Project center view - View Dashboard with a list of projects by Department RRS feed

  • Question

  • Hi, 

    I would like to create a Dashboard view in Project center where the Portfolio Managers will go in and view the project health indicators of their portfolio. The view with the health indicators is already created. The challenge I am facing right now is how to let the portfolio managers view only the projects that are the same with their department. 
    For example in my company, we have 4 departments: 

    - PMO 

    - IT 

    - Finance 

    - Marketing 

    PMO should see all projects. For the other departments, the portfolio manager in each department should only see the projects that have the same department value as theirs (i.e: IT portfolio manager should see IT project, Finance portfolio manager should only see Finance Project, etc..)

    Thank you for your help  

    Wednesday, April 10, 2019 4:05 PM

All replies

  • Hello,

    Is this a view query or a security query? Are the Portfolio Managers in IT allowed to see the projects in Marketing and you are just trying to clean up the view? Or should tthe Portfolion Managers in IT never see or be able to access Marketing projects?


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    Thursday, April 11, 2019 6:25 AM