Editing User Details

This topic describes editing details for a single user. For information on bulk-editing PPM users, see Bulk-Editing User Details.

PPM administrators can edit the user profile of any PPM user. You might do this if the contact information for a user changes, or if you want to assign a different PPM enterprise role to the user. You also need to edit details for a user if you are assigning them a reporting license. (For more information about reporting license options, see About Report Licensing Options.)

Note: User text fields like First Name, Last Name and Email do not support hyperlinks or other HTML formatting.

Important: Changing a user's email address also changes their PPM login information. Be sure to notify the user if you change their email address in PPM.

To edit user information:

1. On the Administration Home page, under Users, click User List.
2. Click the name of the user to edit.
   The User Details screen displays.
3. Click Edit User Details.
   The Edit User details screen displays.
4. In the General Profile section, type any changes you need to make.
   Note: Text fields like First Name, Last Name and Email do not support hyperlinks or other HTML formatting.
   
   Important: If you change a user's email address they will not be able to log into PPM using their old login information. If they are currently logged in, they will be logged out and will need to log in using their new address.
    
5. In the Settings section, make any necessary changes.

• Language—This setting determines which language is used in the Changepoint PPM user interface. The languages Changepoint PPM supports are English, French, German, Japanese, Portuguese, Simplified Chinese, and Spanish. The language setting defaults to the Language setting of the administrator who added the user. Otherwise, the setting defaults to English. Each user can edit their Language setting from the main PPM window. For more information, see Editing Your User Settings.
• Culture—This list includes all available culture settings for the user. The Culture setting determines how date and numeric fields are formatted. Each user can edit their culture setting from the main PPM window. For more information, see Editing Your User Settings. Note: The Culture setting defaults to the Culture setting of the administrator who added the user.
• Supervisor—This list includes all members of the enterprise. Select the Supervisor for the user.
• Resource Manager—This list includes users with the Team Manager View/Edit permission. Resource managers have access to the Team Manager application.
  
  By default PPM users with the roles of Administrators, Executives, and Resource Managers have the Team Manager View/Edit permission. The same list of resource managers appears in the Resource Allocation application. If you do not want all of these users to appear in the Resource Manager list, remove that permission from those users or roles you do not want to include in the list.
  
  Note: Resource managers receive and approve requests for resources that are needed for project tasks. If you do not assign a resource manager, the user cannot fill a resource requirement because no resource manager is responsible for them.
  
  
• Resource Type—This list includes any resource types you have created in your PPM enterprise.
  A resource type defines a grouping of resources and may be used when calculating internal and external billing rates. How you choose to make this definition depends on your enterprise and business needs. For more information, see Resource Types Overview.
• Internal Rate—The internal rate at which the user is billed. For more information, see Billing Rates Overview.
• External Rate—The external rate at which the user is billed. For more information, see Billing Rates Overview.
  Note: Changing a user billing rate has the following impacts:
• Only history of the newest rate will be tracked.
• Planned cost is updated with the new rate.
• Planned revenue is updated with the new rate.
• If a user's billing rate is changed, only the newest rate's history will be tracked. For example, if a user is currently assigned the Software Test rate and is changed to the Software Developer rate, the rate history only displays the Software Developer rate history. Note: Work already completed is not affected, but Planned Cost and Planned Revenue will be updated. Only defined rates are tracked (manual updates to rates are not tracked).
• Workweek Calendar—The enterprise calendar to which the user is assigned. For more information, see The PPM Workweek Calendar.
• Timesheets Required—Whether or not the user is required to enter task time on a timesheet. For more information, see Editing Timesheet Properties. If set to Yes, the user will be included in timesheet due and overdue notifications if those notifications are enabled. For more information see Configuring Timesheet Notification Settings.
• Report author license—This specifies whether or not the user is licensed to create PPM reports. For more information, see About Report Licensing Options.
  
  Counts of total and used licenses for each author type are found on the License Information page. For more details, see About Report Licensing Options
  .
  Note: There may be a short delay (~5 minutes) after a report licensing option is changed before the user account is updated. If a user logs out and back into PPM, the account change is updated immediately.
  
• None—The user is not a report author (this is the default).
• Query Studio Author— The user is licensed to create reports using Query Studio.
  Selecting this option reduces the available Query Studio Author licenses by one.
• Report Studio Author—The user is licensed to create reports using Report Studio.
  Selecting this option reduces the available Report Studio Author licenses by one.

6. In the Enterprise Roles section, select a new role for the user if you need to change the user role.
   For more details about enterprise roles, see About User Profiles and Enterprise Roles.
7. In the Custom Fields section, make any necessary changes to the custom fields for the user.
8. When you are finished editing the user, click Save to save your changes, or Cancel to discard your changes.

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