Assigning OBS Elements and Project Profiles in P6 EPPM

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To restrict or grant access to projects and their data, you must assign project profiles to users. A project profile is a role-based profile that limits privileges to specific project data, such as baselines, the WBS, and expenses. Project profiles are linked to users through one or more OBS assignments. You assign responsibilities to specific projects and work within projects by assigning OBS elements to various levels of the EPS and each project’s WBS.

The combination of the user assignment to an OBS element, and the OBS assignment to the EPS/project/WBS, determines which projects and project data the user can view. For each OBS element a user is assigned to, the user’s assigned project security profile (per OBS assignment) further determines the project data the user can view or edit.

Note: OBS assignments can be made at both the project and WBS levels; therefore, a project and its WBS elements might have different OBS assignments. When this occurs, a user’s OBS assignment/project security profile only applies to WBS elements that have the same OBS assignment as the project; for WBS elements with a different OBS assignment than the project, the data is read-only for users that are not assigned to the same OBS element as the WBS element. To grant a user rights (beyond read-only rights) to a WBS element that has a different OBS assignment than the project, you must assign the user to the same OBS element that the WBS element is assigned to, then select the appropriate project security profile for the new OBS assignment.

You can assign a user an OBS element and a corresponding project profile in the Users table when you are adding users, or you can make the assignment in the OBS tab during or after creating the OBS.

You need to assign a user to an OBS (or an OBS to a user) for a user to access a project. When that assignment is made, the default project profile is automatically related to and made available to the user. You can subsequently assign a different project security profile to that user. See Defining Project Security Profiles in P6 EPPM for more information on project profiles.

Related Topics

Assigning Users to an OBS

Assigning OBS Elements to Users



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Last Published Wednesday, July 29, 2015

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