Trouble with Team Members

[Alexander Barvinsky]

Hi,
Can I make accessible for Team Members group only Projects, in which they
are assigned as resources?
p.s
How I can back default settings for groups, categories. security templates?
Thanks

Alerxander Barvinsky
Director of Operations Department

 

[RickD]

I believe you are asking how team members can see only projects that they are
assigned to. Add the My Tasks Category to the specific Views in Project
Centre and Project that you want them to see. Typically, they should be able
to see projects in Project Centre, plus task tracking and assignments in
Project.

I did not understand your P.S. "How can I back ...."

 

[Alexander Barvinsky]

I believe you are asking how team members can see only projects that they are
assigned to. Add the My Tasks Category to the specific Views in Project
Centre and Project that you want them to see. Typically, they should be able
to see projects in Project Centre, plus task tracking and assignments in
Project.

I did not understand your P.S. "How can I back ...."

Thanks. Sorry for my English. What I mean^ I change security templates,
categories and need to back default values for them. I can't find "Set
default" anywhere and don't know how to do this.
I hope this operation possible..

Alerxander Barvinsky
Director of Operations Department

 

[RickD]

There is no reset to default settings for Security Templates, Categories etc.
The closest you can get to that is in Appendix "C" of the Microsoft Office
Proejct Server Administrator's Guide which you can download from the
Microsoft site. It lists the "out of the box" settings.

 

[Jonathan Sofer - MCP]

Alexander,

I am not sure if you have figured out the solution to your first question.
Let me know if you still need direction on that.

For you second question about reverting back to the default security
settings? No, there is no such function in PWA. You can reset the database
to get the original security settings but then you will lose all other data
such as projects, resources, custom PWA views etc.

If you are not too far into your Project Server 2003 implementation then
this is what I would suggest as far as a methodology around PWA securities.

Don't set any security permissions at the User Level EVER. Only set
security permissions at the Group Level and add Users to Groups to get the
desired security model you need.

I like to use Templates to set security on Groups and Category/Group
permissions. This makes it easy to make permission changes for testing and
then revert back to the last state in which you know security was set up
correctly by re-applying the correct security templates in the correct
locations. If you find a security change that you like and want to keep
then you make that change in the Template and use that to set your
permissions going forward.

If you want the ability to see the original security model or return to it,
I suggest you use all custom Templates, Categories and Groups. Just make a
copy of all of these things and append it with the company name or an _

It will look like the following:

Categories:
_My Organization
_My Projects
_My Resources
_My Tasks
etc.

Groups:
_Executives
_Project Managers
_Resource Managers
_Administrators

Security Templates:
_Executive
_Project Manager
_Resource Manager
_Administrator
_Team Member

Move all your users to these new groups and leave the out of the box groups
empty. If you want to revert back security in the future, you can move back
to the out-of-the-box groups.

IMPORTANT: ** Do not make a copy of Team Members security group as it has
built in functionality behind it. Any new Enterprise Resource gets a user
account automatically created for them and is automatically added to the
Team Members group. ** You can still use a custom _Team Member template to
apply security on the Team Member group.