Restrict access to specific project

[Jeff]

Hey

We have Project Server 2007 on our server. We have about 7 projects
registered in Project Server.

I've been asked to create a new user in the PWA and this user should only
have access to one of the projects.

How do I restrict this user access to a specific project?

Jeff

 

[James Fraser]

Hey

We have Project Server 2007 on our server. We have about 7 projects
registered in Project Server.

I've been asked to create a new user in the PWA and this user should only
have access to one of the projects.

How do I restrict this user access to a specific project?

Jeff

You will need to create a "Category" including only that project.
While you do this, notice the options that allow the category to be
dynamic: include projects managed by the user, include projects
managed by the user or their reports, &c. If you can use those instead
of just selecting a particular project, the category may be more
useful in the long run.

Now create a group and give that group permissions on the category.
Add the given user to the group. [Note: you could just give the user
permissions on the group, but that will make it harder when someone
asks you to copy that user's permissions to another user. Follow the
best practice of creating a group.]


James Fraser

 

[Jeff]

Thanks, just one more question:

I've created a category and created a group. I made the user member of both
category and group.
When I login using this user I get no access... I see login access to PWA
can be set several places.. this confuses me a bit... Any suggestions on
where I should set the settigns so the user can login ?

 

[James Fraser]

Thanks, just one more question:

I've created a category and created a group. I made the user member of both
category and group.
When I login using this user I get no access... I see login access to PWA
can be set several places.. this confuses me a bit... Any suggestions on
where I should set the settigns so the user can login ?

First, I wouldn't consider the user a member of the category. (In NTFS
permissions this would be like saying "I made the user a member of the
directory.") Think of it as having given the user permissions on the
category. Or assigning the category to the user.

I recommend that you remove the category from the user and only assign
it to the group.

Anyway, on to your issue: To give the log on permission, you need to
assign appropriate "Global Permissions" to the group that the user
belong to. If you are just getting started with this, use one of the
predefined templates (shown at the bottom of the list.)


James Fraser

 

[Jeff]

Thanks, BTW do you have an link to an article about the "Global
Permissions"... so I can read about it and get a better understanding how it
works, then please post it...

Also I want to read about lets say a project owner wants to see how his
projects are doing, for example he wants to view the time spent on a
specific project.. I suppose this can be displayed many ways... You got an
link about this too? Would be great if you have a link about how to connect
a word document to the a project - so that a diagram in the word document is
generated by project....

Jeff

 

[James Fraser]

Thanks, BTW do you have an link to an article about the "Global
Permissions"... so I can read about it and get a better understanding how it
works, then please post it...

Also I want to read about lets say a project owner wants to see how his
projects are doing, for example he wants to view the time spent on a
specific project.. I suppose this can be displayed many ways... You got an
link about this too? Would be great if you have a link about how to connect
a word document to the a project - so that a diagram in the word document is
generated by project....

Jeff

You've got quite a few questions. You might consider hiring some
consulting help for this.

I don't have links for any of those things handy, but some Google
searching will certainly come up with answers:

http://www.google.com/search?hl=en&q=global+permissions+project+server&btnG=Google+Search
The first link looks like a decent document for 2007 permissions which
are very similar to 2003.

I think you want OLAP / Data Analysis views to answer your second. And
for your third, I'm not sure. If Project has an OLE object, you could
do this, but I'm not sure if it does. Search the web, then these
groups (groups.google.com) and if those don't turn up anything, start
a new thread here.


James Fraser

 

[Dale Howard [MVP]]

Jeff --

Our new book on Project Server 2007 for administrators starts shipping in a
couple weeks. You might want to consider buying it. I think it would
answer many of your questions, including all of the default security
settings for every Group and Category. It's available from Amazon or at:

http://www.projectserverexperts.com

Hope this helps.