Define Project Access

Explanation

In order to give other persons than the project manager and sub project managers access to a project, you need to connect teams to the sub projects. You can specify % in the sub project ID field if you would like the team to have access to the entire project.

Include team will give access to the team for the specified sub project and all sub projects beneath in the structure. Exclude team will remove the access for the team for the specified sub project and all sub projects beneath in the structure.

Project managers and sub project managers will always have access to their own (sub) projects and all sub projects beneath in the structure.

Prerequisites

Project Access must have been enabled for the project (see Project/General for more information).
The project team must be defined (see Define Project Team for more information).

System Effects

When including a team, the team members will have access to the specified sub projects.
When excluding a team, the team members will not have access to the specified sub projects.
The result of the access definitions can be viewed in Project Navigator/Project Access/Team Access. This window will contain 1 record for each team that has access to the sub project. In Project Navigator/Project Access/Team Members you can see the team members that have access to the selected sub project.
In Project Access Results you can see the access definitions for all projects and all employees. You should be careful to make a full populate, as this may take a very long time. Instead you should make a query to reduce the amount of data. For example, to see all employees with access to one project, or to see which projects/sub projects one specific employee has access to.

Window

Project Navigator/Project Access/Access Definition
Project/Project Access/Access Definition
Project Team/Access Definition

Related Window Descriptions

Project Navigator/Project Access/Access Definition
Project/Project Access/Access Definition
Project Team/Access Definition

Procedure

In Project Navigator/Project Access/Access Definition or Project/Project Access/Access Definition follow these steps:

Select the Project Access/Access Definition tab, and create a new record.
Enter a team ID or use the List of Values.
Enter the sub project ID. By entering the wildcard symbol %, the team will get access to all sub projects. Note that if you are in Project Navigator, and a sub project is currently selected the team will get access to the selected sub project, and you are not able to use the wildcard. If you want to use the wildcard when in Project Navigator, you have to select the project node in the graphical navigator.
The value in the Access field is by default set to Included, which will give access to the selected sub project, and all levels below. Selecting Excluded in this field will revoke access to this sub project and its structure below from the team.
Save the record.

In Project Team/Access Definition follow these steps:

Select the desired team in Project Team.
Create a new record in the Access Definition tab.
Enter the project ID.
If you want the team to have access to all sub projects in the project, enter the wildcard symbol % in the Sub Project ID field. Otherwise enter the sub project ID, or use the List of Values to select one.
The value in the Access field is by default set to Included, which will give access to the selected sub project. Selecting Excluded in this field will revoke access to this sub project from the team.
Save the record.