Valutor Project Management

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Administrators

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Executives

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Portfolio Managers

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Project Managers

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Resource Managers

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Team Leads

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Team Members

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My Direct Reports

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My Organization

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My Projects

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My Resources

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To create a new user account in Project Web Access and set the user's permissions, follow these steps:

1 In the vAdmin page of Project Web Access, click Manage Users And Groups in the left pane.

The Users page appears (see Figure 21-3).

Figure 21-3. Click Manage Users And Groups to open the Users page and add a new user account.

Figure 21-3. Click Manage Users And Groups to open the Users page and add a new user account.

2 Above the table, click Add User.

The Add User page appears (see Figure 21-4).

Figure 21-4. In the Add User page, specify the new user's authentication, group, and permissions.

Next to Authenticate User By, select the option for this user's authentication method. Windows Authentication users can log on to Project Web Access using the same user ID and password they use to log on to your organization's Windows network.

Project Server Authentication users log on to Project Web Access using the user ID you set up on this page. They can then set their password in Project Web Access. If you have added enterprise resources, they are automatically added as Project Web Access users authenticated by Project Server.

If you select the Windows Authentication option, complete the Windows User Account, User Name, and E-Mail fields.

In the Windows User Account box, enter the person's Windows account in the format of domain\username.

In the E-mail box, enter the person's e-mail address in the format of someone@ microsoft.com.

In the User Name box, enter the person's first and last names.

If you select the Project Server Authentication option, enter the person's User Name. The first time these users log on to Project Web Access, they'll be prompted to set a password.

Under Groups, click the group that this user belongs to and then click Add. A user can be a member of more than one group.

Click the Categories heading to expand the Categories section (see Figure 21-5).

Figure 21-5. In the Categories section, specify the items that can be accessed by this user and then start setting permissions.

8 In the Available Categories box, select the data that should be available for access by this user and then click Add.

A user can access multiple categories as appropriate to his responsibilities.

9 Select the check boxes for the permissions you want to set for this user.

It's easiest to set permissions with a template that corresponds to the user's group and then make any individual adjustments as necessary. To do this, under the permissions table, click the Set Permissions With Template button and then click the user's group, for example, Project Manager or Team Lead. The check boxes in the permissions table are completed as appropriate to the selected group (see Figure 21-6).

To set a permission, select the check box under the Allow column. To deny a permission, clear the check box under the Allow column. You can also select the check box under the Deny column, but it's not necessary—just one or the other is sufficient.

Figure 21-6. These are the permissions set by the built-in Project Manager security template.

Figure 21-6. These are the permissions set by the built-in Project Manager security template.

10 Click the Global Permissions heading to expand the Global Permissions section (see Figure 21-7).

® Figure 21-7. In the Global Permissions section, specify the permissions you

^ want to allow or deny for this user.

11 Select the check boxes for the global permissions you want to set for this user. Be sure to scroll to see all the permissions—it's a long list.

As with the category permissions, it's much easier to use the template for the user's group and then make any individual adjustments as necessary. Under the global permissions table, click the Set Permissions With Template button and then click the user's group, for example, Team Member or Resource Manager. The check boxes in the global permissions table are completed as appropriate to the selected group.

12 When finished, click the Save Changes button at the bottom of the page.

After you set up the user accounts, team members and other Project Web Access users just need to use their Web browser to go to the designated URL for your project server location. They enter their user name (and password if necessary), and their own view of Project Web Access appears.

Team members and resource managers needing information about using Project Web Access should refer to Chapter 23, "Participating on a Team Using Project Web Access."

Upper managers using Project Web Access should refer to Chapter 24, "Making Executive Decisions Using Project Web Access."

Microsoft Office Project Web Access 2003 - ps2 - Microsoft Internet Explorer

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Address é] http://p52/projectserver/admin/5ee_users_AddModify ,asp?Res!D=-l

See Projects in Project Views

See Resource Assignments in Assignment Views

View Risks, Issues., and Documents

Set Permissions with Template

□ Global Permissions: Set user's global permission

See Projects in Project Views

See Resource Assignments in Assignment Views

View Risks, Issues., and Documents

Set Permissions with Template

□ Global Permissions: Set user's global permission