The Administration Home page enables you to define common project and application-related items if you have the proper security privileges. The project-related items you can define on this page include:
- Project User Defined Fields
- Issue codes, issue forms, and issue categories
- Workflow Templates
- Global, EPS and Project Activity Codes
Once they are defined, these items are available for you to use when you define projects.
The links that display on this page depend on your access privileges as defined in the global profile. For example, the Issues section of the Administration Home page only displays when the user is assigned the required security privileges.
On the Administration Home page you can:
- Create or modify project user defined fields
- Create or modify issue codes
- Create or modify issue forms
- Create or modify issue form categories
- Create or modify workflow templates
- Create categories for workflow templates
- Create or modify user interface views
- Create or modify activity codes
Create or modify project user defined fields
Use Project User Defined Fields to create custom project fields. These custom fields are used to track data specific to projects that may not already be accounted for in the database.
In the User Defined Fields section, click Project User Defined Fields to create, modify, or delete project user defined fields that can be used in all projects across your organization.
Create or modify issue codes
Use Issue Codes to organize and categorize issues across multiple projects in a way that is meaningful to your organization. By using issue codes, you can quickly search for, and view, issues according to the specific criteria you chose. For example, if you define an issue code for equipment issues, you can search on "equipment" to find all issues that deal with equipment.
In the Issues section, click Issue Codes to create or modify issue codes, and make them available to all projects.
When you define an issue code, you can also assign a value to it to further categorize the issue. For example, if you create an issue code called Severity, you might want to add values such as high, medium, and low to indicate the level of impact on the project.
Create or modify issue Forms
Use Issue Forms in the Issues section to specify the information required for adding a new issue to the project. When you create an issue form, it becomes the framework used when you select it to create a new issue.
When you create an issue form, you can select the default form as a starting point for creating the new form, or you can select an existing form to use as a starting point.
In the Issue section click Issue Forms to create a new issue form or to modify an existing one.
Create or modify issue form categories
Use Issue Form Categories in the Issues section to group the project issue forms in a way that is meaningful to your organization. The categories will enable you to more easily locate the type of issue form to use when you create a new issue.
In the Issues section click Issue Form Categories to create the categories for the issue forms you create, or to modify existing category names. You can use the categories to organize the Issue forms used to create new project issues.
As you create a new issue form, you will be able select the proper category for the issue form from the list of categories you defined.
Create or modify workflow templates
Note: The availability of workflow templates, including the create or modify workflow templates, workflows, and related features requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to the P6 Administrator's Guide.
Create workflow templates
Use workflow templates in the Workflow Templates section to create templates that define the process by which requests for new work are routed throughout the organization in order to gather information before a go/no-go decision is made.
Typically, one person is authorized to define the workflow template structures that meet the needs of the organization, while many people may be authorized to initiate project requests that rely on those templates.
There is one type of workflow template:
- Request templates – These define the workflows for evaluating new project requests.
In the Workflow Templates section:
- Click Create Request Template to create a new project request template.
Modify workflow templates
After workflow templates are created, you can modify the templates as needed by using the links on the Administration Home page.
In the Workflow Templates section:
- Click Modify Request Template to modify an existing project template.
Create categories for workflow templates
Use Categorize Templates in the Workflow Templates section to create categories for the request templates. These workflow categories will enable you to organize the workflow templates in a way that is useful to your organization.
Categories enable you to more easily locate the template to use when creating a new request. Each category can apply to both types of workflow templates.
Create or modify user interface views
Use Create User Interface View in the Manage User Interface Views section to create user interface views and assign users to them. You can also modify or delete an existing user interface view.
Create or modify activity codes
Use Global, EPS and Project Activity Codes in the Activity Codes section to display, create, or modify global, project, and EPS activity codes.