Microsoft Office Project Server 2007 category permissions

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Topic Last Modified: 2016-11-14

The following is a list of category permissions for Microsoft Office Project Server 2007. The table below includes:

  • Description Describes what the permission allows you to do.

  • Dependencies Lists any other permissions (global or category) or requirements to allow the permission to function.

  • Previous name, if renamed from Project Server 2003 Lists the Project Server 2003 permission name if the permission was renamed from Project Server 2003 but provides the same functionality.

  • New for Office Project Server 2007? Displays an × symbol if the permission is new for Office Project Server 2007.

Permission Description Dependencies Previous name, if renamed from Project Server 2003 New for Office Project Server 2007

Accept Task Update Requests

Allows a user to accept updates on projects without that user requiring the Save Project Permission

X

Adjust Timesheet

Allows a Project Web Access user to adjust a team member’s submitted timesheet entries. Grant this permission to any member of your organization who requires the ability to adjust a resource’s timesheet entry after that resource has submitted the entry.

User must have the View Resource Timesheet permission to use this permission.

Adjust Actuals

Approve Timesheets

Allows a user to approve a team member’s submitted timesheet entries. Grant this permission to any member of your organization who requires the ability to approve a resource’s timesheet.

  • User must have the Approve Timesheets permission through a category which contains the resources which they want to approve timesheets on.

Approve Timesheets for Resources

Assign Resources

Allows a user to assign or allocate a given resource to projects. This permission controls the list of available resources in Team Builder in both Project Web Access and Project Professional. Grant this permission to all project managers and resource managers who need to assign, manage, or allocate resources. For example, if you want to add resource R to project P, then you must have permission to assign resource R (Assign Resources), as well as permission to build the team on Project P (Build Team on Project). In addition, you must have access to the Team Builder page through either Project Web Access or Project Professional (Assign Resources to Project Team).

  • User must have the View Team Builder global permission in order to use the Build Team page in Project Web Access or Project Professional.

  • User must have the Build Team on Project category permission in order to assign a resource in an existing enterprise project.

  • User must have the Build Team on New Project global permission in order to assign a resource in a new enterprise project.

Build Team On Project

Allows a user to add resources to a project that has already been saved to the Project Server database. Grant this permission to project managers who want to use the Build Team feature in Project Professional to staff their projects before saving (and publishing) them to the Project Server database. Or, grant this permission to resource managers who want to use the Build Team feature in the Project Center of Project Web Access to add resources to a project that has already been saved to the Project Server database.

  • User must have the See Enterprise Resource Data and Assign Resources category permissions in order to see resources that are part of the Enterprise Resource Pool in the Build Team feature in Project Professional and Project Web Access.

  • User must have permission (at the category level) to access the specific projects and resources that need to be accessed to build the project team or assign resources.

Create New Task or Assignment

Determines which projects are available when creating new tasks. Grant this permission to any group of projects that individual users will be allowed to create new tasks in using the Create a new task page in Project Web Access.

User must be granted the New Project Task global permission in order to access the Create a new task page in Project Web Access.

Create Surrogate Timesheet

Allows a user to create and fill-out timesheets for users to whom they have been granted access via category permissions.

X

Create Object Links

When allowed, this permission enables a user to create, modify, or delete links between Project Tasks and items in the Project Workspace (documents, issues, deliverables or risks). 

X

Delete Project

Allows users of Project Professional to delete a project saved to the Project Server database from the Open from Microsoft Project Server dialog box in Project Professional. Grant this permission to members of your organization to allow them to more closely manage the projects he or she has saved to the Project Server database from Project Professional or by using the Clean up Project Server database link in Project Web Access. Before allowing users to delete projects, you should consider how your organization will recover those projects, should you need to do so.

Edit Enterprise Resource Data

Allows a project manager to edit enterprise resource data using Project Professional (checked-out Enterprise Resource Pool) or a resource manager to edit enterprise resources using Project Web Access (Resource Center). Grant this permission to project managers and resource managers who need to make updates to resources that belong to the Enterprise Resource Pool. Resource managers with this permission will be able to edit enterprise resource data in the Resource Center in Project Web Access, as well as make updates to cost data, custom outline code data, custom field data, and other static information related to resources. Resource managers cannot add or delete resources from the Enterprise Resource Pool in Project Web Access. Project managers can add or delete resources from the Enterprise Resource Pool in Project Professional if they have the New Resource global permission (to add resources) or the Clean Up Project Server Database global permission (to delete resources). These permissions are required in addition to the Edit Enterprise Resource Data category permission.

Note

The Project Server Interface (PSI) can also be used to create or delete resources in the Enterprise Resource Pool and to edit enterprise resource data.

User must be granted the View Enterprise Resource Data category permission.

Edit Project Properties in Project Center

Allows a user to modify project custom fields, project name, and project owner from the Edit Custom Fields page in Project Center. This permission would typically be allocated to members of your Project Management Office (PMO) who may be required to edit project custom fields for project tracking and statusing but don't have adequate permissions to open or save the project in Project Professional.

×

Manage Resource Plan

Allows a user to edit a resource plan.

×

Open Project

Allows a user to open a project from the Project Server database in read-only or read/write modes using Project Professional. Grant this permission to any member of your organization who needs to use the Open from Microsoft Project Server dialog box in Project Professional or from within the Project Center in Project Web Access to open projects that have been saved to the Project Server database. If users are not assigned the Save Project permission, then the project will only be open in read-only mode.

Publish Project

Allows a user to Publish projects to the Project Server Published database using Project Professional and Server Side Projects. Grant this permission to all members of your organization who will be publishing projects.

User must be granted the Open Project category permission on any project that needs to be checked out from the Project Server database. If the project has changed since opening, the user will be required to have the Save Project to Project Server permission on that project. If not, when a publish occurs, it will only publish the outdated version.

X

Save Project to Project Server

Allows a user to save projects to the Project Server database using Project Professional. Grant this permission to all members of your organization who will be saving projects from Project Professional to the Project Server database using the Save to Project Server dialog box or through Server-side projects.

  • User must be granted the New Project or Create New Proposal or Activity in order to initially create the project.

  • User must be granted the Open Project category permission on any project that needs to be checked out from the Project Server database.

Save Project

Save Protected Baseline

Allows a user to save a protected baseline or clear a protected baseline associated with an enterprise project published to the Project Server database. Grant this permission to project managers who need to save baselines in their projects. Baselines are saved using the Tools menu in Project Professional. On the Tools menu, point to Tracking, and then select Save Baseline or Clear Baseline. Protected Baselines are in the range of Baseline 0-5 inclusive. Only users with Save Unprotected Baseline, Open Project and Save Project Category permissions are able to save Baselines in Baseline 6-10.

User must be granted the Save Project to Project Server category permission.

X

View Project Summary in Project Center

Allows a user to access the Project Center from both Project Professional and Project Web Access. Grant this permission to any member of your organization who needs to view projects summaries in the Project Center.

See Projects in Project Center

View Project Details in Project Center

Allows a user to view project information for a specific project in the Project Center from both Project Professional and Project Web Access. Grant this permission to users who need to view project details in the Project Center.

See Projects in Project Views

View Resource Assignments in Assignment Views

Allows a user to view assignment details using assignment views in the Resource Center. Grant this permission to project managers and resource managers who need to view resource assignment details in the Resource Center from Project Professional or Project Web Access.

View Enterprise Resource Data

Allows a user to view resources and resource data stored in the Enterprise Resource Pool. Grant this permission to any user who needs to view resources and resource data stored in the Enterprise Resource Pool.

See Enterprise Resource Data

View Project Workspace

Allows users to view Windows SharePoint Services Risks, Issues, and Documents areas in Project Web Access and Project Professional. Grant this permission to any user of Project Professional who needs to select Documents, Issues, or Risks on the Collaborate menu or any user of Project Web Access who needs to access the Documents, Issues, or Risks top-level navigation links.

X

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable content for Project Server 2007.

See Also

Concepts

Introduction to permissions in Microsoft Office Project Server 2007
Microsoft Office Project Server 2007 global permissions
Microsoft Office Project Server 2007 default group and template permissions
Microsoft Office Project Server 2007 default categories
Permissions changes in Microsoft Office Project Server 2007