Working with categories

Categories enable you to map users to projects and views. In other words, in a category, you identify the users, projects, project views, Project Center views, Portfolio Analyzer views, Resource Center views, and Assignment views to include in the category. The Project Server database includes, by default, the following four categories that are tied to the default groups that were identified in the section "Managing groups," earlier in this chapter:

♦ My Direct Reports: Includes all projects and views that are worked on or managed by a user, and resources that are managed by a user. This category includes the Resource Managers group.

♦ My Organization: Includes all projects, all views, and all groups.

♦ My Projects: Includes all projects that are worked on or managed by a particular user, all views that are defined for those projects, and the Project Managers, Resource Managers, and Team Leads groups.

♦ My Resources: Includes the projects that are worked on by resources who report to a specific user as well as views for those projects. Resource Managers and Team Members belong to this group.

♦ My Tasks: Includes all projects to which a user is assigned, a view of the assignments for those projects, and the Team Members group.

To create a new category or edit an existing category, click the Manage security link in the Actions pane on the Admin tab. Then, click the Categories link in the Actions pane. On the Categories page that appears, click Add Category or select a category and click Modify Category. If you click Modify Category, you see the Modify Category page (the top of the page is shown in Figure 19-14), where you select the users that you want to include in this category.

Scroll down, and identify the permissions that you want to be assigned in the category. Notice that you can use a security template to assign permissions (see Figure 19-15).

I realize that you haven't worked with categories yet, so specifying a category for a view may seem to pose a problem. However, when you work with categories in the next section, you see that you can assign a view to a category. So, you get the opportunity to "double back" and connect the view with the category.

Figure 19-14: Use this page to define the users that you want to include in the category.

Manage views Server configuration

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Customise Project Web Access

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About Microsoft Office Project Server 2003

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Joe Johnson Long distance

Lumber

Permissions

Allow

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Adjust Actuals

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Approve Timesheets for Resources

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Assign Resource

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Build Team On Project

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Create New Task or Assignment

Edit Enterprise Resource Data

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Open Project

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Save Project

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See Enterprise Resource Data

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See Projects in Project Center

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See Projects in Project Views

See Resource Assignments in Assignment Views

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View Risks, Issues, and Documents

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Set Permissions with Template

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Set Permissions with Template

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Figure 19-15: Identify the permissions that you want to be assigned in the category.

In the next section of the page, shown in Figure 19-16, specify the projects and project views that you want to include in the category and the options that you want to apply to the projects.

Project«: Select the project» that users in this category can view

C All current and future projects in Project Server database (* Only the projects indicated below:

Available projects: Projects m this category:

P Allow users in this category to view all projects they manage. I- Allow users in this category to view all projects in which thejt are a team member. I- Allow users in this category to view all projects managed by resources that they manage H Allow users in this category to view all projects assigned Jo resources that they manage

Available project views; Project vjews in this category:

A. Datum Incomplete Late TasP" A. Datum Project Detail Assignments Cost Assignments Detail Assignments Earned Value

Add > | Add All» J

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Figure 19-16: Specify the projects that you want to include in the category.

In the next section of the page, shown in Figure 19-17, add the resources whose information will be visible by users of the category and the Assignment and Resource Center views that you want to be included in the category.

Resources: Select the resources whose information can/cannot be viewed by users In this category

O All current and future resources in the Project Server database f» Only the resources specified below;

Available resources: Resources whose assignments can/cannot be viewed:

P Allow users in this category to view their own information p Allow users in this category to view information for all resources in projects that they manage, p Allow users in this category to view information for all resources that they manage, p Allow users in this category to view information for all resources that they manage directly,

Available assignment views: Assignment views in this category;

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Figure 19-17: Add resources to the category.

Note | realize that you haven't added users yet, so specifying resources for a category may seem to pose a problem. However, when you add users in the next section, you see that you can assign a user to a category. So, you get the opportunity to "double back" and connect the category with the user.

In the last portion of the page, shown in Figure 19-18, add the Project Center views, Portfolio Analyzer views, and models that you want to include in the category.

Figure 19-18: Add the project-related views and models that you want to include in the category.

At the bottom of the page, click Save Changes to save the category.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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