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Create a security template

Updated: December 20, 2007

 

Topic Last Modified: 2007-12-18

In Microsoft Office Project Server 2007, you can group commonly used permissions into a security template and then use it to assign permissions to users, groups, and categories.

Before you perform this procedure, confirm that:

  • You have read Manage security templates in Project Server 2007.

  • You have access to Office Project Server 2007 through Project Web Access.

    ImportantImportant:
    The Manage users and groups global permission in Office Project Server 2007 is required to complete this procedure.

Perform the following procedure to create a template in Office Project Server 2007.

Create a template
  1. On the Project Web Access home page, in the Quick Launch, click Server Settings.

  2. On the Server Settings page, in the Security section, click Manage Templates.

  3. On the Manage Templates page, click New Template.

  4. On the Add or Edit Template page, in the Name section, do the following:

    1. In the Template Name box, type a name for the template.

    2. In the Description box, type a short description of the template.

    3. Optionally, you can base the new template on an existing template, and then make any required changes. To do this, select an existing template from the Copy Template list. The new template will initially be populated with the security permissions from the template you selected.

  5. In the Category Permissions section, select the permissions in the Allow or Deny column that you want to apply towards projects and resources whenever this template is used to set permissions.

    For more information about specific category permissions, see Microsoft Office Project Server 2007 category permissions.

  6. In the Global Permissions section, select the permissions in the Allow or Deny columns that you want to apply across Project Server 2007 whenever this template is used to set permissions.

    For more information about specific global permissions, see Microsoft Office Project Server 2007 global permissions.

  7. Click Save.

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