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User interface views overview - From The Administrator's Perspective

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A user interface view is a customized view of the Dashboards, Portfolios, Projects, and Resources sections of P6 Web Access typically associated with a role. Since the functionality essential for a user's role in a project differs per industry and organization, you can create user interface views that correspond to your user's needs in the organization. You can also utilize user interface views to restrict user access to some P6 Web Access functionality.

You can create a user interface view that exposes functionality essential for a user's role and hides functionality that is not applicable. For example, assume that in your organization a Project Manager has module access to P6 Web Access and is responsible for adding activities to the schedule, updating projects, and tracking project progress against the baseline plan. Your organization does not track issues and risks and the Project Manager is not responsible for approving timesheets or allocating resources. Using this example, you could create a user interface view that:

Note: Module access that an administrator grants a user always takes precedence over settings specified in the user's assigned interface view. For example, if a user’s assigned view provides access to items in the Resources section but the user does not have the module access to the Resources section, the user will not be able to access the Resources section.

When creating a user interface view, you can choose to create a new user interface view and configure the view from scratch, or you can choose to use an existing view as a template and make any necessary adjustments to the view. For each user interface view, you choose the tabs, tab icons, and action menu items you want to display, and the order in which they appear in each section of P6 Web Access.

To further enhance a role-specific configuration of P6 Web Access, you can assign global dashboards and multi-user dashboards created by you to a user interface view. If you assign a multi-user dashboard to a user interface view, only users who have access to the dashboard as specified on the Access tab of the Create Dashboard page can view the dashboard. Users who have access to Manage Dashboards (in the Dashboards action menu) enabled in their view can use the Manage Dashboards page to create dashboards and choose which dashboards are displayed on the Dashboards Home page.

After creating user interface views that correspond to the roles in your organization, you assign users to the views. When assigning users to each user interface view, you may designate that users can edit the options you define for a user interface view. You can also select a default view for all new users who are not yet assigned a view. Existing users who are not yet assigned a view can access all functionality.

Note: You can create user interface views only in P6 Web Access; however, you can assign users to views in P6 Web Access and the Project Management module. For information on assigning users to views in the Project Management module, refer to the Project Management module Help or the P6 Administrator's Guide.

Once you assign users to views, users can view their view settings on the View Preferences tab. Users who have the rights to edit user interface views can modify their views to suit their needs.

Note: The View Preferences tab is not available to users who have access to projects by invitation or to users of the Team Member application.

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