How to set up a Generic Resources Category?

[Steve]

Hi, does anyone know how I can get Generic Resources to show for Project
Managers both in Project Professional and PWA alongside their own Project
resources whilst still maintaining Project Level RBS security?

thanks in advance.

rgds

Steve

 

[Dale Howard [MVP]]

Steve --

This is an excellent question, and demonstrates the perfect use for a custom
Category and a custom Group to control custom access to Generic resources.
First, create a custom Category called something like All Generic Resources
and then manually add the Generic resources to the Resources section of the
New Category page. Then create a new custom Group called Generic Resources
for PMs, or something like that. In this Group, add the new custom
Category, set the permissions for both the Category Permissions data grid
and the Global Permissions data grid using the Project Managers template.
This will now allow you to use RBS to control access to human resources,
with the custom Group/Category combination giving access to Generic
resources as well. Hope this helps.

 

[Steve]

Thanks Dale, if I am happy for all Project Managers to have access to the
Generic Resources category then can I dispense with the new Group and just
add the category to the existing PM Group?

Thanks

Steve

 

[Dale Howard [MVP]]

Steve --

Yes, your assumption is absolutely correct! You could simply add this new
Category to the Project Managers group and set the Category Permissions
using the Project Managers template. Hope this helps.