I will show you how can you manage group permission for category, and vice versa in MS PROJECT SERVER 2010.
I will choose Manage Categories form Server Setting page:
Finally I will get:
For example, I will choose My Projects category:
As you can see, in this Category are, by default: Project Managers, Resource Managers, and Team Leads groups. And there are also Users which belongs to this groups in this Category, also by default! I will now click on the Project Managers group and I will get:
Here are default permissions for this Category! You can choose what you can do with permissions! As you can see My Projects category is about What you can access, and with Group permissions you can choose what can you do with that!
As you can see Project Managers group with My Projects category can Open Projects and Publish Project, as well. What Projects? Those who are defined here:
This was explained in my previous post!
Now, I will choose Resource Managers group within My Project category, and I will get:
As you can see users in Resource Managers category can not Open Project, nor they can Publish Project. You can change those permissions if you want.
One advice! You can select any particular group in Users and Groups, and then change permissions for this group, and you can choose any User which belong to that Category, and then change permissions to this particular user for this category! DO NOT DO THAT! Do not change permission per user, because in Enterprise Project Management you will probably have hundreds of users, and if you manage permissions for each of them, you’ll get in trouble, because you will forgot which user has special permissions.
If you want to have some special permissions for a group of users, make your own group or category, or both, and then manage permissions there.
You can manage permissions per group if you choose Manage Groups:
When I choose Project Managers group, I will get:
When I choose My Projects category within Project Managers group I will get:
I have same set of permissions. So you can do the permission settings from both Groups and Category. Choose one method, and stick to it. I recommend that you manage those permissions through Categories!
When you are, from example, in Manage Categories screen for My Project category, and I choose Project Managers group, you can manage security from templates. For example, I want that Project Managers group, for My Project Category has permissions from Project Manager Template:
If I do that this Group will inherit permissions from that particular Template!
And templates with permissions are defined here:
You can see Security templates:
When I choose Project Manager security template, I will get:
Here you can change permissions, and then apply them through Categories via Security template. It may seems complicated, but once you’ll try it, you will soon be familiarized with them.
Once again, NEVER SET PERMISSIONS PER USER, BECAUSE YOU WILL GET CONFUSED VERY SOON! Use groups, categories and security templates instead!