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Manage Permissions for Portfolio Analysis 2010 RRS feed

  • Question

  • Hi,

    I would like to allow a group of users to use the portfolio analysis tool, while allowing them to see only specific projects, and not all the projects that exist on the server.

    I built a new group and associated it to a new category that contains only 5 projects. I didn't associate this group to the "My organization" category. Under "Global Permissions", I gave this group the "Manage Drivers", "Manage Portfolio Analysis" and "Manage Prioritization" permissions.

    When I tried to test a user that belongs to that group, under Portfolio Analysis he was able to see all projects that exist on the server! even thought that under "Project Center" he can see only the 5 projects that exist in his associated category.

    Is this a bug? Or is this the known behavior? Are users that use the "Portfolio Analysis" are automatically exposed to the data of all projects on the server?

    Thanks!

    Ayala

     

     

    Tuesday, July 19, 2011 1:59 PM

Answers

All replies

  • Ayala B --

    I do not believe that Categories control which projects are visible in the Portfolio Analysis tool.  I believe that Microsoft's assumption is that executives and senior project managers should be able to see EVERY project in the portfolio.  Otherwise, what is the purpose of portfolio analysis if the user cannot see every project in the portfolio?  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, July 19, 2011 2:45 PM
  • Thanks for your answer.

    I was hoping that the user could do portfolio analysis on the division level, where he can see only projects from his divsion.

    I guess it's not possible...

     

    Thanks,

    Ayala

    Tuesday, July 19, 2011 3:08 PM
  • You can still use departmental filtering to filter-down/simplify selection at the division (department) level.
    www.umt.com | www.projectfinancialserver.com
    Tuesday, July 19, 2011 3:38 PM
  • Another thought, if you are not using departments, is to create a View under 'Portfolio Projects for Selection' (under Manage Views), and control the view using the Categories.
    Prasanna Adavi, PMP, MCTS http://thinkepm.blogspot.com
    Tuesday, July 19, 2011 5:22 PM
  • I thought about it; The problem with using views or deaprtmental filtering, is that the users are still exposed to all the portfolios that exist under "Portfolio Analysis".

    In my case, I want to block certain portfolios from certain users. If they couldn't see the project names and project data inside a portfolio, that would be good enough.
    But once they can see a portfolio, they also have access to see all the projects inside it.

    Tuesday, July 19, 2011 5:45 PM