Executive Role

[reza]

Hi All,

PS 2007.
In Project Center there were many Projects. and i want to give access to
client to view their project. if i use executive role, they can view all
projects.
1. How to make client using executive permission only to view their
projects???
2. how to make client view only resources in that project only? so other
resource can't be view by them
3. How to make PM only can see their resources?

many thanks for helping me again...

reza

 

[Sean Hanson]

This type of selection is done with a combination of RBS and Category/Group
permissions. Put the client in their own RBS, put them in their own
Cat/Group, assign them to only their projects. Set the security permissions
to see only their information for Projects and Resources.

Note: Once they access those projects, they can see the non client resources
as well.

So, if what you want is for them to only view data, then set them up a view
in PWA and filter on their data and grant access to that view for their
Cat/Group only.

This usually takes a little patience to get it all working.
--
Sean Hanson

http://www.randsmanagement.com
Mass Resource Tool for 2007
Project Server 2007 Archive Tool
2007 ULS Log Reporting
SRS Report Packs

 

[reza]

Hi Sean...thanks for your response...
but can you give me more detail about this step..
1. Create RBS for their RBS....where should i put this?
My Organization Structure using,
Director, Senior Manager, Manager, Staff.
Please direct me where should i put RBS for my client?
2. Put them in their own cat/group > i assume executive group? am i right?

Please direct me...

thanks

reza