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Default categories in Project Server 2013

Project Server 2013

Published: July 16, 2012

Summary: Project Server 2013 default security categories are associated to default security groups, providing a different set of category permissions to each group.

Applies to:  Project Server 2013 

Important Important:

The Project Server 2013 environment must be in Project Permission Mode in order to view categories, groups, and other security settings. For more information about Project Permission Mode, see Plan user access in Project Server 2013.

Project Server 2013 creates five default security categories during installation. Each of the categories is associated to default security groups. Some security groups are associated to multiple categories. Each category provides the associated security group category permissions that allow it to perform certain tasks with projects and resources for that category. This article describes the default settings for each category for Project Server 2013, including the following:

Category association to default security groups

Specific default groups are already associated with each of the default categories. This means that users who are added to a specific default security group will automatically be allowed a specific set of permissions to work with the projects and resources that are associated with the category.

note Note:

For more information about the relationship between groups and categories, see Plan groups, categories, and RBS in Project Server 2013.

Categories associated with default security groups

Category Name Administrators Portfolio Managers Portfolio Viewers Project Managers Resource Managers Team Leads Team Members

My Direct Reports

My Organization

×

×

×

×

×

My Projects

×

×

×

My Resources

×

×

My Tasks

×

Category permissions

The following table describes the default category permissions for each default group. For example, a user in the default Administrators group (who is associated to the My Organization category by default) has the permissions allowed in the Administrators column in the table. These category permissions only apply to all projects, resources, and views selected for the My Organization category. However, a user in the default Project Managers group (who is associated to the My Organization and My Projects categories) has a different set of category permissions for the objects in the My Organization category. This allows you to conveniently set a more or less restrictive set of permissions for different types of users to a group of projects, resources, and views.

note Note:

For more information about category permissions, see Category permissions in Project Server 2013. For more information about how categories relate to groups, see Plan groups, categories, and RBS in Project Server 2013.

Use the following legend for the table below.

  • My Org = My Organization

  • My Dir = My Direct Reports

  • My Proj = My Projects

  • My Res = My Resources

  • My Tsks = My Tasks

Category permissions for default categories

Permission Name Administrators Portfolio Managers Portfolio Viewers Project Managers Resource Managers Team Leads Team Members

Accept Task Update Requests

My Org

My Proj

Adjust Timesheet

My Org

My Org

Approve Timesheets

My Org

My Org

My Org, My Res

Assign Resource

My Org

My Org

My Org

My Res

Build Team On Project

My Org

My Proj

My Org

Create Deliverable and Legacy Item Links

My Org

My Org

My Org

My Proj

My Org, My Proj, My Res

My Proj

My Tsks

Create New Task or Assignment

My Org

My Proj

My Proj

My Proj

My Tsks

Delete Project

My Org

My Org

My Proj

Edit Enterprise Resource Data

My Org

My Org

My Res

Edit Project Summary Fields

My Org

My Proj

Manage Basic Project Security

My Org

My Proj

Manage Resource Delegates

My Org

My Res

Manage Resource Plan

My Org

My Org

My Res

Open Project

My Org

My Org

My Proj

Publish Project

My Org

My Proj

Save Project to Project Server

My Org

My Proj

Save Protected Baseline

My Org

My Proj

View Enterprise Resource Data

My Org

My Org

My Org

My Org, My Proj

My Res

View Project Schedule in Project Web App

My Or

My Org

My Org

My Proj

My Proj

My Tsks

View Project Site

My Org

My Org

My Org

My Proj

My Proj

My Proj

My Tsks

View Project Summary in Project Center

My Org

My Org

My Org

My Proj

My Proj

My Proj

My Tsks

View Resource Assignments in Assignment Views

My Org

My Org

My Org

My Proj

My Res

My Proj

My Tsks

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