From the course: Microsoft Project Online: Administration
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Managing categories
From the course: Microsoft Project Online: Administration
Managing categories
- [Instructor] Now that we have our template complete, let's go back to the PWA Settings by selecting the gear in the top corner. And this time, let's create a new category for those contractors to use. So we'll go to the Categories section. And in here, we'll create a new category. Now, a category is a set of features that give that user or that group access to the permissions within the system. So we're going to create a new category, and we'll call this our contractor's name. In here, we want to make sure that the contractors have access to only the projects where they are a user, so we'll select that option. We can also select the next section, where they are a resource on a given project. So we'll make them a user as a resource on a project. You now have the option to select what views belong in this category. As you can see here, this is going to manage the views and the information that this category has access to. So we want them to only see the Task Summary view, so we'll…
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