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Microsoft Office Project Server 2007 global permissions

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Topic Last Modified: 2016-11-14

The following is a list of global permissions for Microsoft Office Project Server 2007. The columns in the table include:

  • Description   Describes what the permission allows you to do.

  • Dependencies   Lists any other permissions (global or category) or requirements necessary for 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

About Microsoft Office Project Server

Allows a user to access the About Project Server page through Project Web Access Server Settings.

About Microsoft Office Project Server 2003

Accept Timesheets

Allows a user to accept but not approve a timesheet. Example would be where an Administrative assistant would view the timesheets to make sure there were no inaccuracies in them. When it's accepted then a manager with Approve Timesheets permission will approve the timesheets.

×

Build Team On New Project

Allows a user to add resources to a project that has not 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.

User needs to be granted the Assign Resources and View 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

Allows a user to change their Forms user account password user account password from Project Web Access. Forms authentication is provided through a membership provider and individual membership providers may prevent the changing of passwords. Please verify this with your membership provider if intend to use this permission.

Change Project state

Allows a user to modify the Project State field through Project Web Access.

Note

The Project State field is not available in Project Professional.

×

Clean up Project Server database

Allows a user to access the Delete Enterprise Objects link in the Database Administration Center in Project Web Access. Grant this permission to users who need to delete assignments, status reports responses, projects, resources, and status updates from the Project Server database.

Close Task to Updates

Allows a user to close tasks to Time Reporting. It gives access to the Lock Task Project Web Access page.

×

Contribute to Project Web Access

Allows users to edit items within lists in the Project Web Access Windows SharePoint Services site.

×

Create New Proposal or Activity

Allows a user to create a new proposal or activity. The standard project Category permissions will be required for the user to Open, Save or Publish the proposal or activity.

×

Download PWA Outlook add-in

This permission allows a user to download the Outlook Add-in, which is used for synchronizing assignment information to Outlook. If the permission is denied, then references to the Outlook Add-in will not appear in Office Project Web Access menus. This is used for organizations that either don't use Outlook or that want to deploy the Add-in through other means.

×

Edit Status Report Requests

Allows a user to access the Request a status report link on the Project Web Access Status Reports center and to view team reports. Grant this permission to any member of your organization who needs to create status report requests and view team reports, usually project managers, resource managers, team leads, and members of your organization’s PMO.

Manage Status Report Request

Edit Status Report Responses

Allows a user to access the Submit a status report link on the Status Reports center in Project Web Access. Grant this permission to any user of Project Web Access who needs to be able to submit status reports.

Submit Status Report

Log on

Allows a user to connect to Project Server from Project Professional or to log on to Project Web Access. Grant this permission to any user who is authorized to connect to Project Server from Project Professional or log on to Project Web Access.

Log on to Project Server from Project Professional

Allows a user to load the Enterprise Global Template when connecting Project Professional to the Project Server database. Grant this permission to all users in your organization who will be using Project Professional to connect to the Project Server database.

Manage Active Directory Settings

Allows users to modify any Active Directory Synchronization settings within the Project Web Access Administration. If the user is denied this permission then they cannot modify settings for any of the following:

  • Enterprise Resource Pool synchronization settings.

  • Project Web Access Security Groups synchronization settings.

  • Choose an Active Directory Group to synchronize against a specific Security Group within the Add/Modify Group page.

×

Manage Check-Ins

Allows a user to access the Forced Check-in Enterprise Objects page in Project Web Access. This page allows users to force check-in projects, resources, custom fields, calendars, lookup tables and resource plans. The functionality that this permission enabled was contained within the Manage Enterprise Features permission in Project Server 2003.

×

Manage Cube Building Service

Allows a user to the set and modify the settings for OLAP cube creation. The functionality that this permission enabled was originally contained within the Manage Enterprise Features permission in Project Server 2003.

×

Manage Enterprise Calendars

Allows a user to create, modify and delete Enterprise Calendars within the Project Web Access. <new> The functionality that this permission enabled was contained within the Save Enterprise Global permission in Project Server 2003.

×

Manage Enterprise Custom Fields

Allows a user to modify the definitions of Enterprise Custom Fields and lookup table from Project Web Access. The functionality that this permission enabled was contained within the Save Enterprise Global permission in Project Server 2003.

×

Manage Gantt Chart and Grouping Formats

Allows a user to access the Gantt chart and grouping formats customization options in the Project Server Administration page for Project Web Access views.

×

Manage Lists in Project Web Access

Allows a user to create, modify, and delete lists within the Project Web Access Windows SharePoint Services site. This permission is used when synchronizing a user against the Project Web Access Windows SharePoint Services site.

×

Manage Notification and Reminders

Allows a user to manage the Notification and Reminders settings within Project Web Access Admin. This is split off from the Customize Project Web Access in Project Server 2003.

×

Manage Personal Notifications

Allows a user to access the Alert me about my tasks and status reports link on the Project Web Access home page. Grant this permission to any user you want to be able to sign up for e-mail notifications and reminders related to tasks and status reports.

Set Personal Notifications

Manage Project Server Backup

Allows a user to schedule the backup or immediately back up a number of entities on Project Server, including:

  • Projects

  • The Enterprise Resource Pool

  • Calendars

  • Custom fields

  • The Enterprise Global template

  • Views

  • System settings

  • Categories

  • Group settings.

Manage Project Server Restore

Allows a user to immediately back up a number of entities on Project Server, including:

  • Projects

  • The Enterprise Resource Pool

  • Calendars

  • Custom fields

  • The Enterprise Global template

  • Views

  • System settings

  • Categories

  • Group settings.

    Note

    Similar to Server Backup, except the permission does not allow you to schedule a back up.

Manage Project Web Access Views

Allows a user to access the Manage Views page in the Admin center in Project Web Access. Users with permission to access this page will be able to add, modify, or delete Project, Project Center, Resource Center, Assignment, and Portfolio Analyzer views, as well as modify Timesheet views. Grant this permission to project managers, resource managers, and members of your organization’s PMO so they can create project data views for users to access in Project Web Access and Project Professional. It is important to remember that if your organization is allowing project managers to create custom fields at the project level, then each project may require its own unique view. The number of projects in this type of environment may be too numerous for your IT administrator team; offloading this work to the people in your organization that work at the project level on a day-to-day basis is one way of distributing the workload of managing views.

Manage Queue

Allows the user to read or set queue configuration settings and retry, cancel, and unblock jobs in the queue.

×

Manage Resource Notifications

Allows a user to access the Alert me about my resources on tasks and status reports link on the Project Web Access home page. Grant this permission to any resource manager or project manager you want to be able to sign up for e-mail notifications and reminders related to their resource’s tasks and status reports.

Set Resource Notifications

Manage Rules

Allows a user to access the Update page in Project Web Access and set rules on how update transactions will be automatically processed. Grant this permission to project managers, resource managers, or members of your organization’s PMO so they can define how they will automatically receive and accept changes to transactions by their resources.

Manage security

Allows a user to access the Manage security page in Project Web Access to define security categories, security templates, and user authentication settings. Grant this permission to Project Server administrators or a very small and closely managed group of people. This page allows users to change Project Server security settings, create security categories and security templates, specify how user accounts should be created, and define the types of accounts (Forms or Windows authentication) that are available for the authentication of users when accessing Project Server using Project Professional or Project Web Access. Changes to settings on this page, once you have begun using Project Server in your organization, should be carefully managed and (ideally) infrequent.

Manage Server Events

Allows a user to register event handlers for specific Project Server server-side events. The Manager Server Events page requires the event handler to be registered by the server as defined in the Project Server SDK.

×

Manage Server Configuration

Allows a user to access the Server configuration page in the Admin center in Project Web Access. Users with permission to access the Server configuration page can enable or disable enterprise features, manage organizational permissions, and create custom menus (both top-level and side-pane) in Project web Access. Grant this permission to Project Server administrators or a very small and closely managed group of people.

Manage Status Reports

Allows a user to access the Request a status report link on the Project Web Access Status Reports center and to view team reports. Grant this permission to any member of your organization who needs to create status report requests and view team reports, usually project managers, resource managers, team leads, and members of your organization’s PMO.

×

Manage Time Tracking

Allows a user to be forwarded timesheets for review. After reviewing the timesheet, the user will be required the following permissions:

  • Accept Timesheet

  • Approve Timesheet

×

Manage Timesheet and Financial Periods

Allows a user to create and modify Timesheet and Fiscal period definitions.

×

Manage Users and Groups

Allows a user to access the Manage Users and Groups page in the Admin center in Project Web Access. Users with this permission will be able to add, modify, or delete Project Server users and manage Project Server security groups. Grant this permission to members of your organization who are Project Server administrators. Only a small group of people should have permission to access this set of pages.

Manage Windows SharePoint Services

Manage Windows SharePoint Services is a global permission that allows a user to create and delete Windows SharePoint Service sites, update the list of authorized users, and maintain the servers running Windows SharePoint Services from the Admin center in Project Web Access. Grant this permission to members of your organization who are administrators for Project Web Access and/or administrators for the servers running Windows SharePoint Services and SharePoint Portal Server.

Users with this permission should be granted administrative privileges to all of the servers running Project Server, Windows SharePoint Services, and SharePoint Portal Server.

New Project

Allows a user to add a new project to the Project Server database using Project Professional or the Project Server Interface (PSI). Grant this permission to any user in your organization who needs to publish or save new projects to the Project Server database from Project Professional using the Save to Project Server dialog box or the Import Projects Wizard or create new projects in the Project Server database using the PSI.

New Resource

Allows a project manager to add new resources to the Enterprise Resource Pool using Project Professional, the Project Web Access Resource Center, or the Project Server Interface (PSI). Grant this permission to any member of your organization who needs to create new enterprise resources in the Project Server database.

Note

If your organization is using the Active Directory synchronization feature, you may want to consider denying this permission to all non-IT administrators in your organization.

New Task Assignment

Allows users to access the Assign myself to an existing task page in the Tasks center of Project Web Access. Grant this permission to any member of your organization who needs to create new assignments on existing tasks in projects that have been published to the Project Server database. Users with this permission will be able to use the Assign myself to an existing task page in Project Web Access to create assignments for themselves on tasks in any project to which the user has access. The list of available projects for a user to create new tasks is determined by the Create New Tasks or Assignment category permission. A user with the New Project Task permission must also have access to the projects to which they want to assign themselves to a task.

Open Project Template

Allows a user to open an Enterprise Project Template from the Project Server database using Project Professional. Grant this permission to all users in your organization who will be using Project Professional to create and manage projects that are based on Enterprise Project Templates.

User needs to be granted the New Project global permission in order to save the project to the Project Server database as an actual project.

Reassign Task

Allows a user to delegate an assigned task to another (existing) user. Grant this permission to members of your organization who need the ability to delegate task assignments to other resources. For example, a large project may be run by a single project manager, but actually implemented by several teams, each with their own team lead. A project manager could assign the team leads in the project plan, and then the team leads could in turn delegate each task to individual members of their teams. This example creates an additional layer of task management within the larger organization, but it can also simplify resource allocation within projects themselves and make it easier for a project manager to manage large projects. Or, if you have a resource that is about to leave on a three-week vacation, and this resource had this permission, they would be able to assign their tasks directly to other resources rather than having the project manager check out the project and reassign resources.

Delegate Task

Save Enterprise Global

Allows a user to check out, modify, and save the Enterprise Global Template to the Project Server database from Project Professional. Grant this permission to users of Project Professional who need to be able to choose the Tools menu, point to Enterprise Options, and select Open Enterprise Global. This permission should only be granted to a small group of people in your organization; either project managers, members of your organization’s PMO, or Project Server administrators.

Save Project Template

Allows a user to create and save a project as an Enterprise Project Template from Project Professional to the Project Server database. Grant this permission to members of your organization who are tasked with creating Enterprise Project Templates. When a user saves a project to the Project Server database for the first time, the option to select Template (as opposed to Project) from the Type drop-down list in the Save to Project Server dialog box is enabled.

User needs to be granted the Assign Resources and View Enterprise Resource Data category permissions in addition to this permission if they are also responsible for adding Generic resources to the Enterprise Project Template.

Save Unprotected Baseline

Allows a user to save a non-protected baseline or clear a non-protected baseline associated with an enterprise project published to the Project Server database. 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. Unprotected Baselines are in the range of Baseline 6-10 inclusive. In Project Server 2003 any user with Open Project and Save Project Category permissions were able to save Baselines.

User needs to be granted the Save Project category permission.

Self-Assign Team Tasks

Resources can be members of a Team Assignment Pool. With this permission, it is possible for users to assign tasks, which have been assigned to their Team Assignment Pool, to themselves through the Self-Assign Team Tasks page in Project Web Access

×

View Approvals

Allows a user to view the Admin Time Approvals page.

View Data Analysis

Allows a user to view the Data Analysis page using Project Web Access or Project Professional. Grant this permission to users who need to access Portfolio Analyzer in Project Web Access by clicking Analyze Projects in Data Analysis link from the Project Center, or in Project Professional by selecting Data Analysis on the Collaborate menu.

View Portfolio Analyzer

View OLAP Data

Allows a user to read from the output for the OLAP cube. This permission is only checked when the OLAP cube is built.

×

View Project Center

Allows users to access the Project Center from Project Web Access or Project Professional. Grant this permission to users who need to view the Project Center in Project Web Access by clicking the Projects link in the top-level navigation, or in Project Professional by selecting Project Center on the Collaborate menu.

User needs to be granted the View Project Summary in Project Center category permission.

View Project View

Allows a user to access project views in Project Web Access. Grant this permission to users who need to drill down into project details using the Project Center in Project Web Access or Project Professional.

View Resource Availability

Allows a user to access the View Resource Availability page to view resource allocation data in Project Web Access. Grant this permission to users in your organization who need to view resource availability in Project Web Access.

View Resource Center

Allows users to access the Resource Center from Project Web Access or Project Professional and view resource allocation data. Grant this permission to users who need to view the Resource Center in Project Web Access by clicking the Resources link in the top-level navigation, or in Project Professional by selecting Resource Center on the Collaborate menu.

User needs to be granted the View Enterprise Resource Data category permission.

View Resource Plan

Allows a user to access the Resource Plan page within Project Web Access.

×

View Resource Timesheet

Allows users to view the timesheets, regardless of their state or ownership, for resources identified in the category selection criteria.

Users must be granted the Accept Timesheet global permission to use this permission.

View Surrogate Timesheet

Allows a user to access the View Surrogate Timesheet page.

Note

In order to manually establish the timesheet owner you need the Create Surrogate Timesheet permission on that resource.

×

View Task Center

This permission when denied prevents users from seeing the Task Center link on the Project Web Access Quick Launch menu

Note: This permission does not lock down access to the Task Center page. It is still possible for users to navigate to this page

×

View Team Builder

Allows a user to use Build Team in Project Web Access and Project Professional, as well as determine the list of available resources. Grant this permission to resource 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. Project Managers can also use this permission to allow them to use Build Team in Project Professional to add resources to projects.

  • User needs to be granted the Assign Resources category permission in addition to the View Team Builder global permission. The Assign Resources category permission determines the list of resources available in Build Team in both Project Professional and Project Web Access.

  • User needs to be granted the Build Team on Project category permission. The Build Team on Project permission determines with which projects Build Team can be used. This applies to using Build Team in both Project Professional and Project Web Access .

Assign Resource to Project Team

View Timesheet Center

When this permission is denied it prevents users from seeing the Timesheet Center link on the Project Web Access Quick Launch menu

Note: This permission does not lock down access to the Timesheet Center page. It is still possible for users to navigate to this page

×

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 category 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