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Project Server Permissions

A global permission exists for each activity, or interaction, that users can perform with Project Server data, or for a page or group of pages in Project Web Access.

Please click on any section that begins with a plus (+) to expand its contents.

+ Global Project Server Permissions

+ About Microsoft Office Project Server 2003

Permission that allows a user to access the About Microsoft Office Project Server 2003 page from the Admin page in Project Web Access.

For use by those responsible for tracking Project Server and Project Web Access licensing information

+ Assign Resource to Project Team

Permission that allows a user to use Build Team in Project Web Access and Project Professional, as well as determine the list of available resources.

For resource managers and project managers to allow them to use Build Team in Project Web Access to add resources to projects that have been saved to the Project Server database.

+ Requirements

Must be granted the Assign Resources category permission

Must be granted the Build Team on Project category permission

+ Assign To-Do List Tasks

Permission that determines to whom a user can assign a to-do list task.

For any user in your organization who needs to create and assign a to-do list by using the Create a new personal or shared to-do list, Manage my to-do lists, or To-do list option

+ Requirements

Be granted the Create and Manage To-Do List global permission

Be Granted the Assign To-Do List Tasks global permission, which allows them to view to-do list-related pages in Project Web Access.

+ Backup Global

Permission that allows a user to create a copy of the Enterprise Global Template as an offline Project template file (MPT) by using Project Professional

For any user who needs to save offline copies of the Enterprise Global Template by using the Enterprise Options option in the Tools menu in Project Professional.

+ Requires

Be granted the Save Enterprise Global global permission

Be Granted the Backup Global global permission if you want this user to later be able to restore the backed-up Enterprise Global Template to the Project Server database

+ Build Team on New Project

Permission that allows a user to add resources to a project that has not been saved to the Project Server database

For 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

+ Requires

Be granted the Assign Resources Permissions

Be granted the See Enterprise Resource Data category permissions in order to see resources that are part of the Enterprise Resource Pool in the Build Team feature in Project Professional

+ Change Password

Permission that allows a user to change their Project Server user account password from the Home page in Project Web Access

For users who have Project Server user accounts so that they can periodically change their passwords.

+ Requires

Be granted the View Home global permission

+ Change Work Days

Permission that allows a user to send working time updates to their manager and create exceptions in the Standard Enterprise Calendar

Grant this permission to most Project Web Access users unless your organization is using Administrative Projects to track non-project and non-working time

+ Check In My Projects

Permission that allows a user to check in their projects by using the Check in my projects page, which is available from the Project Center in Project Web Access

For users in your organization who have permission to check out projects from the Project Server database

+ Requires

Be granted the View Project Center global permission

Be granted the Save Project category permission

+ Clean Up Project Server Database

Permission that allows a user to access the Clean up Project Server Database link on the Admin page in Project Web Access

For users who need to delete tasks, status reports, projects, resources, and status updates from the Project Server database

+ For project managers who need to delete resources from the Enterprise Resource Pool by using Project Professional

*Should only be granted to a small group of users within your organization. The ability to delete projects, resources, tasks, status reports, and status updates can create significant problems

+ Connect to Project Server using Microsoft Project 2002

Permission that allows Microsoft Project Professional 2002 to connect to the Project Server 2003 database

For members of your organization who are using Microsoft Project Professional 2002 and who need to connect to the Project Server 2003 database

+ Requires

Be granted the same set of category and global permissions that your organization assigns to Project Professional 2003 users

+ Create Accounts from Microsoft Office Project

Permission that allows a user to create new Project Server or Windows authenticated resource accounts when publishing projects to Project Server

For project managers who need to create Project Server or Windows authenticated resources while working in Project Professional

*Does not create accounts in the Enterprise Resource Pool and is denied when enterprise options are enabled

*By default, this permission is denied at the organizational level

+ Create Accounts when Delegating Tasks

Permission that allows a user to create new resource accounts while delegating tasks in projects while using Project Professional

For project managers who need to add resources not currently part of a project to tasks, or add resources not available in the Enterprise Resource Pool, while assigning resources to tasks in Project

*Does not create accounts in the Enterprise Resource Pool and should be denied if your organization has enabled Enterprise options

*By default, this permission is denied at the organizational level on the Server Configuration page in Project Web Access

+ Create Accounts when Requesting Status Reports

Permission that allows a user to create new resource accounts when requesting status reports

For project managers who need to add resources not currently part of a project to tasks, or add resources not available in the Enterprise Resource Pool

*Does not create accounts in the Enterprise Resource Pool and should be denied if your organization has enabled enterprise options

*By default, this permission is denied at the organizational level

+ Create Administrative Projects

Permission to select the Administrative projects option in the Save to Project Server dialog box or to access the Manage Administrative Projects page in Project Center

For users in your organization who need to create projects that are only used to track non-working and non-project time

*Project managers can use Project Professional to create Administrative Projects

*Both project managers and resource managers can use Project Web Access to manage Administrative Projects

*The Administrative projects option in the Save to Project Server dialog box is only available if the project has not already been saved to the Project Server database

+ Create and Manage To-Do List

Permission that allows a user to access the Manage my to-do lists and Create a new personal or shared to-do list pages in Project Web Access

For project managers, resource managers, and members of your organization's Project Management Office (PMO)

+ Requires

Be granted the Assign To-Do List Tasks global permission in order to determine to whom a user can assign a to-do list task

+ Customize Project Web Access

Permission that allows a user to access the Customize Project Web Access pages on the Admin page in Project Web Access

+ For users in your organization who need to manage the following areas of Project Web Access:

Custom links and custom content on the Project Web Access Home page

Custom Gantt Chart view color combinations

Custom Grouping format color combinations

Starting, stopping, or modifying the management settings for the Project Server Scheduled Process Service

+ Delegate Task

Permission that allows a user to delegate an assigned task to another (existing) user

For members of your organization who need the ability to delegate task assignments to other resources

+ Requires

Be a member of a category that is assigned the Assign Resources permission

+ Go Offline from Project Web Access

Permission that allows a user to click the Go offline link on the Project Web Access Home page

For users who need to be able to track their timesheet and status report information when they are unable to access Project Web Access

+ Hide Task from Timesheet

Permission that allows a user to hit X (delete) to remove a task from their timesheet

For team members so they can clear tasks from their timesheet that have been completed

+ Integration with External Timesheet System

Permission that allows a user to report their actuals on project assignments without using the timesheet included in Project Web Access

For any user who needs to update their timesheet and is not using the default timesheet that is included in Project Web Access

*All users who will use the Outlook Integration feature to manage their timesheet must be assigned this permission

*Project managers still need to approve resources' timesheet entries by using Project Web Access

+ Log On

Permission that allows a user to connect to the computer running Project Server 2003 from Project Professional or to log on to Project Web Access

For any user who is authorized to connect to the computer running Project Server 2003 from Project Professional or log on to Project Web Access

+ Manage Enterprise Features

Permission that allows a user to access the Manage enterprise features page from the Admin page in Project Web Access

For those responsible for OLAP cube creation, managing versions, and keeping track of enterprise projects and enterprise resources at the day-to-day level

+ Manage Rules

Permission that allows a user to access the Update page in Project Web Access and set rules for how update transactions will be automatically processed

For project managers and resource managers so they can define how they will automatically receive and accept changes to transactions by their resources

+ Manage Security

Permission to access the Manage security page in Project Web Access to define security categories, security templates, and user authentication settings

For Project Server administrators or a very small and closely managed group of people

+ Manage Server Configuration

Permission that allows a user to access the Server configuration page from the Admin page in Project Web Access

For Project Server administrators or a very small and closely managed group of people

+ Manage Status Report Requests

Permission that allows a user to access the Request a status report link on the Project Web Access Status Reports page and to view team reports

For any member of your organization who needs to create status report requests and view team reports

+ Requires

Be granted the View Status Report List permission

+ Manage Task Changes

Permission that allows project managers or resource managers to access the Updates page in Project Web Access and get task updates, and manage task transactions

For any project manager, resource manager, or member of your organization's PMO who is responsible for approving task updates

+ Manage Users and Groups

Permission that allows a user to access the Manage users and groups page from the Admin page in Project Web Access

For Project Server administrators who need to add, modify, or delete Project Server users and manage Project Server security groups

+ Manage Views

Permission that allows a user to access the Manage views page from the Admin page in Project Web Access

+ For project managers, resource managers, and members of your organization's PMO office so they can create the following views:

Resource Center

Portfolio Analyzer

+ Manage Windows SharePoint Services

Permission to create and delete Windows SharePoint Service sites, update the list of authorized users, and maintain the servers running Windows SharePoint Services from Project Web Access

For administrators for Project Web Access and/or administrators for the servers running Windows SharePoint Services and SharePoint Portal Server

+ Requires

Be granted administrative privileges to all of the servers running Project Server 2003, Windows SharePoint Services, and SharePoint Portal Server

+ New Project

Permission that allows a user to add a new project to the Project Server database by using Project Professional or the Project Data Service (PDS)

For users to publish or save new projects to the Project Server database from Project Professional by using the Save to Project Server dialog box, the Import Projects Wizard, or the PDS

+ New Project Task

Permission that allows users to access the Create a new task section of the Tasks page in Project Web Access

For any member of your organization who needs to create new tasks in projects that are published to the Project Server database

*The list of available projects for a user to create new tasks in is determined by the Create New Tasks or Assignment category permission

*A user who is assigned the New Project Task permission must also have access to the projects to which they want to add a task

+ New Resource

Permission that allows a project manager to add new resources to the Enterprise Resource Pool by using Project Professional or the Project Data Service (PDS)

For any member of your organization who needs to create new enterprise resources in the Project Server database

+ New Task Assignment

Permission that allows users to access the Assign myself to an existing task section of the Tasks page in Project Web Access

For any member of your organization who needs to create new assignments on existing tasks in projects that are published to the Project Server database

*The list of available projects for which a user can create new task assignments is determined by the Create New Tasks or Assignment category permission

*A user who is assigned the New Task Assignment permission must also have access to the projects to which they want to assign themselves to a task

+ Open Project Template

Permission that allows a user to open an Enterprise Project Template from the Project Server database by using Project Professional

For all users in your organization who will be using Project Professional to create and manage projects that are based on Enterprise Project Templates

+ Requires

Be granted the New Project global permission in order to save the project to the Project Server database as an actual project

+ Publish To-Do List to All Users

Permission that allows a user to make a to-do list available to users in Project Web Access

For all users in your organization who will need to be able to make their to-do list available to any Project Web Access user

+ Requires

Be granted the Create and Manage To-Do List global permission in order to access the Create a new personal or shared to-do list page in Project Web Access

+ Publish / Update / Status

Permission to assign tasks, change tasks, and request a task's status when a project is published to the Project Server database from Project Professional using the Collaborate menu

For all users in your organization who will be using Project Professional to collaborate on Project Server data

+ Requires

Be granted the Open Project category permission

Be granted the Save Project category permission

+ Read Enterprise Global

Permission that allows a user to load the Enterprise Global Template when connecting Project Professional to the Project Server database

For all users in your organization who will be using Project Professional to connect to the Project Server database

+ Save Baseline

Permission that allows a user to save a baseline or clear a baseline associated with an enterprise project published to the Project Server database

For project managers who need to save baselines in their projects by using the Tools menu in Project Professional

+ Requires

Be granted the Save Project category permission

+ Save Enterprise Global

Permission that allows a user to check out, modify, and save the Enterprise Global Template to the Project Server database from Project Professional

For users of Project Professional who need to be able to choose the Tools menu, point to Enterprise Options, and select Open Enterprise Global

+ Save Project Template

Permission that allows a user to create and save a project as an Enterprise Project Template from Project Professional to the Project Server database

For members of your organization who are tasked with creating Enterprise Project Templates

+ Requires

Be granted the Assign Resources

Be granted See Enterprise Resource Data category permissions if the users are also responsible for adding generic resources to the Enterprise Project Template

+ Set Personal Notifications

Permission that allows a user to access the Alert me about my tasks and status reports link on the Project Web Access Home page

For any user that you want to be able to sign up for e-mail notifications and reminders related to tasks and status reports

+ Requires

Be granted the View Home global permission

+ Set Resource Notifications

Permission that allows a user to access the Alert me about my resources on tasks and status reports link on the Project Web Access home page

For any resource manager or project manager that you want to be able to sign up for e-mail notifications and reminders related to their resource's tasks and status reports

+ Requires

Be granted the View Home global permission

+ Submit Status Report

Permission that allows a user to access the Submit a status report link on the Status Reports page in Project Web Access

For any user of Project Web Access who needs to be able to submit status reports

+ Requires

Be granted the View Status Reports List global permission

+ Timesheet Approval

Permission that allows resource managers to approve team members' Timesheets in Project Web Access

For resource managers who need to access the Approve Timesheets for Resources page in Project Web Access

*This permission is denied at the organizational level by default

+ Requires

Be granted the Approve Timesheets for Resources category permission

+ View Adjust Actuals

Permission that allows a user to access the Adjust Actuals page in Project Web Access

For any category of users who need to adjust timesheet entries in your organization

*View Adjust Actuals only determines access to the Adjust Actuals page in Project Web Access

*The Adjust Actuals category permission is necessary for users to be able to view and access or adjust any assignment data on the Adjust Actuals page in Project Web Access

+ Requires

Be granted the Adjust Actuals category permission

+ View Assignments View

Permission that allows a user to access the View resource assignments link from the Resource Center in Project Web Access

For any category of users who need to view assignment data in Project Web Access

+ View Documents

Permission that allows a user to view the Documents page in Project Web Access or access Documents from the Collaborate menu in Project Professional

For any users who need to create, update, or delete project-related documents, or link documents to tasks in any project-related site for which the user has permissions

+ Requires

Be granted the View Risks, Issues, and Documents category permission

+ View Home

Permission that allows a user to view the Project Web Access Home page

For any category of users who need to access the Project Web Access Home page

+ View Issues

Permission that allows a user to view the Issues page in Project Web Access or access Issues from the Collaborate menu in Project Professional

For any category of users who need to add or update project-related issues, or link issues to tasks or documents in any project-related site for which the user has permissions

+ Requires

Be granted the View Risks, Issues, and Documents category permission

+ View Models

Permission that allows a user to use Portfolio Modeler in Project Web Access or Project Professional to create, modify, open, analyze, delete, and unlock models

For user who needs to access the Model projects with Portfolio Modeler link in Project Web Access, or select Portfolio Modeler on the Collaborate menu in Project Professional

+ Requires

Be granted the See Enterprise Resource Data category permission

Be granted the Open Project permission in order to load the data in a project into the Portfolio Modeler

+ View Portfolio Analyzer

Permission that allows a user to view the Portfolio Analyzer by using Project Web Access or Project Professional

For users who need to access Portfolio Analyzer in Project Web Access from the Project Center, or in Project Professional by selecting Portfolio Analyzer on the Collaborate menu

+ View Project Center

Permission that allows users to access the Project Center from Project Web Access or Project Professional

For users who need to view the Project Center in Project Web Access, or in Project Professional by selecting Project Center on the Collaborate menu

+ Requires

Be granted the See Enterprise Project Data category permission

+ View Project View

Permission that allows a user to access project views in Project Web Access

For users who need to view project details by using the Project Center in Project Web Access or Project Professional

+ View Resource Allocation

Permission that allows a user to access the View Resource Availability page to view resource allocation data in Project Web Access

For users in your organization who need to view resource availability in Project Web Access

+ View Resource Center

Permission that allows users to access the Resource Center from Project Web Access or Project Professional and view resource allocation data

For users who need to view the Resource Center in Project Web Access, or in Project Professional by selecting Resource Center on the Collaborate menu

+ Requires

Be granted the See Enterprise Resource Data category permission

+ View Risks

Permission that allows a user to view the Risks page in Project Web Access or from the Collaborate menu in Project Professional

For any category of users who need to add or update project-related risks

+ Requires

Be granted the View Risks, Issues, and Documents category permission

+ View Status Report List

Permission that allows a user to view sent status reports that are stored in the Status Reports Archive in Project Web Access

Permission to view the Miscellaneous Reports page to view all messages that were either forwarded to the user, not requested, or cc'd to the user

+ Requires

Be granted the Submit Status Reports, Create Accounts when Requesting Status Reports, or Manage Status Reports Request global permissions

+ View Timesheet

Permission that allows a user to view the Timesheet in Project Web Access and report their progress against project assignments

For any team member or team lead who needs to report his or her hours by using a timesheet that is tracked within (or related to) the Project Server timesheet

+ Project Server Organizational Permissions

+ Permissions are identical to the global and category permissions described above, except that five organizational permissions are denied by default in Project Server 2003:

Create Accounts when Requesting Status Reports

Create Accounts when Delegating Tasks

Create Accounts from Microsoft Office Project

Approve Timesheets for Resources

Timesheet Approval

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