none
Ability to change Project Status field - 2010 RRS feed

  • Question

  • Hi,

    We need our Leads to be able to change the Project Status field for the entire Project.  We are using 2010.  I just want to make sure I understand our options:

    1. The Lead could be added as the Status Mgr for the Projects in question, but the only person with Project Professional is our PM, not the leads.  And I understand that to be an issue from this article: http://www.projectserverexperts.com/ProjectServerFAQKnowledgeBase/changeprojmgr.aspx
    2. The Lead could be given the actual Project Ownership by the original owner
    3. The Lead could be given administrator-level access.  (Project Manager level access alone doesn't seem to allow that field to be changed if one is not the Owner)

    Do I have that correct?

    Thanks!

    Monday, April 15, 2013 6:45 PM

Answers

  • The article you linked to does not relate to your quest.  You want to permit someone other than the owner of the project to edit a (presumably) project-level Enterprise Custom Field named "Project Status."

    That can be done.  There are three approaches.

    1. Assuming the Leads are all members of a security Group (and that users who should not have this permission are not members of the group), create a security Category that contains the project(s) you want them to be able to edit.  Then set the category permissions to include Open Project and Save Project to Project Server.  You may also want to allow them to Publish Project.
    2. As above, but limit them to editing only certain project-level ECFs by giving them only the permission to Edit Project Summary Fields.  In order for this to work, you must ensure that the Project Details Page defined as the New Project Page for the relevant Enterprise Project Type, includes the "Project Status" field.
    3. In Project Center, select a project for which you want to give permissions to Leads, then click Project Permissions in the ribbon.  Define a new permission and grant permissions as appropriate (see #1 and #2 above for guidance).


    Reid McTaggart – DeltaBahn Vice President
    Blog | Twitter | LinkedIn Please click Mark As Answer; if a post solves your problem or Vote As Helpful if a post has been useful to you. This can help other community members reading the thread.

    • Marked as answer by Scott_CF Tuesday, April 16, 2013 6:18 PM
    Tuesday, April 16, 2013 2:43 PM

All replies

  • The article you linked to does not relate to your quest.  You want to permit someone other than the owner of the project to edit a (presumably) project-level Enterprise Custom Field named "Project Status."

    That can be done.  There are three approaches.

    1. Assuming the Leads are all members of a security Group (and that users who should not have this permission are not members of the group), create a security Category that contains the project(s) you want them to be able to edit.  Then set the category permissions to include Open Project and Save Project to Project Server.  You may also want to allow them to Publish Project.
    2. As above, but limit them to editing only certain project-level ECFs by giving them only the permission to Edit Project Summary Fields.  In order for this to work, you must ensure that the Project Details Page defined as the New Project Page for the relevant Enterprise Project Type, includes the "Project Status" field.
    3. In Project Center, select a project for which you want to give permissions to Leads, then click Project Permissions in the ribbon.  Define a new permission and grant permissions as appropriate (see #1 and #2 above for guidance).


    Reid McTaggart – DeltaBahn Vice President
    Blog | Twitter | LinkedIn Please click Mark As Answer; if a post solves your problem or Vote As Helpful if a post has been useful to you. This can help other community members reading the thread.

    • Marked as answer by Scott_CF Tuesday, April 16, 2013 6:18 PM
    Tuesday, April 16, 2013 2:43 PM
  • Thank you Reid!  Perfect!
    Tuesday, April 16, 2013 6:19 PM