This appendix lists all of the Microsoft Office Project Server 2003 permissions that you can manage by using Microsoft Office Project Web Access 2003. These permissions can be associated with users, groups, categories, and views. You must have permission to log on to Project Web Access as an administrator to manage these permissions.
Project Server Category Permissions
Category permissions are used to control access to a category of objects such as Project Server projects, resources, and models. Project Server 2003 supports object-level security by securing collections of objects rather than individual objects. Typically, category permissions control whether an object is displayed in Project Web Access and Project Professional and what actions a user can perform on the object. You can define categories by using the Manage security section of the Admin page in Project Web Access.
Adjust Actuals
Adjust Actuals is a category permission that allows a Project Web Access user to adjust a team member's submitted timesheet entries (actuals). Grant this permission to any member of your organization who requires the ability to adjust a resource's timesheet entry.
For example, grant this permission to project managers, resource managers, and financial managers who need to ensure that the Project Server timesheet reporting can be synchronized with an external timesheet application like Siebel.
This permission requires that users:
- Have permissions to a category or group that also has the View Adjust Actuals global permission.
Approve Timesheets for Resources
Approve Timesheets for Resources is a category permission that allows a user to approve a team member's submitted timesheet entries (actuals). Grant this permission to any member of your organization who requires the ability to approve a resource's timesheet.
This permission requires that users:
- Have permissions to the same category as the resource for which they want to approve timesheets.
- Have permissions to a category that has the Approve Timesheets for Resources permission.
- Have permissions to a category or group that has the Timesheet Approval permission.
Note By default, this permission is denied at the organizational level.
Assign Resources
Assign Resources is a category permission that determines whether a user can assign or allocate a given resource to projects. This permission controls the list of available resources in Build Team (Project Web Access) or Build Team from Enterprise (Project Professional). Grant this permission to all project managers and resource managers who need to assign, manage, or allocate resources.
For example, if you want to add resource R to project P, then you must have permission to assign resources (Assign Resources) on R, as well as permission to add the resource to project P (Build Team on Project). In addition, you must have the Assign Resources to Project Team global permission to use the Build Team feature in Project Professional or Project Web Access.
This permission requires that users:
- Have the Assign Resource to Project Team global permission in order to use the Build Team page in Project Web Access.
- Have the Build Team on Project category permission in order to assign a resource in an existing enterprise project.
- Have the Build Team on New Project global permission in order to assign a resource in a new enterprise project.
Build Team on Project
Build Team on Project is a category permission that determines whether a user can add resources to a project that is already saved to the Project Server database. Grant this permission to project managers who want to use the Build Team feature in Project Professional to staff their projects before saving (and publishing) them to the Project Server database. Or, grant this permission to resource managers who want to use the Build Team feature in the Project Center of Project Web Access to add resources to a project that is already saved to the Project Server database.
This permission requires that users:
- Be granted the See Enterprise Resource Data and Assign Resources category permissions in order to see resources that are part of the Enterprise Resource Pool in the Build Team feature in Project Professional and Project Web Access.
- Have permission (at the category level) to access the specific projects and resources that need to be accessed to build the project team or assign resources.
Create New Task or Assignment
Create New Task or Assignment is a category permission that determines which projects are available to individuals who are creating new tasks. Grant this permission to any group of projects that individual users are allowed to create new tasks for by using the Create a new task page in Project Web Access.
This permission requires that users:
- Be granted the New Project Task global permission in order to access the Create a new task page in Project Web Access.
Delete Project
Delete Project is a category permission that allows Project Professional users to use the Open from Microsoft Project Server dialog box in Project Professional to delete a project that is saved to the Project Server database. Grant this permission to members of your organization to allow them to delete projects they have saved to the Project Server database by using Project Professional or by using the Clean up Project Server database link in Project Web Access. Before allowing users to delete projects, you should establish a plan for recovering deleted projects, if necessary.
This permission requires that users:
- Be granted the Open Project category permission on the project that they want to delete.
Edit Enterprise Resource Data
Edit Enterprise Resource Data is a category permission that allows a project manager to edit enterprise resource data by using Project Professional (by checking out the Enterprise Resource Pool) or a resource manager to edit enterprise resources using Project Web Access (by using the Resource Center). Grant this permission to project managers and resource managers who need to make updates to resources that belong to the Enterprise Resource Pool.
Resource managers who are assigned this permission can edit enterprise resource data in the Resource Center in Project Web Access, as well as make updates to cost data, custom outline code data, custom field data, and other static information related to resources. Resource managers cannot add or delete resources from the Enterprise Resource Pool in Project Web Access.
Project managers can add or delete resources from the Enterprise Resource Pool in Project Professional if they have the New Resource global permission (to add resources) or the Clean Up Project Server Database global permission (to delete resources). These permissions are required in addition to the Edit Enterprise Resource Data category permission.
Note The Project Data Service (PDS) can also be used to create or delete resources in the Enterprise Resource Pool and to edit enterprise resource data.
This permission requires that users:
- Be granted the See Enterprise Resource Data category permission.
Open Project
Open Project is a category permission that allows a user to open a project from the Project Server database in read-only or read/write modes by using Project Professional, or to use the Portfolio Modeler feature in Project Web Access or Project Professional. Grant this permission to any member of your organization who needs to use the Open from Microsoft Project Server dialog box in Project Professional to open projects that are saved to the Project Server database in read-only mode.
Save Project
Save Project is a category permission that allows a user to save projects to the Project Server database by using Project Professional. Grant this permission to all members of your organization who will be saving projects from Project Professional to the Project Server database by using the Save to Project Server dialog box.
This permission requires that users:
- Be granted the Create Administrative Projects global permission to save the project as a project that tracks non-project or non-working time by using the Save to Project Server dialog box in Project Professional.
- Be granted the Open Project category permission on any project that needs to be checked out from the Project Server database.
See Enterprise Resource Data
See Enterprise Resource Data is a category permission that allows a user to view resources and resource data stored in the Enterprise Resource Pool. Grant this permission to any user who needs to view resources and resource data stored in the Enterprise Resource Pool.
Users of the following Project Server features must have this permission:
- Build Team (Project Professional users only.)
- Build Team (Project Web Access users only).
- Resource Center (both Project Professional and Project Web Access users).
See Projects in Project Center
See Projects in Project Center is a category permission that enables a user to access the Project Center from both Project Professional and Project Web Access. Grant this permission to any member of your organization who needs to view projects (at the project level) in the Project Center.
See Projects in Project Views
See Projects in Project Views is a category permission that enables a user to view project information for a specific project in the Project Center from both Project Professional and Project Web Access. Grant this permission to project managers and resource managers who need to view project details in the Project Center. This allows users to click a project in the Project Center and view it at the assignment level (or any other defined view).
See Resource Assignments in Assignment Views
See Resource Assignments in Assignment Views is a category permission that enables a user to view assignment details by using assignment views in the Resource Center. Grant this permission to project managers and resource managers who need to view resource assignment details in the Resource Center from Project Professional or Project Web Access.
View Risks, Issues, and Documents
View Risks, Issues, and Documents is a category permission that allows users to view Windows SharePoint Services Risks, Issues, and Documents areas in Project Web Access and Project Professional. Grant this permission to any user of Project Professional who needs to select Documents, Issues, or Risks on the Collaborate menu or any user of Project Web Access who needs to access the Documents, Issues, or Risks links in the top-level navigation.
