EPM Web project access

J

June Higgins

I developed a new category to be used by specific internal
managers to manage a specific pool of resources within the
enterprise resource pool. In the new category I want to
allow these internal managers to view only the projects
that their specific resources are assigned to.
I selected all four check-boxes under the project section
of the category, including the one that allows the user to
view all projects assigned to a resource they manage, but
it does not seem to allow the internal managers access to
the projects that their resources (specified pool)are
assigned to.

The question is: is there any way to indicate that a user
manages a resource other than publishing a project where
the resource is assigned?

Is there any other way I could restrict the projects that
these internal managers can view? (other than selecting
the specific projects)
 
D

Dale Howard

June --

To do what you are trying to accomplish, you will need to build and populate
the RBS field in your Enterprise Global. The outline code structure in your
Enterprise Global will represent your company's "org chart". Once this is
built, you will then need to open the Enterprise Resource Pool, and select
an outline code value in the RBS field, which represents each employee's
relative position in the company "org chart." Once you have done this,
Project Server will be able to determine "who manages whom." Follow this
link to learn more:

http://www.projectserverexperts.com/Project Server FAQs/rbsprimer.htm

Hope this helps.

eDale
 

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