Specify Security Settings in the CostpointAnalyticsPMSecuritySetup.xlsx File

Purpose

To add project manager security information to the Costpoint Analytics data models, you specify the users and related settings in a Microsoft Excel spreadsheet (CostpointAnalyticsPMSecuritySetup.xlsx) and then load those settings from that file into the data models.

The CostpointAnalyticsPMSecuritySetup.xlsx file is located in the <installation location>\Setup folder.

Costpoint Analytics SaaS: If you have a Costpoint Analytics SaaS Subscription, the option to base security on project manager and program manager assignments is not available.

Worksheets

CostpointAnalyticsPMSecuritySetup.xlsx contains the following worksheets:

PMTabAccess Worksheet Data

Column

Description

PMSecuritySSOUserID

If you import security data from Costpoint, this column contains the network user IDs of project managers imported from Costpoint.

Whether or not you import security from Costpoint, you can add rows yourself, and you can delete a user ID imported from Costpoint if you do not want to provide any access to Costpoint Analytics for that user.

If the user is already logged on to your network using this user ID, Costpoint Analytics gives that user access without requiring another log-on procedure.

Note: The SpecificPMAccess worksheet also contains network user IDs. It is important that you enter a given network user ID exactly the same in both files, including the use of upper- and lower-case letters.

AllTabsAccess

If you want this user to have access to all project analytics tabs in Costpoint Analytics, including the User Options tab, enter Y.

If you want to limit the tabs to which they have access, enter N and use the other columns in this worksheet to specify the tabs to which the user has access. Tabs to which a user has no access are not visible to that user in Costpoint Analytics.

Revenue

Enter Y to give the user access to the Revenue tab. Enter N to deny access.

Profit

Enter Y to give the user access to the Profit tab. Enter N to deny access.

Backlog

Enter Y to give the user access to the Backlog tab. Enter N to deny access.

AR_DSO

Enter Y to give the user access to the AR and DSO tab. Enter N to deny access.

PAR

Enter Y to give the user access to the Projects at Risk tab. Enter N to deny access.

PROJECTS_AHDD

Enter Y to give the user access to the Ad Hoc Data Discovery tab. Enter N to deny access.

UserOptions

Enter Y to give the user access to the User Options tab. Enter N to deny access.

 

SpecificPMAccess Worksheet Data

Column

Description

PM_ID

If you import security data from Costpoint, this column contains the employee IDs of project managers imported from Costpoint.

You can add rows yourself if, for example, you want to give more than one user access to a manager’s project data, and you can also delete rows.

Note: All cells in this column must be formatted as Text, and all values in the column, including numeric IDs, must be aligned left.

PM_Name

If you import security data from Costpoint, this column contains the names of project managers imported from Costpoint.

You can add rows yourself if, for example, you want to give one user access to more than one manager’s project data, and you can also delete rows.

PMSecuritySSOUserID

Enter the network user ID of a user to which you want to give access to data for this project manager’s projects.

To give a project manager access only to his or her projects, enter his or her employee ID in PM_ID and enter his or her network user ID in this column.

To give a program manager who is responsible for several project managers access to all of their projects, enter a row in this worksheet for each of those project managers and enter the program manager’s network user ID in this column for each of those rows.

Note: The PMTabAccess worksheet also contains network user IDs. It is important that you enter a given network user ID exactly the same in both files, including the use of upper- and lower-case letters.