Manage categories in Project Server 2007
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Topic Last Modified: 2015-03-09
Categories are the collections of projects, resources, assignments, views, and models to which users and groups in Project Server are granted access. Categories define which collections of specific data (projects, assignments, resources, and views) that these users and groups have access to. Categories allow the administrator to separate the data by the scope of the information accessed. Categories also allow the administrator to filter data using security rules, like Resource Breakdown Structure (RBS), that can help organize and display data in specific ways.
Users and groups can be added to categories directly. However, you can add projects and resources to categories manually by choosing them from lists, or you can use predefined filters (dynamic rules) to automatically add them to categories. Any user who has permission to a category is granted permission to all of the projects and resources in the category.
You must have the Manage users and groups global permission to add, modify, or delete a group.
Avoid creating unnecessary categories. Having a large number of groups and categories within an organization can stress the authorization system, which can affect performance.
Microsoft Office Project Server 2007 creates six default categories during installation. These default categories are designed to enable Project Server to provide the most common layer of security for a hierarchical organization or matrix organization.
Users can be added to these categories manually or by default. For example, when you add a user to a project as a resource, the user automatically becomes a member of the default Team Members group, which has permissions in the default My Tasks category.
| Default category | Default groups in the category | Description |
|---|---|---|
My Tasks |
Team Members |
Primarily used by project resources who have assigned tasks. |
My Projects |
Project Managers Resource Managers Team Leads |
Provides access to all projects that a user owns. |
My Resources |
Resource Managers |
Intended for resource managers and is useful only after the Resource Breakdown Structure (RBS) is defined. |
My Direct Reports |
Resource Managers |
Intended for users who need to be able to approve timesheets. |
My Personal Projects |
Administrators Executives Portfolio Managers Project Managers Resource Managers |
Allows users to create projects in Project Server for their own use. |
My Organization |
Executives Portfolio Managers Project Managers Resource Managers Team Leads Team Members |
Used to grant access to all information in the organization. This category is intended for members of a Project Management Office (PMO), executives in an organization, and other key users who require the ability to view projects and resources across the entire organization. |
Task requirements
The following are required to perform the procedures for this task:
Access to Office Project Server 2007 through Project Web Access.
The Manage users and groups global permission in Microsoft Office Project Server 2007 in order to create, modify, or delete a category.
To manage categories in Office Project Server 2007, you can perform the following procedures:
See Also
Concepts
Manage security in Project Server 2007
Microsoft Office Project Server 2007 category permissions
Microsoft Office Project Server 2007 global permissions
Microsoft Office Project Server 2007 default categories