61

New Dashboard- Layout


62

New Dashboard- Access


63

Prototype User

• Great if you are going to be adding a large number of

users that you want to have a consistent interface

when they initially log in.

• You can associate default global Dashboards and

global preferences that apply to all new P6 users.

• Define a prototype user configuration, in combination

with defining user interface views.

• The prototype user configuration that you created is

automatically copied to each new P6 user you add.


64

Prototype User (cont.)

• If you do not create a prototype user

configuration, the default "User Interface View for

new users" will be used to determine which

dashboards will be displayed when a user logs in

for the first time.

• If no "User Interface View for new users" is set,

the user will be prompted to select dashboard

settings during the initial login.


65

Creating the Prototype User

To create a prototype user:

1.Create a user named "Default“. This User will

represent the default Prototype user, storing the

Portlets display and global preference settings you

specify.

2.Log in to P6 as the new prototype user named

"Default“.

3.Customize the Personal Workspace to specify the

default portlets you want to display for new users. In

addition to choosing the portlets to display, also

specify related portlet options, as necessary.


66

Creating the Prototype User (cont.)

4. Set the Global Preferences you want to apply to

new users.

5. Log out of P6.

6. Log in to the P6 Administrator Application.

7. Under the configuration to which you want to add

the prototype user, expand the Application node.

8. Select Prototype User, then press F2 to edit the

field.

9. Type the name of the prototype user, click Save

Changes, and exit the Administrator Application.


67 © 2012 Oracle Corporation – Proprietary and Confidential

68

THANK YOU


Date post:	21-Feb-2017
Category:	Business
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Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later

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