How to Setup P6 users in P6 version 8

  • P6 User setup and security has moved from the client to web version starting in version 8
  • The steps to setting up users remains the same but the screens look a little different
  • Please see the screens below to add or modify P6 users in version 8  

Adding and Modifying P6 Users:

  • Open P6 Web
  • Click on the Administer dropdown and select User Access

CDP - Create user in P6 version 8 (1)

  • There are four sections under User Access:  Users, OBS, Global Security Profiles, and Project Security Profiles
  • Click on the Users section to add/modify users
  • There are two tabs:  Project Access and Module Access
    • Project Access determines which Projects the user can see
    • Module Access determines which P6 functionality the user has

CDP - Create user in P6 version 8 (2)

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Module Functionality:

Each module represents either components or distinct role-based functions of the P6 EPPM suite.

These modules are components of P6 EPPM:

Enterprise Reports: Access and run reports.

Integration API: Enables developers to create programs to integrate P6 with other products and generate reports.

P6 Analytics: Access to the star database through Oracle Business Intelligence.

P6 Optional Client: Access to Windows-based application.

Progress Reporter: Allows access to timesheets application.

Web Services: Enables developers to create programs to integrate P6 with other products.

These modules are role-based functions in P6 EPPM. At least one of these modules must be assigned to access P6:

Projects: Allows users to access the Projects section, Project Performance portlets in the Dashboards section, document management, and workflow functionality.

Resources: Allows users to access the Resources section, Resources portlets in the Dashboards section, document management, and workflow functionality.

Portfolios: Allows users to access the Portfolios section, Project Performance portlets, the Portfolio View portlet in the Dashboards section, document management, and workflow functionality.

Team Member: Allows access to the timesheets application as well as limited functionality in P6, such as the Dashboards and Projects sections (Workspace and Activities pages).

  • Next Click on the OBS (Organizational Breakdown Structure) section.
    • Set each user to the correct OBS 

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  • Click on the Global Security Profile
    • Assign each user to a Global Profile.  This will control what the user can and can’t do at the Global (Master Dictionary) level.  Set the appropriate levels for each of the sections:  Administration, Codes, Global Data, Resources, Templates, Tools, Views and Reports.

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  • Finally, set the Project Security Profile for each user.
    • Setup the appropriate project level security for the following sections:  Activities, Codes EPS and Projects, Projects Data, Related Applications, Resource Assignments, Timesheets, Tools, Views and Reports.

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For more detailed information about setting up users in P6, please email CDP, Inc. or call us at 1-800-648-0527 

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