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Configuring General Settings

Perform the steps below to configure general application settings including calendar and activity duration defaults, URLs for related applications, summarization time periods (also used to store past period performance actuals), and to enable the optional password policy setting.

To configure general settings:

  1. Click the Administer menu and select Application Settings.
  2. On the Application Settings pane, click General.
  3. On the General page:
    1. In the Starting Day of Week section, click the list and choose a day of the week.
    2. In the Password Policy section, select the option to enable the policy.

      Notes:

      • You cannot change passwords if you are running P6 EPPM in LDAP or SSO authentication mode.
      • When the Password Policy is disabled in Application Settings, the password must be between 1 and 20 characters. P6 EPPM does not allow blank passwords.
      • "" When the Password Policy is enabled in Application Settings, the password must be between 8 and 20 characters and contain at least one number and one letter.
    3. In the Contract Management section, click the URL field and enter the URL.
    4. In the Summarization Periods section:
      1. Select the By Calendar option, the By Financial Periods option, or both.
      2. If you select By Calendar, select a time interval value for the WBS Level and Resource/Role Assignment Level fields.
    5. In the Activity Duration section, double-click the field and type the duration.

      Note: Include the time unit in the field. For example, 5.0d for 5 days.

    6. In the Code Separator section, double-click the field and type a separator.
    7. In the Document Management section, click the field and type the P6 URL.
    8. Click Save and Close.

Tips

  • Triple-click a field to select an entire URL.
  • In the Summarization Periods section, rather than spreading units and costs evenly throughout the length of a project (when you select By Calendar), you can also view how actual units and costs were incurred by selecting By Financial Periods. You can then store and edit period performance for any predefined financial period.

Related Topics

About Application Settings

Working with Application Settings

Configuring Data Limits Settings

Configuring Earned Value Settings

Configuring ID Lengths Settings

Configuring Timesheets Settings

Configuring Time Periods Settings

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