JMillians --
The easist way to accomplish this is to create a custom Group and Category
for this specific purpose. Here are the steps the Project Server
administrator will need to perform to create the new Category:
1. Log into PWA with administrator permissions
2. Click Admin - Manage Security
3. Click the Add Category button
4. Give the new Category a name, such as "My Project and Resources"
5. DO NOT add any users and groups (yet)
6. In the Projects section, select the one project and then select at least
one Project view
7. In the Resources section, select the resources in the project and at
least one Assignment view and one Resource Center view
8. In the Project Center views section, select at least one Project Center
view
9. Click the Save Changes button
Next, the Project Server administrator will need to create a new Group using
the following steps:
1. Click Admin - Manage users and groups
2. Click the Groups link in the sidepane
3. Click the Add Group button
4. Give the new Group a name, such as Beloved Client
5. In the Users section, select the name of your client
6. In the Categories section, select your new My Project and Resources
category
7. Just below the Permissions grid, click the pick list and select
Executives from the list, and then click the Set Permissions with Template
button
8. Just below the Global Permissions grid, set the permissions for
Executives in the same manner as step #7
9. In the Global Permissions grid, deselect any permissions you do not wish
for the client to have, such as View Portfolio Analyzer
10. Click the Save Changes button
Hope this helps.
