Stormer --
One way that you might approach this is create something like the following:
Global
UK
Architects
Architects Team
Dev1
Dev1 Team
Dev2
Dev2 Team
QA
QA Team
BA
BA Team
Specialist
Specialist Team
US
Architects
Architects Team
Dev1
Dev1 Team
Dev2
Dev2 Team
QA
QA Team
BA
BA Team
Specialist
Specialist Team
If you create the above RBS structure, then you should set your resources at
the following RBS levels in the Enterprise Resource Pool:
Company executives - Global
Regional executives - UK or US
Project managers - UK or US
Team leaders - Architects, or Dev1, or Dev2, etc.
Team members - Architects Team, or Dev1 Team, or Dev2 Team, etc.
You also need to make sure that you have added your team leaders to the Team
Leads group in PWA. Finally, you must modify the default My Projects
category so that team leaders can only see members of their own team, as
defined by the RBS structure. To do this, complete the following steps:
1. Log into PWA with administrator permissions
2. Click Admin - Manage security
3. Select the My Projects category and click the Modify Category button
4. In the Resources section, select the "Allow users in this category to
view information for all resources that they manage" option
5. Click the Save Changes button
If you use the above RBS values for your resources and perform the
additional steps I have detailed, then these are the consequences:
-- Company and regional executives will be able to see all projects and
resources in the organization (the default settings in the Executives group
allow them to see everything)
-- Project managers will be able to see their own projects plus all team
leaders and team members in their region
-- Team leaders will be able to see their own projects and only their own
team members.
Remember also that a project is "My Project" if it meets one or more of the
following criteria:
A. It is a project managed by me
B. It is a project in which I am a team member
C. It is a project in which my resources are team members
Consequence C above may be a problem to you, since it will allow your PM's
to see all of the projects managed by other PM's in their region. If this
is a problem for you, complete the following steps to eliminate it:
1. Log into PWA with administrator permissions
2. Click Admin - Manage security
3. Select the My Projects category and click the Modify Category button
4. In the Projects section, deselect the "Allow users in this category to
view all projects assigned to resources that they manage" option
5. Click the Save Changes button
Just some thoughts to give you some ideas. Perhaps the others will have
some thoughts for you also. Hope this helps.
