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Reply To: Making Team Members Able to View ALL Projects on Project Online OR NOT

Home Forums Discussion Making Team Members Able to View ALL Projects on Project Online OR NOT Reply To: Making Team Members Able to View ALL Projects on Project Online OR NOT

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Sai PrasadSai Prasad
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John – All new users are added to the Team Members group automatically and they will be associated with the My Tasks security group (https://technet.microsoft.com/en-us/library/cc197551.aspx). As per the default category permission of My Tasks, all team members will be do the following on the projects they are part of:
1. Create Deliverable and Legacy Item Links
2. Create New Task or Assignment
3. View Project Schedule in Project Web App
4. View Project Site
5. View Project Summary in Project Center
6. View Resource Assignments in Assignment Views

Your requirement is besides the above access, they should be able to “see” projects across the organization. The solution is to use RBS. RBS allows you define the reporting relationship and dynamically determine which projects and resources logged in user will have access to. The following steps will guide you to configure RBS and associate it with Categories
1. Verify if RBS lookup table is set. Click PWA settings. Under Enterprise Data section, click “Enterprise Custom Fields and Lookup Tables”. In the landing page, click RBS lookup table (under Lookup Tables for Custom Fields). Screen for your reference – https://db.tt/gqbum0L6t5
2. Associate all the team members with the same Manager.Team RBS code. Click Resources link on the left side panel. Select all the team memebers and click Bulk Edit. Associate Manager.Team as the RBS code to them. Screen for your reference: https://db.tt/qsdLootd1P
3. Dynamically include projects based on the RBS code. Click PWA settings. Under Security section, click Manage Categories. Edit “My Tasks” Category. In this page, check “The Project Owner or a Status Manager on assignments within that Project has the same RBS value as the User” in Project field. Screen for your reference: https://db.tt/sNjzUy2L7I

Once the above steps are complete, all team members will be able to “see” all projects and “edit” only the projects are part of.

Let us know if this approach helps