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Granting project site access for non-team members RRS feed

  • Question

  • We are using PS 2010.  We have a set of managers who need to see all projects in the system and/or see all the projects that their staff are assigned to.  Using groups-categories, we are able to provide them a listing of the projects in Project Center.  However, this is not allowing them access to the project's site because they are not always a team member.

    Is there a way to provide them with access to the sites of all projects their staff are working on?  We thought about creating a custom SP group and putting these managers in it. Then assigning that group permissions to all sites (not sure how to do that best).

    Any ideas on how to do this?

    Thanks,

    Walter


    Walter
    Thursday, March 10, 2011 1:57 AM

Answers

  • Prasanna --

    Frankly, I'm a little in the dark about exactly what wacNTN wants exactly, so I threw out my solution as one possible easy way to address the issue. But thanks for attempting to clarify what the user really wants.  :)


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

    Thursday, March 10, 2011 6:24 PM
    Moderator
  • Sorry for the confusion.  I want a department manager to see the project sites for the project's their staff are assigned to.  So, a subset of the full project portfolio.  We have a group-category combo for these managers that handles visibility of the right projects correctly.  I think I figured out that setting the View Project Site permission to Allow will give the access to the site.

    Then, there is a different set of managers who need to see all projects in the system.  We assign them to a group-category combo that lets them see all projects and set the View Project Site permission to allow for them. 

    Looks like it will handle this just fine.  We're testing it.

    Thanks!

    Walter


    Walter
    • Marked as answer by wacNTN Friday, March 18, 2011 2:41 PM
    Friday, March 11, 2011 1:02 AM

All replies

  • Here is a thought ( haven't tested this though..)

    I assume you created a separate PWA Security group to allow this set of managers look at all projects. What is you allowed the category permisssion, View Project Site for the My Organization Category for this group?

    Technically, they should be added as readers to all project sites, when the project sites sync happens....


    Prasanna Adavi, PMP, MCTS Blog: http://msprojectideas.blogspot.com
    Thursday, March 10, 2011 3:19 PM
    Moderator
  • Hi wacNTN,

    It is recommended to manage Project Site security through the security groups in PWA.

    To grant a group access to all Project Sites, assign the group to the 'My Organisation' category and set the 'View Project Site' permission for this category to 'Allow'.

    You could also create a category that takes the RBS into account to give someone access to all sites of all projects in which their staff members (as defined in the RBS) are assigned.

    I hope this helps,
    Hans


    My EPM blog: Projectopolis
    Thursday, March 10, 2011 3:22 PM
    Moderator
  • Walter --

    Why don't you simply select the "All current and future projects in the Project Server database" option in the My Projects group?  That will take care of the issue for your project managers very nicely, assuming of course, that you have not modified the My Projects category or the Project Managers group in any way.  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"

    Thursday, March 10, 2011 4:05 PM
    Moderator
  • Dale,

    I agree that would be a easier solution, but wouldn;t that mean ALL PMs/or whoever had the My projects Category will see ALL projects? I think wacNTN only wanted a specific set of managers to be able to look at all projects and corresponding Project Sites...


    Prasanna Adavi, PMP, MCTS Blog: http://msprojectideas.blogspot.com
    Thursday, March 10, 2011 5:13 PM
    Moderator
  • Prasanna --

    Frankly, I'm a little in the dark about exactly what wacNTN wants exactly, so I threw out my solution as one possible easy way to address the issue. But thanks for attempting to clarify what the user really wants.  :)


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

    Thursday, March 10, 2011 6:24 PM
    Moderator
  • Sorry for the confusion.  I want a department manager to see the project sites for the project's their staff are assigned to.  So, a subset of the full project portfolio.  We have a group-category combo for these managers that handles visibility of the right projects correctly.  I think I figured out that setting the View Project Site permission to Allow will give the access to the site.

    Then, there is a different set of managers who need to see all projects in the system.  We assign them to a group-category combo that lets them see all projects and set the View Project Site permission to allow for them. 

    Looks like it will handle this just fine.  We're testing it.

    Thanks!

    Walter


    Walter
    • Marked as answer by wacNTN Friday, March 18, 2011 2:41 PM
    Friday, March 11, 2011 1:02 AM
  • Walter --

    No problem, my friend.  The important thing is that you get your questions answered by someone in this forum.  :)


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

    Friday, March 11, 2011 12:36 PM
    Moderator