Create security templates in Project Server

Summary: Create Project Web App security templates by using the Manage Templates page in Project Web App Settings.
Applies to: Project Server 2016, Project Server 2013

In Project Server permission mode, you can group commonly used permissions into a security template and then use it to assign permissions to users, groups, and categories.

Before you begin

Note

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Before you begin this operation, review the following information about prerequisites:

Create a template

Perform the following procedure to create a template in Project Web App.

To create a template

  1. On the PWA home page, on the Settings menu, click Project Web App Settings.

  2. On the Server Settings page, in the Security section, click Manage Security Templates.

  3. On the Manage Templates page, click New Template.

  4. On the Add or Edit Template page, in the Name section, do the following:

  5. In the Template Name box, type a name for the template.

  6. In the Description box, type a short description of the template.

  7. Optionally, you can base the new template on an existing template, and then make any required changes. To do this, select an existing template from the Copy Template list. The new template will be populated with the security permissions from the template you selected.

  8. In the Category Permissions section, select the permissions in the Allow or Deny column that you want to apply towards projects and resources whenever this template is used to set permissions.

    For more information about specific category permissions in Project Server 2013, see Category permissions in Project Server 2013.

  9. In the Global Permissions section, select the permissions in the Allow or Deny columns that you want to apply across this instance of Project Web App whenever this template is used to set permissions.

    For more information about specific global permissions in Project Server 2013, see Global permissions in Project Server 2013.

  10. Click Save.

See also

Manage security templates in Project Server

Modify security templates in Project Server

Delete a security template (Project Server permission mode)

Manage security group synchronization with Active Directory in Project Server

Plan groups, categories, and RBS in Project Server