Setting P6 to Support P6 mobile Users

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For users to perform tasks in P6 for iOS or P6 for Android, you will need to:

  1. Ensure the users you want to use the P6 mobile apps have a valid account in P6.

    Note: Each user with a valid user account can be assigned to activities as a resource assignment if the account is associated with a labor resource, as an activity owner, or by being assigned a Team Member work distribution filter.

  2. Assign users to at least one module access option.
  3. Assign users to one or more activity assignments (or tasks) for at least one active project. P6 mobile apps will show tasks that have not yet started, active tasks, and tasks completed in the last 30 days.

    Note: OBS access to a project is not required for resource assignments or activity owners using P6 Team Member Web, E-mail Statusing Service, or P6 mobile to view and update their assigned tasks. OBS access is required for each user with a Team Member work distribution filter assigned.

Have your P6 mobile app users download and install P6 for iOS from the Apple App Store or P6 for Android from the Google Play Store to their mobile device.

Note: The users will need to know the P6 server and their SSO username and password (if using SSO) or their P6 username and password (if using native authentication).

Upgrading Notes - P6 for iOS only

When upgrading from release 8.1 to a later release, Starred tasks are not transferred. The user will need to star their tasks again once the latest version is installed.

If your company is running P6 EPPM 8.1 or 8.2, users can install and use this updated version of P6 for iOS; however, they will not be able to use any of the new features for this release.

Error Message

If users receive one of the following messages, an SSL certificate may need to be obtained from a trusted certificate authority.

Known Issues

Related Topics

Downloading P6 mobile Apps

Configuring Login and Authentication Settings to Use P6 for iOS

Configuring Login and Authentication Settings to Use P6 for Android



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Last Published Thursday, February 04, 2016

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