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Project Server Experts Community Site > Project Server FAQ KnowledgeBase > UseRBStoControlAccessToResources  


How do I set up Project Server so that each Project Manager can see only his/her own resources, as defined by the RBS field?



Microsoft Project Server Frequently Asked Questions (FAQs): Overview



Microsoft Project Server Frequently Asked Questions (FAQs): Details

Resolution

The Project Server administrator must initially complete the following two actions:

·         Build an RBS field code structure that mimics your company's "org chart”

·         Set an RBS value for every resource in the Enterprise Resource Pool to show Project Server "who reports to whom"

After completing the above two actions, the Project Server administrator must modify the My Projects category and the Project Managers group as follows:

1. Log into PWA with administrator permissions

2. Click Admin - Manage security

3. Select the My Projects category and click the Modify Category button

4. In the Resources section, select the first three checkboxes (the first two are already selected by default)

5. Click the Save Changes button

6. Click the Manage Users and Groups link in the sidepane, and then click the Groups link in the sidepane

7. Select the Project Managers group and click the Modify Group button

8. In the Categories section, remove the My Organization category

9. Make sure the My Projects category is selected

10. In the Permissions grid of the Categories section, set these additional permissions to Allow:

  • Assign Resource
  • See Enterprise Resource Data

11. Do not change any of the other permissions in the Permissions grid

12. Click the Save Changes button

 

 

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About FAQs

Microsoft Project Server Frequently Asked Questions (FAQs) provide information about Microsoft Project Server 2002, Microsoft Project Server 2003, Microsoft Project Server 2007, and Microsoft Project Server 2010.

Topics include common errors and the Project Server queue, project manager and resource manager approvals, enterprise calendars, enterprise custom fields, enterprise projects and the enterprise resource pool, user access, reports and OLAP analysis, resource work, project costing, task progress reporting and timesheets, Project Web Access (PWA) and Project Professional, check-out check-in and the local cache, saving and publishing, and issues risks deliverables documents and project workspaces.

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