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Global and Project Security Profile Settings in Primavera P6

You are here: Home / Primavera P6 / Global and Project Security Profile Settings in Primavera P6

July 9, 2012 By TheP6Pro

During the configuration of a Primavera P6 EPPM system, one of the main tasks is to develop the access privileges for all the different users. Users in Primavera P6 require two different profiles to control what they can do in the system; a Global Security Profile and a Project Security Profile.

Global Security Profile

The Global Security profile determines what global items in the system the user can add, edit or delete. For example, do you want the user to be able to modify the Organizational Breakdown Structure (OBS), edit the Enterprise Project Structure (EPS) or define their own project or activity codes? Access to all the global elements of the system are controlled by this profile, which in turn is assigned to the appropriate users.

Project Security Profile

The Project Security profile determines what users can do within projects. This covers such things as creating or deleting projects, adding activities, deleting activities, saving a baseline, importing or exporting data and so on. This profile is assigned to users via the OBS, creating a very flexible way of controlling user’s project access across the system.

Profile Options

The options are numerous with 64 global security options and 54 project security options to choose from. Primavera P6 ships with a number of pre-configured profiles including Project Manager, Resource Manager, Read-only rights and so on. However, you will likely need to modify these existing profiles or add new ones to the system to satisfy the needs of your particular organization.

Getting the settings just right for the different roles can be time-consuming and often requires a little trial and error before everyone is happy. To assist you in designing each of the global and project security profiles you need, we’ve created a work sheet that lists all the global and project settings. You can download this free PDF and use it to help you design your security profiles for the different roles within your organization.

Global and Project Security Profile Settings Worksheet.pdf

These worksheets are extracts from the Ten Six Primavera P6 Administrator’s training course; a one day event available on-site or on-line that teaches all the administrative skills needed to maintain and manage Primavera P6 in and enterprise environment.

For more Primavera P6 articles click here

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  • Training
    ▼
    • Primavera P6 Training
    • Deltek Training
    • Microsoft Project Training
    • Project Management Training
    • Earned Value Management Training
    • Open Training Class Dates
    • Customized Video Training Classes
  • Consulting
    ▼
    • Project Management
      ▼
      • Assessments and Health Checks
      • Organizational Change Management
      • Project Governance
      • Project Management Tool Selection
      • Risk Analysis Services
      • Scheduling Services
      • Project Management Staff Augmentation
    • Project Management Office (PMO)
      ▼
      • PMO Pulse Check
      • PMO Implementation Planning
      • PMO Organization Change Management
      • PMO Project Manager Leadership Development
      • PMO Planning Best Practices
      • PMO Scheduling Best Practices
      • PMO Enterprise Tool Training
      • Program Manager Challenges
    • Earned Value Management
      ▼
      • EVMS RFP Support
      • EVMS Assessments
      • Earned Value Management Tool Selection
      • EVMS System Description and Process Development
      • Integrated Baseline Review (IBR) Preparation and Conduct
      • EVM Certification Support
      • Integrated Master Schedule (IMS) Health Check
      • Action Plan Development for Progress Assessment Reviews
      • Earned Value Data Analysis and Reporting
      • WBS Guidelines for Government Acquisition Programs (MIL-STD 881D)
      • EVMS Staff Augmentation
    • Risk Management
      ▼
      • Risk Management Support and Consulting
      • Risk Management Maturity Assessment® (RMMA)
      • Risk Management Checkup Services (RMCS®)
      • Risk Management Training and Workshops
    • Portfolio Management
      ▼
      • IT Portfolio Management
      • Corporate Governance Portfolio Management
      • Product Portfolio Management
      • Public Sector Portfolio Management
      • New Product Development Portfolio Management
    • ISO 21500 Assessment
  • Software
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    • Primavera P6
      ▼
      • Primavera P6 Application Consulting
      • Primavera P6 BI Publisher Services
      • Primavera P6 Technical Consulting
      • Primavera P6 Integration
      • Primavera P6 Knowledge Transfer, Mentoring and Coaching
      • Primavera P6 Staff Augmentation
    • Primavera Unifier
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      ▼
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      • Deltek Cobra Integration
      • Deltek Cobra Staff Augmentation
    • Microsoft Project
      ▼
      • Building an Integrated Master Schedule (IMS)
      • Integrating Microsoft Project with Deltek Cobra
      • Migrating From Microsoft Project To Oracle Primavera P6
      • Microsoft Project to Primavera P6 Conversion Service
  • Blog
    ▼
    • Deltek Acumen
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    • Earned Value Mgmt
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