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.
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.
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