Viewing Projects and Tasks

To allow users to view projects and tasks, assign one of the licenses and access grant combinations listed in Table 6-1. Settings required to view projects and tasks.

Table 6-1. Settings required to view projects and tasks
Setting	Value	Description
License	Project Management Portfolio Management Demand Management Time Management Program Management Configuration	Any one of these licenses makes project-level information on the Project Summary tab available.
License	Project Management	The Project Management license allows users to: Access to work plans, tasks, work-plan baselines, and earned value information. Log and manage project control requests (issues, risks, scope changes). Define or manage project types or work-plan templates. Access task-level information and to log actuals (assigned resources only).
License	Time Management	The Time Management license allows resources to: Log time through a timesheet (for projects that allow it. Access task-level information and to log actuals (assigned resources only).
License	Demand Management	The Demand Management license allows users to log and manage project control requests (issues, risks, scope changes) and access the all Demand Management functionality.
License	Portfolio Management	The Portfolio Management and Configuration licenses allow resources to log and manage project control requests (issues, risks, scope changes).
Access Grants linked to the Security Group	Project Mgmt: View Projects	The Project Mgmt: View Projects access grant lets resources view project definitions in the standard interface. Note: The Project Mgmt: Edit Projects and Project Mgmt: Edit All Projects access grants also provide viewing privileges, but enable editing and processing functions.

To restrict users from viewing projects and tasks, use the settings listed in Table 6-2. Settings to restrict a user from viewing projects and tasks.

Table 6-2. Settings to restrict a user from viewing projects and tasks
Setting	Value	Description
License	(REMOVE) Project Management	Removing the Project Management license from users prevents them from viewing project- or task-related pages or windows in Project Management. It also restricts their use of methodology entities (project types and work plan templates). Note: Removing just the Project Management license is not sufficient to remove all project access, because other licenses are sufficient.
Access Grant	(REMOVE) Project Mgmt: View Projects; Edit Projects; Edit All Projects	Removing these access grants from users prevents them from viewing projects and tasks through Project Management.
Access Grant	(REMOVE) Financial Mgmt: Edit Work Plan Cost Data; View/Edit Costs on All Financial Summaries; View/Edit Costs on Financial Summary; View All Financial Benefits; View Financial Benefits	Further restricts who can view or edit the costs associated with the project. Removing the access grants for financial summaries, benefits, staffing profiles prevents the user from looking at these entities across all projects. Participants on the project process are also considered project participants. This means that anything specified in the request and workflow can add to the participants. If you want to restrict project participants, you must also configure security for the request type and workflow. To limit visibility of the project-level fields and lifecycle, set up security on the request type and workflow used for the project. (This includes field-level security.)
Users who can view this project and its tasks	All Users Only participants (Project Managers, Summary Task Owners, Assigned Resources, Assigned Resource Groups, Stakeholders, and Process Participants)	Restricts who can view projects and tasks to participants. A participant can be a: Project manager Assigned task resource or task owner Member of an assigned security group Program manager Stakeholder
Financial Summary and Workplan Costs can be viewed by	All Users who can view the project and its tasks Project Managers and Stakeholders Project Managers, Stakeholders, Summary Task Owners and Process Participants	Restricts who can view the costs associated with the project and its tasks.