Getting Started

The Deltek PPM Administrator 1.0 is the next generation of the Deltek EPM Security Administrator, replacing both the Windows desktop and Smart Client product versions by consolidating them into a single Web-based tool.

This new security tool works with PPM applications, such as Acumen Touchstone, Cobra, Open Plan, PM Compass, and wInsight Analytics, that work together to deliver cost, schedule, process, workflow, and analytics capabilities for users. PPM Administrator is installed onto a local Web Server and is accessed via an intranet Web portal.

To access the PPM Administrator, click Start > All Programs > Deltek PPM Administrator.

The PPM Administrator enables you to manage license keys, users, groups, roles, and access to various PPM applications. It also allows you to configure security permissions for these applications. While each application has different features, they all operate under the same general principles. You can access the PPM Administrator through a shortcut in the Windows Start menu, which is automatically created during the installation of the Administrator workstation

To implement security and other administrative tasks, review these help topics:

• Set Up Email Communication
• Users
• Groups
• Roles
• Add Access Control in Cobra
• Add Access Control in PM Compass
• Managing Locks
• Setting Password Policies
• System Settings
• Authentication Modes
• Polling Intervals
• Disabling Logins
• Settings
• Set Up Custom Menus

Related Topics:

Logins and Passwords

If you are new to PPM Administrator, you should become familiar with login procedures and know how to change your password.

Adding Licenses

Before users can access PPM products, it is necessary to assign them licenses for those products.

User Management

You have the option to add users manually from the Users form in detail view, or switch to list view and select Other Actions and then Import your users.

Group and Role Access

Groups are used to group users who need access to the same projects and other data.

Updating Your Preferences

While default settings are available, you can customize the PPM Administrator interface to suit your preferences using the My Preferences functionality.

Basics

This section includes overviews of basic functions, descriptions of common fields, options, and dialog boxes as well as steps for basic tasks.

Parent Topic:

PPM Administrator Help System