How to manage Group permissions for Categories in MS PROJECT 2010!


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:


and then:


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:


and then:


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!



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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