Create or modify a category

Categories in Microsoft Office Project Web Access enable you to manage user and group access to project and resource information through a designated set of views.

1. On the Quick Launch, click Server Settings.

2. On the Server Settings page, click Manage Categories.

3. On the Manage Categories page, click New Category.

   To modify an existing category, click the category name in the Category Name column, and then complete the rest of the steps in this procedure.

4. In the Name and Description section, type the name of the category and a description.

5. In the Users and Groups section, click the name of the users and groups who you want to assign to the category, and then click Add. Click Add All to add all available users and groups to the category.

   Note: Although it is possible to grant permission to individual users, we recommend that you grant permission to users through groups whenever possible.

6. In the Projects section, specify the projects that users and groups in this category can view. There are three ways that users and groups who have access to this category can view projects:

   • All projects      If you want all users and groups within this category to see all projects, select the All current and future projects in Project Server database option.

   • Selected projects      If you want all users and groups within this category to see only specific projects, select the Only the projects indicated option. Click the projects listed in the left-side table, and then click Add. This moves the projects to the right-side table, which contains the projects that users and groups in this category can view.

   • Projects that the user is associated with      Under Apply the above Project security permissions to all projects where, select the check box that best represents the relationship a user must have with a project in order to view the project within the category.

7. In the Resources section, specify the resources whose information users and groups in this category can view. There are three ways that users and groups who have access to this category can view resource information:

   • All resources     If you want all users and groups within this category to see information about all resources, select the All current and future resources in Project Server database option.

   • Selected resources     If you want all users and groups within this category to see specific resources, select the Only the resources indicated option. Click the resources listed in the left-side table, and then click Add. This moves the resources to the right-side table, which contains the resources that users and groups in this category can view.

   • Resources that the users or groups in this category are associated with     Under Apply the above Resource security permissions to all resources where, select the check box that best represents the relationship a user or group must have with a resource in order to view resource information within the category.

8. In the Views - Add to Category section, specify which views the users and groups in this category can view by selecting the check box next to the view names.

9. Click Save.

Why can't I perform some actions in Project Web Access?

Depending on the permissions settings you used to log on to Project Web Access, you may not be able to see or use certain features. Also, what you see on some pages may differ from what is documented if your server administrator customized Project Web Access and did not customize the Help to match.

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