Using categories to view projects

M

mismar

How does Project determine who is the manager of the project? For instance, we created a category to allow project managers permission to view projects they manage, by checking the checkbox in the category that says "allow users in this category to view all the projects they manage." We assumed that who manages a project is driven off of the "Owner" of the project. But this doesn't seem to work because the project manager assigned to our custom category can see projects that they don't own.

Any assistance would be greatly appreciated!

Thanks-
Melissa
 
D

Dale Howard

Melissa --

Your misunderstandings about the Owner and Manager of a project are not all
that uncommon, so you are in good company. Here's what you need to know:

Owner -- The Owner of the project is the person who saves the project plan
the first time in the Project Server database, and is determined
automatically by the software at the time the file is saved. The Owner of
the project can be changed by opening Project Web Access, navigating to the
Project Center View, selecting the project in which the Owner will be
changed, and then clicking the Edit Project Details button. In the Edit
Details page, select the new owner of the project from the Owner drop-down
list and click the Save and Close button.

Manager -- The Manager of the project is the person who actually publishes
the project plan to PWA by clicking Collaborate - Publish - All Information,
or Collaborate - Publish - New and Changed Assignments. The Manager is the
person who will receive the task updates for each task from their Team
Members in PWA.

The Manager for an entire project can be changed. To do so, the new manager
should open the project and click Collaborate - Publish - Republish
Assignments. In the Republish Assignments dialog box, the new manager
should select the "Become the manager for these assignments" option and
click OK. The task updates from Team Members will be redirected to the new
Manager for the entire project.

It is also possible for a new manager to take over management of only a
section of an existing project that has already been published. In that
case, the new manager should open the project, select only the portion that
he/she will be managing, then click Collaborate - Publish - Republish
Assignments. In the Republish Assignments dialog box, he/she would select
the "Selected Tasks" option from the drop-down list at the top, and select
the "Become the manager for these assignments" option at the bottom, and
then click OK. The task updates from Team Members will be redirected to the
proper Manager for each section of the project.

Hope this explanation helps.

--
Dale A. Howard
Project Management Trainer/Consultant
Denver, CO


How does Project determine who is the manager of the project? For instance,
we created a category to allow project managers permission to view projects
they manage, by checking the checkbox in the category that says "allow users
in this category to view all the projects they manage." We assumed that who
manages a project is driven off of the "Owner" of the project. But this
doesn't seem to work because the project manager assigned to our custom
category can see projects that they don't own.

Any assistance would be greatly appreciated!

Thanks-
Melissa
 
M

mismar

Thanks Dale. Your explanation was very helpful! We really appreciate it!!

Melissa

Melissa --

Your misunderstandings about the Owner and Manager of a project are not all
that uncommon, so you are in good company. Here's what you need to know:

Owner -- The Owner of the project is the person who saves the project plan
the first time in the Project Server database, and is determined
automatically by the software at the time the file is saved. The Owner of
the project can be changed by opening Project Web Access, navigating to the
Project Center View, selecting the project in which the Owner will be
changed, and then clicking the Edit Project Details button. In the Edit
Details page, select the new owner of the project from the Owner drop-down
list and click the Save and Close button.

Manager -- The Manager of the project is the person who actually publishes
the project plan to PWA by clicking Collaborate - Publish - All Information,
or Collaborate - Publish - New and Changed Assignments. The Manager is the
person who will receive the task updates for each task from their Team
Members in PWA.

The Manager for an entire project can be changed. To do so, the new manager
should open the project and click Collaborate - Publish - Republish
Assignments. In the Republish Assignments dialog box, the new manager
should select the "Become the manager for these assignments" option and
click OK. The task updates from Team Members will be redirected to the new
Manager for the entire project.

It is also possible for a new manager to take over management of only a
section of an existing project that has already been published. In that
case, the new manager should open the project, select only the portion that
he/she will be managing, then click Collaborate - Publish - Republish
Assignments. In the Republish Assignments dialog box, he/she would select
the "Selected Tasks" option from the drop-down list at the top, and select
the "Become the manager for these assignments" option at the bottom, and
then click OK. The task updates from Team Members will be redirected to the
proper Manager for each section of the project.

Hope this explanation helps.

--
Dale A. Howard
Project Management Trainer/Consultant
Denver, CO


How does Project determine who is the manager of the project? For instance,
we created a category to allow project managers permission to view projects
they manage, by checking the checkbox in the category that says "allow users
in this category to view all the projects they manage." We assumed that who
manages a project is driven off of the "Owner" of the project. But this
doesn't seem to work because the project manager assigned to our custom
category can see projects that they don't own.

Any assistance would be greatly appreciated!

Thanks-
Melissa
 

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