Default categories in Project Server 2013

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

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.

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

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

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

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.

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

See also

Global permissions in Project Server 2013

Category permissions in Project Server 2013

Default group permissions in Project Server 2013

Plan user access in Project Server

Plan groups, categories, and RBS in Project Server