Limiting Projects listed in Project Center

[MAS]

I have created a new view in Project Center. The objective of this view is
for resources to see either projects that they manage, their resources manage
or that they are team members of or their resources are members of. The view
belongs to the "My Projects" category. I have added my ID to that category.
When I open the view, it says "There are no projects to display in this
view." I also happen to be the owner/PM of 2 projects and I am set up as team
member in others. The "My Projects" category is set up to view projects they
manage, view all projects that they are a team member, view projects managed
by resources that they manage, and view projects assigned to resources they
manage. My ID is also a member of the "My Organization" category. If I add
that category to this view it shows all projects. Can someone help me
accomplish my objective?

 

[Dale Howard [MVP]]

MAS --

Try the following steps and let us know if this solves the problem:

1. Log into PWA with administrator permissions
2. Click Admin - Manage users and groups
3. Click the Groups link in the sidepane on the left
4. Select the Project Managers group and click the Modify Category button
5. In the Categories section, select the My Projects category
6. In the Permissions grid, make sure the following permissions are set to
Allow:

Open Project
Save Project
See Projects in Project Center
See Projects in Project Views
View Risks, Issues, and Documents

7. Click the Save Changes button

Also, are your PM's a member of any other Groups beyond the Project Managers
group? If so, remove them from the other Groups and see if this helps. Let
us know.

 

[MAS]

This helped but raised more questions. Can I control what gets shown on the
homepage under timesheets? My client wants to have managers approve
timesheets and PM approve them too. They want everyone to be able to see all
data. The problem appears to be that all timesheet information willl show on
the homepage under timesheet stating that you have x timesheets for approval
or you have x resources that have unsubmitted timesheets. All users are using
the "My Org" category which gives access to all pojects and all resources. IF
I change the resouce setting to be be manages then the resource views that I
have created are limited. Can I set up the Resource views to allow the users
to see all data but limit the timesheet items on the home page? Thanks for
your help

 

[Dale Howard [MVP]]

MAS --

Yes, what you want to do is possible. First of all, I am assuming that you
have added these timesheet approving managers to the Resource Managers group
in PWA. Furthermore, I am also assuming you have not changed the default
permissions for the Resource Managers group. If these assumptions are true,
then do the following:

1. Log into PWA with administrator permisions
2. Click Admin - Manage Users and Groups
3. Click the Groups link in the sidepane on the left
4. Select the Resource Managers group and click the Modify Group button
5. In the Categories section, select the "My Organization" category
6. In the Permissions grid, set the "See Enterprise Resource Data"
permission to Allow
7. Click the Save Changes button

If you want your PM's to also approve timesheets, then add them to the
Resource Managers group as well. However, the default permissions for
members of the Project Managers group allows them to see ALL resources in
the Enterprise Resource Pool. Hope this helps.