Join John Riopel for an in-depth discussion in this video Managing categories, part of Microsoft Project Server: Administration.
- Categories are a set of features within the Project Server application about what you can do with the tool. It can use security templates to refine pre-defined features so that you can apply that set of functions for that category. We can get there by selecting Server Settings, scrolling down, and selecting Manage Categories. We're going to select the My Projects category to review. The My Projects category has a set of project settings that can show you what projects you can see as My Projects, and what resources you can see within this category based on My Projects, and then of course, what views are associated with that category set, and then lastly, what permissions that category utilizes for that group permissions.
We're going to create a new Projects category for our Contractors. Again, categories are very similar to templates, security templates. They utilize the out-of-the-box settings, but they can't be reset right, so we want to make sure that we create new categories instead of modifying the existing ones, because there's no reset option as I've said. So we're going to select New Category, put in our Contractor category, we'll put in a description for our Contractor category that says, "Allows Contractors to see their projects," and we'll select what projects they will be able to see, so since they are Contractors we will only include the selected projects based on the permissions set of that particular User.
So on the bottom sections, we're going to dynamically control that using the Project Server settings where the actual signed-in User is the User on that project's team. We're also going to say that they can see the resource where they are the resource. We don't want them seeing other resources in the Resource Center within the application. We'll allow them to be able to view various views within the Project Server database, there's some of which are out-of-the-box and some are in this case, are custom.
But we'd like them to be able to see the detail view of their tasks, and also be able to see the Resources Work view, so they can see how much work they have. We're going to give them the Tasks Summary as well, and of course the Project Center view for that particular project, in the Project Center. We'll also select the My Details Work view. This will give them the ability to see their work in the application.
We'll save that category to the Category List.
- Managing users, groups, permissions, and categories
- Working with enterprise custom fields and lookup tables
- Working with enterprise calendars
- Managing enterprise objects
- Managing views
- Adjusting time and task settings
- Changing and restarting workflows