S

Categories

Security options:

Security templates User authentication

Add Category | Modify Category | X Delete Category

Categories

Add Category | Modify Category | X Delete Category

Security options:

Security templates User authentication

k Category Name

Description

1

My Direct Reports

1 Project Server default My Direct Report ca —

My Organization

Project Server default My Organization cat

My Projects

Project Server default My Projects categor

My Resources

Project Server default My Resources categ

My Tasks

Project Server default My Tasks category v > ~~

Export Grid to Excel

My Direct Reports

Project Server default My Direct Report category

Export Grid to Excel

My Direct Reports

Project Server default My Direct Report category

Users and Groups: Igarywil, Résout

:, Teresa Stover

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Figure 21-11. Click Manage Security to open the Categories page and customize user categories and security templates.

2 Click any of the categories in the table, such as My Direct Reports or My Tasks, to review the definition for that category in the boxes below the table.

3 To change an existing category, click Modify Category above the table. To define a new category, click Add Category above the table.

In the page that appears, make any changes needed in the Category Name And Description section.

In the Users And Groups section, select the users and groups already identified that you want to be a part of the category and then click the Add button.

In the Permissions box, specify the permissions that users in this category should have.

In the Projects section, specify which projects the users in this category should be able to access: all projects in the Project Server database or just the selected projects.

Select or clear the project-related check boxes to further define the category. In the Available Project Views box, specify the views that the users in this category should be able to see.

In the Resources section, specify which resources the users in this category should be able to access: all resources in the Project Server database or just the selected resources (see Figure 21-12).

Select or clear the resource-related check boxes to further define the category.

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Figure 21-12. Specify the resources whose information can be accessed by users in this category.

10 11

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Figure 21-12. Specify the resources whose information can be accessed by users in this category.

In the Available Assignment Views and Available Resource Center Views boxes, specify the assignment and resource views that users in this category should be able to see.

In the Project Center Views section, specify the views that users in this category should be able to access. These views include Project Center views, any Portfolio Analyzer views, and any Portfolio Modeler models that have been defined. When finished, click the Save Changes button at the bottom of the page.

Microsoft Office Project 2003 Inside Out Creating a New Security Template

You can set up your own security templates with entirely different sets of permissions. You can then assign the new set of permissions to users, groups, and categories in a single step. To create a new security template, follow these steps:

1 In the Admin page of Project Web Access, click Manage Security in the left pane.

2 In the left pane, click Security Templates.

3 Above the table, click Add Template.

4 Enter a name and description for your new security template.

5 If you want to base your new security template on an existing template, select a template from the Copy Template box.

Whether or not you base your new security template on another existing template, you'll need to modify the new template to change the permissions.

Modifying a Security Template

You can edit the permissions in an existing security template or set the permissions for a new security template you just created. To do this, follow these steps:

1 In the Admin page of Project Web Access, click Manage Security in the left pane.

2 In the left pane, click Security Templates.

3 In the table, select the name of the security template you want to modify.

4 Above the table, click Modify Template.

5 Next to each permission, select either the Allow check box or the Deny check box to specify the set of permissions for this template.

The permissions are organized by category, such as Collaboration and Status Reports. You can globally allow or deny all permissions in a category by selecting the Allow or Deny check box for the category.

6 When finished setting permissions for the security template, click the Save Changes button.

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