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Ability for a manager to see projects their staff is/will be working on RRS feed

  • Question

  • I am using PS2010.  I need for our department managers to see the projects that the PMO believes their staff will be needed on.  We have the RBS setup and have each manager at the appropriate node and their direct reports on a node  or leaf below them.   We put their staff on tasks on the projects and publish the projects.  Using the out of the box Resource Manager group and My Resource category, the manager who is testing this can only see projects she is actually a team member of.

    I'd appreciate advice on how we should make this happen, please, because what we're trying is not working.

    Related question_ if we only put the manager's personnel on a Resource Plan and not on the actual schedule of the project, is there a way for these projects to show up for the manager as well or does the resource have to be on the team and have a published assignment?

    Thanks!

    Walter


    Walter
    Wednesday, February 16, 2011 4:48 PM

Answers

  • Walter --

    It sounds like you want your Resource Managers to be able to see in the Project Center page any project assigned to their resources.  Assuming this is the case, your Project Server administrator will need to do a slight "tweak" to the default permissions in Project Server 2010.  To do this, he/she should do the following:

    1.  Log into PWA with administrator permissions.
    2.  Click Server Settings > Manage Categories.
    3.  Click the My Resources category to open it for editing.
    4.  In the Projects section of the page, select the "A resource on the project's Project Team is a descendant of the User via RBS" checkbox.
    5.  Click the Save button.

    Your RMs should now see the projects assigned to their resources in the Project Center page in PWA.  Regarding your second question, I believe the resources need to be on the actual project team, as opposed to being a member of the Resource Plan team, but I could be wrong.  Let me know what you find out in that regard.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, February 16, 2011 6:19 PM
    Moderator

All replies

  • Walter --

    It sounds like you want your Resource Managers to be able to see in the Project Center page any project assigned to their resources.  Assuming this is the case, your Project Server administrator will need to do a slight "tweak" to the default permissions in Project Server 2010.  To do this, he/she should do the following:

    1.  Log into PWA with administrator permissions.
    2.  Click Server Settings > Manage Categories.
    3.  Click the My Resources category to open it for editing.
    4.  In the Projects section of the page, select the "A resource on the project's Project Team is a descendant of the User via RBS" checkbox.
    5.  Click the Save button.

    Your RMs should now see the projects assigned to their resources in the Project Center page in PWA.  Regarding your second question, I believe the resources need to be on the actual project team, as opposed to being a member of the Resource Plan team, but I could be wrong.  Let me know what you find out in that regard.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, February 16, 2011 6:19 PM
    Moderator
  • Dale,

    Thanks for the quick response.  I'm the administrator so I was able to check this quickly.  The check box you mentioned is already checked.  Under projects for that category, the settings are

    Radio button "Only the projects indicated:" is checked, Selected Projects is empty

    All the check boxes are checked.

    Should the radio button "All current and future projects in Project Server database be checked instead?  When we've done this in the past the RM could see all projects whether their personnel were assigned to them or not.

    Thanks for your help!


    Walter
    Wednesday, February 16, 2011 7:14 PM
  • Walter --

    Well, that is the other way around your problem.  :)  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, February 16, 2011 8:08 PM
    Moderator
  • Walter --

    One additional thought:  The solution I gave you should have worked. Therefore, you should not need to select all of the checkboxes, as you indicate.  By chance, are all of the resources in each project part of a Resource Plan instead of being members of the actual project team?  That might explain why your RMS cannot see any projects in the Project Center page.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, February 16, 2011 9:33 PM
    Moderator
  • Dale,

    I picked a specific project that should be visible to this manager.  It has a schedule, some of her people are assigned to tasks on the schedule and they are enterprise resources in the correct RBS position related to her.   THe schedule has been published.  It should work but it doesn't.  Odd and frustrating.

     

    Walter


    Walter
    Thursday, February 17, 2011 12:10 AM