Master plan and project manager’s privileges in EPM “URGENTâ€

[Saleh Mansour]

Hello all
I have master project with a few sub plans and sub-sub plans “20â€, each of
these sub plans has a project manager.
Now I want to give each project manager a privileges to open all the plans
through Project Pro but as read-only, and privileges to edit save and publish
only his own plan.
And is there a way to let the project managers open the master plan with all
sub plans but can’t save any changes except in their plans?, (I want the
project managers to make dependencies with other plan’s tasks in the master
plan)
What is the best practice here?
It is really urgent
Best regards

 

[Jonathan Sofer [MVP]]

I am assuming that:
a) Your PMs already have the rights to edit, save and publish their own
plans
b) You are using the out of the box security configuration or at least the
out of the box groups and categories

On this assumption, if you want to allow all PMs to view all projects on the
server with read-only, you would simply add "My Organization" to "Project
Managers" security group and enable the category permission "Open Project"

With this change, your PMs will only be able to save sub plans that are
theirs. However, the system will prompt them if they want to save all the
other plans in the master and if they say yes but have only read-only access
it will ask them to save the plan as a new plan because they don't have
rights to save. You can then also disable the "new project" permission for
PMs as well but it will still ask them if they want to save as a new plan
and then tell them they can't only after the fact. So a not so clean
solution is what I am getting at.

To answer you last question, you should be able to make dependencies but
those dependencies will only exist in the schedule they have rights to save
and all others plans will have to be opened by a PM that has edit rights,
then they would have to accept those links and save the plan back as well.

Jonathan