Portfolio Analyzer - No Way to Limit Access?

[Andy S]

I am using Project Server 2003. I created a Portfolio Analyzer view
to allow one group to look at their project's cost data. Therefore, I
put the Projects field in the Row Field Area, and selected only the
project's pertaining to this group (by using the checkmarks next to
the project name). However, any user with access to this view in
Project Center has the ability to bring up the Field List and select
all the other projects that I left unchecked. I cannot allow this.
Why does it seem like any user who can see any Portfolio Analyzer view
has the ability to edit all aspects of the view, including seeing data
that doesn't belong to them.

Am I missing something?

Respectfully,
Andy

 

[Jonathan Sofer]

Andy,

You can disable the ability for anyone to change the filtered options by
doing the following:

1) Go to edit the Portfolio Analyzer view in question under Admin>Manage
Views
2) Click on the Commands and Options for the Pivot Table
3) Go to the "Protection" tab and uncheck the box next to "Filter"
4) Save your changes

Be careful not to disable the "View the Commands and Options dialog box in
run mode" as this will lock you out of the Commands and Options forever and
you will have to delete and re-create the view.

Hope this helps,

Jonathan Sofer

 

[Marc Soester [MVP]]

Hi Andy,

In addition to Jonathans post, if you want to restrict the data within the
Portfolio Analyser ( for example certain users can only see certain projects)
then you will need to do this on the Analysis Services site. I am not sure
how well you know Analysis Services, but if you dont know how to do so you
may have collegues that are able to help out.

I hope this helps

 

[Andy S]

Excellent!

Jonathan - Your solution provided exactly what I wanted, and I
appreciate the warning about "View Commands..."

Marc - I appreciate the additional info. I haven't really dug into
making changes on the AS site, but I'll keep an eye out for that as
our business matures with the system.

Thanks, gents!

 

[Andy S]

One more question:

Is there a way to prevent users from Show Field List when Analyzing
projects in Portfolio Analyzer? This is under the View Options
submenu when in the Project Center.