Groups and Categories in MS PROJECT SERVER 2010–Part 2

 

Hi,

in this Post,I am going to explain Categories! Default categories (built-in) are:

  1. My Direct Reports  – They are intended for users who need to approve timesheets in Projects
  2. My Organization – This Category has almost all permissions to access all information
  3. My Projects – User can access to all projects that his owns
  4. My Resources – This is very useful for Resource Managers. It is linked with Resource Breakdown structure, which I will cover in the near future
  5. My Tasks –Intended for users who have tasks assigned to them

As you remember, Group is What you can do (open Project, for example). On the other hand, Category is what can you access! Strange? Let me show you that it is very simple!

I will open Manage Categories:

image

and I will get:

image

Now, I will click on My Projects category, and I will get:

image

On the upper side of the screen you can put Category name, and Description. You can also choose which groups are part of this Category. Now Advice. You can assign Groups to the Category here, in the Manage Categories screen, and you can assign Categories to the Group in the Manage Groups screen, choose one! I have a habit to assign Group to the Category, from the Manage Categories screen, and I stick to it!

Next part of Manage Categories screen is:

image

Here you are choosing which Project will be granted to access in this particular Category. If you choose All and future projects in Project Server Databases, than every user with this category will have access to EVERY PROJECT! If you choose Only the projects indicated, then you can choose which project can the user in this group access, by choosing from Available Projects (I do not have any, so far), and add them to the Selected Projects. There are five other options for Only the projects indicated:

  • The user is the Project Owner or the user is the Status Manager on assignments within this Project. This gives users to access to the Project that they owns, or to the Status Managers to access to the Projects that contain assignment they manage
  • The User is on that project’s Project Team. This gives permission to access any project to the users there are on that project Project Team
  • The Project Owner is a descendant of the User via RBS (Resource Breakdown Structure). Suppose that I am below you in the RBS, and I am the owner of the Project. By choosing this option, you can access this project which I own, too.
  • A Resource on the project’s Project Team is a descendant of the User via RBS. Suppose that I am below you in the RBS, and I am a member of the project team which you do not own. By choosing this option, you can access (see) this project which I own, too.
  • The Project Owner has the same RBS value as the User. Suppose that you and I are on the same RBS level, and that we are using resources from the same pool for our projects. By choosing this option, we can access (see) project from each other.

     

    Now next part of the screen:

    image

    Here you are choosing which Resources can User in this category View! If you choose All current and future resources in Project Server database, user can access any Resource in the resource pool. If you choose Only resource indicated, then you can choose which resources can the user in this group access, by choosing from Available Resources, and add them to the Selected Resources. There are five other options for Only the resources indicated:

    • The user is the resource. User can see his own resource and assignments
    • They are members of a Project Team on a project owned by the user. User can see all resources for the Projects that his owns.
    • They are descendants of the User via RBS. User can see all resources which are below him on the RBS
    • They are direct descendants of the User via RBS. User can see all resources which are below him on the RBS, but only ONE LEVEL BELOW
    • They have the same RBS value as the User. User can see all other users which has the same RBS value.

    The last part of the screen is:

    image

     

    Simple, here you can choose which views you want the user who belong to this category, can see!

    OK! you think that was complicated? Read my next Post. I will show how to manage Group Permissions for Category, and Vice Versa!

     

    Regards!

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    About Nenad Trajkovski

    Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
    This entry was posted in MICROSOFT PROJECT, Microsoft Project Server 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , , . Bookmark the permalink.

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