PWA: Group/Category & Project Permissions -in relation to- SharePoint: Read vs Edit Access

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New Contributor

Good morning,

 

I am hoping someone in the community can help steer me in the right direct… and hopefully help me make sense of the nuances of getting permissions/Groups/Categories setup correctly.

 

Basic Setup

When a new Project is created, it kicks off a corresponding Teams Team and a SharePoint site. The owner of the Project then opens the Project in PWA, and uses Build Team to add users/resources, and then uses ‘Project Permissions’, which seems to be ‘the key’ in giving certain levels of access to the Documents in the SharePoint site.

 

We currently have 2 main ‘Groups’ that are used when setting up a new User/Resource in Project Web App:

 

  1. Project Managers – In PWA: Have a Project license, work with publishing the Schedule. In Project SharePoint: Upload documents into various ‘Focused Libraries’ (folders for specific types of files.
  2. Foreman – In PWA: A few have an Essentials license, which is likely unnecessary. In Project SharePoint: View any documents that have been uploaded.

 

Note: Not sure if it matters (it might!), but when initially getting a new Project going, the PM will open the Project in PWA, and go into ‘Project Permissions’. Currently, they assign ‘Project Permissions’ with 2 configurations…

 

PMs/Admins: Open the project within Project Professional or Project Web App. Edit and Save the project within Project Professional or Project Web App. Edit Project Summary Fields within Project Professional or Project Web App. Publish the project within Project Professional or Project Web App. View the Project Summary in the Project Center. View the Project Schedule Details in Project Web App. View the Project Site.

 

Foremen/Superintendents:  Open the project within Project Professional or Project Web App. View the Project Summary in the Project Center. View the Project Schedule Details in Project Web. App View the Project Site.

 

GOAL: What I am looking to do is setup a 3rd Group, between these 2 Groups, which would basically be setup as such:

 

  1. Superintendents – In PWA, like Foremen, really don’t do anything. In Project SharePoint: View all documents, with the ability to mark-up (edit) documents. This group needs the ability to ‘edit’ so that they are able to highlight and make notes on Design Drawings.

 

QUESTION: Where exactly would I need to make changes to get the Superintendents edit access in SharePoint?

 

Specific toggle(s)/permission(s) in a Group? Category? Security Template?

 

Specific toggle(s)/permission(s) when utilizing ‘Project Permissions’?

 

As always, I absolutely appreciate this community and yall’s knowledge!

 

-TRR

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