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A team leader view in Project Centre... RRS feed

  • Question

  • If a team leader is captured in a custom field in the PDP, is it possible that the team leader (with a POL Pro license) can see those projects in the Project Centre automatically and without the pm adding them in the build team

    Many thanks

    James 

     



    • Edited by JamesP435 Tuesday, August 29, 2017 2:21 PM
    Tuesday, August 29, 2017 2:20 PM

Answers

  • Hi James,

    The 2 only ways to give a direct access to a project to a user are either to add him to the project team or the set him as the project owner. Adding his name to a custom field in a PDP won't have any effect on the security process.

    That being said, if you're using RBS and categories and if team members of the project are descendant of the team leader in the RBS, you could use the following option in the team leader category: "A resource on the project's Project Team is a descendant of the User via RBS".


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    • Marked as answer by JamesP435 Friday, September 15, 2017 6:17 AM
    Tuesday, August 29, 2017 3:40 PM
    Moderator

All replies

  • Hi James,

    The 2 only ways to give a direct access to a project to a user are either to add him to the project team or the set him as the project owner. Adding his name to a custom field in a PDP won't have any effect on the security process.

    That being said, if you're using RBS and categories and if team members of the project are descendant of the team leader in the RBS, you could use the following option in the team leader category: "A resource on the project's Project Team is a descendant of the User via RBS".


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    • Marked as answer by JamesP435 Friday, September 15, 2017 6:17 AM
    Tuesday, August 29, 2017 3:40 PM
    Moderator
  • Thanks Guillaume

    James 




    • Edited by JamesP435 Friday, September 15, 2017 6:17 AM
    Friday, September 15, 2017 6:17 AM