126 total views, 2 views today

What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

 

The Project security profile in Primavera P6 controls what level of access a user can have a Projects. We can create multiple Project Profile settings we want, For example:  ‘Read Only Access’  or ‘Super Admin Access’ or any ‘Custom level access’.

The OBS in p6 is a Manager responsible for one or more projects. The Project Profile controls the level of permission to those projects.

There are no options available to assign projects to a user. It should be ‘OBS’ plus a ‘Project Profile’. The OBS (Manager) has access to a list of projects and Project Profile contains the level of permission to those projects. 

In this section, I have detailed the minimal Project Security Profile settings requires for a user to create baseline and assign baseline for a Project. We do this by creating a Project Security Profile and assign it to a user.

 

1. Create a Project Security Profile 

Her Below I have created a Project Security Profile with minimum settings required to create and assign Baseline. 

 

1.1) I have the following Project Security Profile ‘View Project Data’ in my P6. First, I enabled Edit Project Details Costs/Financials under EPS and
Projects tab so that this profile has Edit access to project

 

110517_0448_Whatminimal1 What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

 

 

1.2) Next, the following options must be checked under Project Data tab in Project Security Profile

Add/Edit/Delete Project Baselines => Provides access to user to Create, Edit and Delete a baseline to a Project

Assign Project Baselines => Provides access to user to Assign a baseline to a project 

 

110517_0448_Whatminimal2 What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

 

 

1.3) Finally, the Check In/Check Out Projects and Open Projects Exclusively must be checked to support Assign baseline

 

110517_0448_Whatminimal3 What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

 

2. Assign the above Project security profile to a user

 

Here below I have assigned the above-created Project profile with an OBS  to a user. The OBS is a Responsible Manager access to some projects. 

 

2.1) The above Project Security Profile is assigned to a user ‘govind’

 

110517_0448_Whatminimal4 What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

 

2.2) Logged out and Logged in as above user ‘govind’; Opened a project and selected Define Baseline under Actions tab

 

Note: The Define Baseline only enable if you opened the project

 

110517_0448_Whatminimal5 What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

 

2.3) The Define Baselines dialog box opened on the screen. Now click on the Add button to Define Baseline and double-click on the Project Baseline column to assign baseline

 

110517_0448_Whatminimal6 What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6

govindan What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6
Connect me

Govind

Thank you for visiting my personal blog. Myself Govindan, Software Developer by profession since 2006 and hence I started this blog early in 2016 and ever since I've been writing about technologies experienced and learnings of everyday life.

The views expressed on this blog are my personal views and do not necessarily reflect the views of my employer.

Please feeling free to reach me on any comments and feedbacks you have. Would be more than glad to listen and reply šŸ™‚
govindan What minimal permission does a user require to create baseline and assign baseline in a Project in Primavera P6
Connect me

Latest posts by Govind

By | 2017-11-05T22:04:24+00:00 November 5th, 2017|Categories: P6|Tags: , , |0 Comments
Like us on Facebook.
Connect!