How to limit people who can open and edit a project in Project Pro2007 (w/Server)?

A

anovak

What is the easiest way to limit the people who can open and edit a
project in Project Professional to only the owner of the plan and
perhaps their superiors?

Two flavors...

1. Open read only but not edit
2. Not show up on their list of projects to open at all

Right now I have a team member assign to a task on my project who
happens to have PM privileges. Because of that my project shows up in
their list of projects to open (and edit) in Project Pro. OUCH!!!

Many thanks ahead of time for any words of wisdom...

Andy Novak
UNT
 
M

Mark Everett | PMP

What is the easiest way to limit the people who can open and edit a
project in Project Professional to only the owner of the plan and
perhaps their superiors?

Two flavors...

1.  Open read only but not edit
2.  Not show up on their list of projects to open at all

Right now I have a team member assign to a task on my project who
happens to have PM privileges.  Because of that my project shows up in
their list of projects to open (and edit) in Project Pro.  OUCH!!!

Many thanks ahead of time for any words of wisdom...

Andy Novak
UNT

Andy -

I just did some of this

In the first case, the client wanted a team lead kind of person who
may or may not have Project Pro. I used the Team Lead group and
associated the group with two categories: My Tasks and My Personal
Projects.

In My Personal Projects, the category permissions are create object
links, open a project and the 3 View Project * and they see any
project they are the owner of or status manager of. In My Tasks, they
can only see projects they are assigned too (the second choice).

The user can see a project in pro if they are the owner (of course) or
assigned to it but they can open read-only.

Project managers who open and edit their projects have a different
category.

In the second case, I will have to play with the settings a bit. I've
done it in Project Server 2003 but haven't had a requirement for that
in PS2007 yet, so I would have to experiment. However, if you
restrict the projects that show up on the available project's list in
File > Open in Project Pro, they will have the same restriction in
PWA. Is that what you want?

Hope this helped.

Mark Everett
www.catapultsystems.com
 

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