View in PWA

[Rafal_Paczynski]

Hi All,

I would like to ask you about set up one view in PWA for team Members.

In order to refine the management of resources we are considering to have
each employee update their assignment in the resource plans for the projects
they are assigned to.

The idea is that the project manager creates a resource plan with the agreed
amount of hours for a particular project and the project team members updates
the resource plan every week i.e. for the next 4 weeks so the plan reflects
reality to a higher degree than today. (The project manager will enter i.e.
50% for the entire span of the project, but the actual workload will most
likely go up and down.)

The question is if it's possible to setup a "my projects" view in the
project center so it will be relative simple for resources to find their
projects and update the resource plans.

 

[Dale Howard [MVP]]

Rafal --

If you have not changed the default permissions for either the Team Members
group or the My Tasks category, then all you need to do is to create the new
View and add it to the My Tasks category. By default, members of the Team
Members group can only see the projects in which they are team members. You
may need to tweak the permissions in the Team Members group, however, to
allow them to modify their Resource Plans. Hope this helps.

 

[Rafal_Paczynski]

Hi Dale,

Thank you very much I will test it tomorrow.

 

[Dale Howard [MVP]]

Rafal --

You are more than welcome, my friend! Let us know the results.

 

[Rafal_Paczynski]

Hi dale,

I have been working with categories adn views. I was able to set up with no
problems categories but I have a problem with defining a view. Could you
provide me with more steps how should I create this view. I has been trying
but I couldn't achieve my point

Thank you in advance

BR
Rafal Paczynski

 

[Dale Howard [MVP]]

Rafal --

I cannot tell you how to define the View since I don't really understand
what you want your team members to see in the View. When your team members
navigate to the Project Center page, they can see only one Project Center
view, which is the Summary view. If they click the name of any project, the
system displays the Task Summary view on the Project Details page. Those
are the only two Views that team members have permissions to see. Examine
those two Views and then determine what is missing that you would like them
to see. Then, make a copy of the Summary view and/or the Tasks Summary
view, give the new View a name, and then edit the list of columns as
desired. Hope this helps.

 

[Rafal_Paczynski]

Hi,

In our organization it has been done on that way that everybody can see all
projects.
They can't edit them or report time - if there are not team members. But in
PWA under projects they can see all projects cirrently running.

Now we woule like to change thta so team Members can only see only projects
there are member of.
I have been trying that permisions by using categories and marking "The User
is on that project's Project Team" but it didn't helped.


Can you help ?

Thank you in advance.

BR
Rafal Paczynski

 

[Dale Howard [MVP]]

Rafal --

Without knowing precisely what changes you have made to either the My Tasks
category or the Team Members group, I it makes it difficult to troubleshoot
your problems. For example, are your team members included in security
Groups other than the Team Members group? If so, remove them from those
other Groups. For example, have you added other Categories to the Team
Members group, such as the My Organization category, for example? If so,
remove all other Categories from the Team Members group. Then open the My
Tasks category for editing and select the following options in the Projects
section:

Only the projects indicated
The User is on that project's project team

Then click the Save button. That SHOULD solve your problem, unless you have
done something else I can't imagine. Hope this helps.