Missing Resources in Build Team from Enterprise

[rhar33]

Okay, I was playing around and removed the My Organization from the
Project Managers Group. (Project Server 2007) I didn't like the
results so I added My Organization back to the Project Managers Group.
Now the Project Manager only see themselves as a resource and the rest
of the enterprise resource pool is missing when they either create a
new project or edit an existing one. Probably a simple fix, but
wouldn't mind some expert advice before I go changing anything. Any
help would be appreciated. Thanks! Ron

 

[Dale Howard [MVP]]

Ron --

Until you know what you are doing with Project Server 2007, I would strongly
encourage you to stop "playing around" with the system. Seriously,
Project Server 2007 is NOT an intuitive tool to learn how to configure or to
use, so I would strongly recommend that you either get some formal training
on the system, or that you purchase one or more books on the subject. You
can find both training and books on our company's web site at:

http://www.msprojectexperts.com

To resolve your problem, this not a simple fix, and requires knowledge of
the default settings for Groups and Categories in Project Server 2007. To
reset the permissions for the My Organization category in the Project
Managers group, you will need to do the following:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Groups.
3. Select the Project Managers group to open it for editing.
4. In the Categories section of the page, make sure you have added the My
Organization category to the Selected Categories list.
5. Select the My Organization category in the list on the right.

The system expands the Permissions for My Organization Category data grid.

6. In the Project section of the Permissions grid, set the Manage Resource
Plan permission to Allow.
7. In the Resource section of the Permissions grid, set the Assign Resource
permission and the View Enterprise Resource Data permission to Allow.
8. DO NOT set any other permissions in the data grid to either Allow or
Deny.
9. Click the Save button.

In steps #6 and #7, you are resetting the default permissions for the My
Organization category in the Project Managers group. Not intuitive at all,
right? Hope this helps.

 

[rhar33]

Thanks Dale! That worked. It still boggles my mind on how removing
this from the Project Managers group and then adding it back gives
different results, but as long as I have been working with Project
Server I should have known better.

We just upgraded from 2003 to 2007 and I didn't like the fact that the
default settings have the Project Manager group to see all projects. I
would like them to just see there own projects, or any project where
they are higher rank in the RBS. I figured the My Organization group
was the cause... I was right...but then again the logic behind the
Admin side of project bit me in the end.... again... We have upward of
a couple hundred projects on the server and would like for the PM's to
see a filtered view in the Project Center and not see all projects. I
would leave that view for the Executive group. Any ideas?

 

[Dale Howard [MVP]]

rhar33 --

The default settings DO NOT allow members of the Project Managers group to
see all projects. The only way that can happen is if you change the default
permissions in either the My Projects or My Organization categories for the
Project Managers group. By default, members of the Project Managers group
can see the projects they own/manage, projects in which they are a team
member but not the owner/manager, and other projects in which their
resources are team members. Does that explain what projects your PMs can
see in the Project Center page, for example?

If you want your PMs to only see their own projects, the solution to that is
pretty straight forward. Do the following:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Categories.
3. Click the My Projects category to open it for editing.
4. In the Projects section of the page, make sure you have the "Only the
projects indicated" option selected. Make sure you DO NOT have the "All
current and future projects..." option selected.
5. In the Projects section of the page, select ONLY the "The User is the
project owner..." option and deselect anything else that is selected.
6. Click the Save button.

My assumption is steps #1-6 is that you have not changed any other default
settings in the Project Managers group, such as adding other Categories to
that Group. Hope this helps.