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Categorize projects in departments and create Portfolio Manager per department
Hi,
I have a requirement from the client to categorize projects into departments and assign portfolio managers per department. So, departments A and B will have projects under them and portfolio manager in department A will only have access to the projects of department A. The portfolio manager in department B will only have access to the projects of department B. The program manager will have access to projects of both departments. Can you please guide me how can I achieve that because the built-in portfolio manager group gives access to all projects, regardless of the department.
- nooruls143 --
To resolve this security challenge, the first thing you will need to do is to place the program manager in the Portfolio Managers group. That will give the program manager Read/Write access to all projects.
There are two ways to address the security challenge for the portfolio managers. The easy way would be to add them to the Project Managers security group, and then to have your project managers add the appropriate portfolio manager to each of their projects. This will automatically give each portfolio manager access to only their own portfolio of projects. The hard way would be to create a custom Category and Group for each Department. When creating the Category, you will need to manually add the correct projects for that department, and you will need to add new projects to the correct Category as they are created. After creating the custom Groups, you will need to configure it with the permissions you want the portfolio managers to have, and then to add the portfolio manager to the correct security Group. If it were me in your position, I would opt for the simple solution.
Hope this helps.
3 Replies
- nooruls143 --
To resolve this security challenge, the first thing you will need to do is to place the program manager in the Portfolio Managers group. That will give the program manager Read/Write access to all projects.
There are two ways to address the security challenge for the portfolio managers. The easy way would be to add them to the Project Managers security group, and then to have your project managers add the appropriate portfolio manager to each of their projects. This will automatically give each portfolio manager access to only their own portfolio of projects. The hard way would be to create a custom Category and Group for each Department. When creating the Category, you will need to manually add the correct projects for that department, and you will need to add new projects to the correct Category as they are created. After creating the custom Groups, you will need to configure it with the permissions you want the portfolio managers to have, and then to add the portfolio manager to the correct security Group. If it were me in your position, I would opt for the simple solution.
Hope this helps.Dale_HowardMVP quick question, where would the PMs add the portfolio managers in their projects?
- AD1357 --
Good follow up question. I would recommend you create a custom enterprise lookup table named Portfolio Managers, and then enter the names of all of your organization's portfolio managers in the lookup table. Then create a custom enterprise Project field named Portfolio Manager and attach the Portfolio Managers lookup table to the field. Your PMs would then be able to select the Portfolio Manager for each project at the bottom of the Project Information dialog in the enterprise custom fields section. Hope this helps.
