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Create a security template in Project Server 2010

Published: May 12, 2010

Summary: Add custom security templates by using the Manage Templates page in PWA Server Settings.

In Microsoft Project Server 2010, 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 2010.

  • You have access to Project Server 2010 through the Microsoft Project Web App site.

    Important Important:

    The Manage users and groups global permission in Project Server 2010 is required to complete this procedure.

To create a template

Perform the following procedure to create a template in Project Server 2010.

Create a template

  1. On the PWA 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 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 Project Server 2010 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 2010 whenever this template is used to set permissions.

    For more information about specific global permissions, see Project Server 2010 global permissions.

  7. Click Save.

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