User / Resource Questions

[banana]

I apologize again for my newbie questions, but theres twos things I like clairification on.

Firstly when you create project and want to add users / resources , heres what I do. Edit the project, then select build team, then I just add users I want as resources for the project. However, I also notice in the main Project Center (Proposal and Acitivities) there is a resource plan button. What is the difference from building a team and creating a resouce plan?

My other question regards user/admin privileges. For example, I tried a few test cases myself and I'm a little confused. For example, if a certain user is set as a team member, but I create a new project and assign them the administrator of the project, they aren't able to publish the project or do anything (I suppose this is normal?) But if a user with project manager privileges is just a resource of a project, they seem to also be able to edit the project. I do not want this to happen, so is there anything I can do?

Basically, if I have a team of people, is it possible to set the permissions so that they are all "members", but can have manager privileges (i.e. approviing changes) for only a specific project, while only member for other projects going on at once?

I suspect all of this may have sometihng to do with setting permissions. When I edit a user's settings, is it sufficent to just set the security group they belong to, or should I only set their global permissons, or both? Any help is appreciated!

[ssanderlin]

What is the difference from building a team and creating a resouce plan?

There are a variety of uses for Resource Plans, but the key point is that Resource Plans allow the Project Manager to "reserve" a portion of a resource's availability without actually making a task assignment.

if a certain user is set as a team member, but I create a new project and assign them the administrator of the project, they aren't able to publish the project or do anything (I suppose this is normal?)

The default Team Member group does not have the permissions necessary to publish plans. You should use the Project Manager group for this.

I do not want this to happen, so is there anything I can do?

The default Project Managers group has permissions to open/save/publish all plans within the system. There is an article on how to do this here. It was written for 2003, but the same changes should work for you on 2007.

I suspect all of this may have sometihng to do with setting permissions. When I edit a user's settings, is it sufficent to just set the security group they belong to, or should I only set their global permissons, or both? Any help is appreciated!

The best practice is to avoid setting any Global or Category permissions for a user. Use Groups (along with Categories for groups) to control things. Otherwise, management of security quickly becomes unwieldy.

[ssanderlin]

You may also want to pick up copies of Implementing and Administering Microsoft Office Project Server 2007 (Epm Learning) and Managing Enterprise Projects Using Microsoft Office Project Server 2007 (Epm Learning), which go into a number of topics in detail including Resource Plans and Security.

[banana]

Nice!

The PM read-only setting was just what I was looking for. Thanks for your clarification and help. Also thanks for the suggested reading .

[ssanderlin]

Originally Posted by banana

Nice!

The PM read-only setting was just what I was looking for. Thanks for your clarification and help. Also thanks for the suggested reading .

You're welcome. Let us know if you need anything further!