Document 902137.1 https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=1...

PowerView is Off Last Login: August 31, 2023 2:28 PM EET Wadie (Available) (0) Contact Us Help

Dashboard Knowledge Service Requests Patches & Updates Community Doc ID 902137.1

Give Feedback... You have been directed to this document based on an ID match. Alternatively, click here to search on this phrase. Hide
Copyright (c) 2023, Oracle. All rights reserved. Oracle Confidential.

How Project Access and Security Privileges Are Applied to a User Log in for P6 Professional and P6 Web (Doc ID To Bottom
902137.1)

In this Document Was this document helpful?

Goal Yes
No
Solution
References
Document Details

APPLIES TO: Type:

HOWTO
Status:
PUBLISHED
Primavera P6 Enterprise Project Portfolio Management - Version 5.0 and later Last Major
Jul 2, 2019
Primavera P6 Professional Project Management - Version 5.0 and later Update:
Sep 1, 2023
Primavera P6 Enterprise Project Portfolio Management Cloud Service Last Update:
All Platforms

Related Products
GOAL
Primavera P6 Enterprise Project
Portfolio Management
This document explains how project access and security privileges are applied to a P6 user. Primavera P6 Professional
Project Management
For a video explanation, see: How to Configure User Access in P6 [Video] (Doc ID 1462852.1) Primavera P6 Enterprise Project
Portfolio Management Cloud
Service
SOLUTION
Information Centers
Project access and security privileges are determined by a combination of Responsible Manager/OBS assignment(s), Project
Security profile assignment(s) and where the assignments fall within the EPS structure. Information Center: Primavera
P6 EPPM And P6 PPM (Cloud
and On Premise) [1353831.2]
The following three key points are always applied when Primavera determines how Users gain access to which projects and what
security privileges are applied. These principals apply to Project Management and P6 Web Access.

• Although the OBS is a hierarchical structure which allows for granting access to EPS Nodes, Projects, and Document References
WBS elements, assigning the root OBS element to a user does NOT also grant access to elements managed Unable to Set OBS /
by OBS children of the parent. Responsible Manager and
Assign OBS Button is Grayed
EXAMPLE: Out in P6 [1473047.1]

How to Configure User Access

User markm is assigned Project Access only to the "CEO" Responsible Manager which is responsible in P6 [Video] [1462852.1]
for South projects. "CEO" appears at the top of the OBS hierarchy and "CEO" has a child OBS
element named "SUPPORT REP" which is assigned to North and Northeast projects.
Recently Viewed

How Project Access and

Security Privileges Are
Applied to a User Log in for
P6 Professional and P6 Web
[902137.1]
R11 R12 List of Scenarios
That Require Processing of
the Project Workplan by The
Process PRC: Process
User markm will gain access to only South projects and will NOT gain access to the elements Structure Updates
[785396.1]
assigned to the child OBS element "SUPPORT REP". Although "SUPPORT REP" is a child OBS element
of "CEO", markm will not gain access to North and Northeast projects. markm would see only the Mismatch of Tasks in
Workplan Structure
the South Project(s) in the projects view:
(PA_PROJ_ELEMENTS) And
Financial Structure
(PA_TASKS) [2847100.1]
R12 11i: Troubleshooting
Workplan Issues in Project
Management [1671630.1]
Publish Workplan Error ‘Task
Number Already Exists’ Even
Though Task Number Is
• Granting access to an EPS node provides access to all lower nodes and projects. Access flows down from Unique [2857149.1]
the node through projects to the lowest EPS sub-node. Think of this type of access as the "umbrella factor."
Show More
EXAMPLE:

User markm is granted Project Access only to the "SUPPORT REP" Responsible Manager which is
assigned to North and Northeast projects. "CEO" is assigned to South projects.

User markm will be granted access to North projects, Northeast projects AND South projects. Because

1 of 3 9/4/2023, 8:00 AM
Document 902137.1 https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=1...

"Support Rep" is assigned at the root of the EPS, markm gains access to South projects even though
the projects are assigned to a different Responsible Manager.

• Less restrictive security profiles, e.g. Project Superuser assigned at the higher node override more
restrictive profiles, e.g View Data assigned at lower nodes.

EXAMPLE 1:

User markm is granted a Project Superuser security profile to the "SUPPORT REP" Responsible
Manager which is assigned to North and Northeast projects. "User markm is granted the View Project
Data Project security profile to the "CEO" Responsible Manager which is assigned to South projects.

User markm will be granted to North and Northeast projects and will ALSO be granted access to
South projects because the South project access privileges are the sum of View Project Data and
Project Superuser. In other words, the security profile that is applied to a specific element is the sum
of the privileges assigned specifically to the element and of all security privileges assigned to nodes
above it. markm would have full edit rights to North, Northeast and South projects.

EXAMPLE 2:

User markm is granted a View Project Data Project security profile to the "SUPPORT REP" Responsible
Manager. User markm is granted a Project security profile to the "CEO" Responsible Manager.

markm will be granted View Project Data access to North and Northeast projects and be granted (full
edit) access to the South project.

NOTE: OBS hierarchy is not a functional hierarchy, access is not passed from parent OBS object to its children OBS objects.

Unable To Set OBS / Responsible Manager. Assign OBS Button Greyed Out. (Doc ID 1473047.1)

REFERENCES

NOTE:1473047.1 - Unable to Set OBS / Responsible Manager and Assign OBS Button is Grayed Out in P6
NOTE:1462852.1 - How to Configure User Access in P6 [Video]
Didn't find what you are looking for? Ask in Community...

Related
Products

• More Applications & Technologies > Oracle Primavera > Enterprise Project Management > Primavera P6 Enterprise Project Portfolio Management > P6 Application
• More Applications & Technologies > Oracle Primavera > Enterprise Project Management > Primavera P6 Professional Project Management > P6 Application
• Oracle Cloud > Oracle Software Cloud > Primavera Cloud Service > Primavera P6 Enterprise Project Portfolio Management Cloud Service > Cloud: P6 Application > Cloud: P6
Professional

Keywords
ACCESS PRIVILEGE; DYNAMIC ADV OVERVIEW; DYNAMIC ADV USE; EPS; LOGIN; PROJECT SECURITY; SECURITY; SECURITY PROFILE

2 of 3 9/4/2023, 8:00 AM
Document 902137.1 https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=1...

Back to Top
Copyright (c) 2023, Oracle. All rights reserved. Legal Notices and Terms of Use Privacy Statement

3 of 3 9/4/2023, 8:00 AM