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Unable to see Projects and Resources

    Question

  • Hi

    We are using Project Online with Project Server permission mode. We have added five users to Project Managers group, but only one of them is able to see projects when clicking in Project Center tab - the system shows the message 'loading' and does not show the information as expected. The same happens when clicking the Resources tab. All the other sections (Tasks, Issues and Risks) are working well.

    We were using SharePoint permission mode until yesterday, and the user that is able to see the sections now was the only one who actually tried to use the views previously. What I was able to notice is that, when we switched the permission mode, we´ve got into the problem.

    Any ideas?


    http://projectserver.com.br | http://raphaelrsantos.blogspot.com

    Wednesday, August 28, 2013 10:53 PM

All replies

  • Raphael,

    Switching security mode between SharePoint and Project vice versa  , resets security settings to default

    Refer warning from following TechNet

    http://technet.microsoft.com/en-us/library/fp161361.aspx

    Switching between SharePoint permission mode and Project Server permission mode deletes all security-related settings. If you switch from SharePoint permission mode to classic Project Server permission mode, you have to manually configure your security permissions structure in Project Server 2013. Switching from Project Server permission mode back to SharePoint permission mode deletes your security permissions information from Project Server 2013.


    Hrishi Deshpande – Senior Consultant DeltaBahn
    Blog | < | LinkedIn

    Please click Mark As Answer; if a post solves your problem or Vote As Helpful if a post has been useful to you.This can be beneficial to other community members reading the thread.

    Thursday, August 29, 2013 3:18 AM
  • Hrishi,

    First of all, thanks for your answer. Assuming that switching permissions will deletes all security settings, all users should have the same problem when trying to access Project Center, am I right? The point is that one user is able to view the projects and the resources normally, while the rest of the users are still having problems -- and they all are members of the same group.



    http://projectserver.com.br | http://raphaelrsantos.blogspot.com

    Thursday, August 29, 2013 3:39 AM
  • Understood, did you try resaving user account?


    Hrishi Deshpande – Senior Consultant DeltaBahn
    Blog | < | LinkedIn

    Please click Mark As Answer; if a post solves your problem or Vote As Helpful if a post has been useful to you.This can be beneficial to other community members reading the thread.

    Thursday, August 29, 2013 1:11 PM
  • Hi Raphael --

    Security groups only control half of the security model in Project Server; the other half is controlled by security categories. Just because several users are in the same security group, that does not mean that they will all be able to access the same information in Project Server. A simple way to think about security groups and categories is that...

    • Security groups control access to system features.
    • Security categories control access to information stored in the system.

    Have you done any configuration of the security groups, security categories, or individual user permissions since switching the security mode from SharePoint to Project Server? The security categories may be configured in such a way that Project Managers can only view their own projects, which may explain why the PMs see different things when they visit the PWA Project Center. The security categories may also be configured in such a way that Project Managers can only view their own resources (based on the RBS), which may explain why the PMs see different things when they visit the PWA Resource Center. If this is the case, then you would also need to ensure that the RBS lookup table is configured properly, and that each resource is assigned the correct position in the RBS.

    Additionally, you may want to review each of PM's user account and ensure that they are not granted any category or group permissions directly; it is a leading practice to assign all permissions via security groups and categories, then simply add a user the appropriate security groups to grant them the permissions that they need.

    Good luck!

    -- tz


    Tony Zink | Vice President, EPMA | http://www.epmainc.com | Blog: http://www.epmablog.com | Training: http://www.epmainstitute.com

    Thursday, August 29, 2013 2:40 PM
  • Hrishi and Tony,

    I did not touch any of the default categories, groups or RBS. The only thing I did, as mentioned, was the change in the permission mode from SharePoint to Project Server.

    I worked today on trying to find a root cause for this issue. After trying many different alternatives, what I could find:

    1) Unfortunately, when using Project Server permission mode, users still not seeing projects in Project Center, as well as Resources. Even when the user is the owner of the project, he was not able to see it.

    2) Then I changed to default SharePoint permission mode. In this scenario, users could see all the projects and resources. However, when trying to open a Project Site to upload a new document or insert an Issue or Risk (the user was already a Resource in the project team), the user was shown a message "tell us why you need access to this site".

    So as a Project Manager, what I had to do was to give access to users in order to allow them to view and work on my project site.

    My question is: is that the correct procedure? Should I give access manually to users every time I want them to see and work on my project site? 

    Thanks in advance.


    http://projectserver.com.br | http://raphael-santos.net

    Friday, August 30, 2013 2:32 AM
  • Raphael,

    After changing the security mode to Project Server mode, you need to configure category permissions and view permissions.

    As a administrator, were you able to see all the projects in Project Center?


    Hrishi Deshpande – Senior Consultant DeltaBahn
    Blog | < | LinkedIn

    Please click Mark As Answer; if a post solves your problem or Vote As Helpful if a post has been useful to you.This can be beneficial to other community members reading the thread.

    Friday, September 06, 2013 4:21 PM
  • Hrishi,

    Thanks for your answer. 

    Actually I changed it back to SharePoint security mode. What I really would like to make sure is that, under this settings, the project managers in my company will always have to manually give permissions to team members to access the project site.


    http://projectserver.com.br | http://raphael-santos.net

    Friday, September 06, 2013 7:02 PM