schemr --
Before I can answer your question completely, I need to know the following:
1. Are you using RBS to control Project Server security?
2. If so, are the two project managers DIRECTLY BELOW the executive in the
RBS code structure?
3. And if so, are there OTHER project managers who are also DIRECTLY BELOW
the executive in the RBS structure?
If so, then you can tweak Project Server security with the creation of a
custom Category and Group for the executive in question. If the answer to
#1 is no, then you will still need to create a custom Category and Group,
but using a different approach. Following are the sets of steps you will
need to use if the answer to question #1 is no. You will need to begin by
creating a custom Group by completing the following steps:
1. Log into PWA with administrator permissions
2. Click Admin - Manage users and groups
3. Click the Groups link
4. Click the Add Group button
5. Give the new Group a unique Name and Description
6. In the Users section, select the executive in question from the list on
the left and click the Add button
7. Scroll down to the Global Permissions grid at the bottom of the page
8. Click the drop-down list below the Global Permissions grid and select
the Executives template
9. Click the Set Permissions with Template button
10. Click the Save Changes button
Next, you will need to create a custom Category to control access to only
those two projects by completing these steps:
1. Click the Manage security link in the sidepane on the left
2. Click the Add Category button
3. Give the new Category a unique Name and Description
4. In the Users and Groups section, select the new Group created in steps
#1-10 above and move it to the list on the right
5. In the Permissions grid of the Users and Groups section, click the
drop-down list below the grid and select the Executives template
6. Click the Set Permissions with Template button
7. In the Projects section, copy the two projects in question from the list
on the left to the list on the right
8. In the Available project views part of the Projects section, click the
Add All button
9. In the Resources section, select the All current and future resources...
option
10. In the Assignment views area of the Resources section, click the Add
All button
11. In the Resource Center views area of the Resources section, click the
Add All button
12. In the Project Center views section, click the Add All button
14. In the Portfolio Analyzer views section, click the Add All button
15. Click the Save Changes button
Finally, you will need to remove the executive in question from the
Executives group by completing these steps:
1. Click the Manage users and groups link in the sidepane
2. Click the Groups link in the sidepane
3. Select the Executives group and click the Modify Group button
4. In the Users section, select the executive in question from the list on
the right and click the Remove button
5. Click the Save Changes button
As you can see from the above sets of steps, your reporting requirement for
this executive was no small matter. Let me know if the answer to question
#1 is Yes, and then give me the answers to #2 and #3 as well. Hope this
helps.
