Defining project security

You can change the security settings for projects and work areas at any time.

About this task

When you create a project, the following security rules are automatically applied to the work areas for each team member:

  • Review Area: read and write
  • Schedule: read
  • Library: read and write
  • Budget: read and write

To define security settings, select the appropriate check box next to each team member name. If you do not select any check box for a team member, the team member cannot access the work area.

To manage project security, complete the following steps.

Procedure

  • To change project security after you create a project, complete the following steps:
    1. Define the project security for each team member.
    2. Select Apply Default Security to Work Areas.
    3. If you do not select Apply Default Security to Work Areas, you can define customized security settings for each work area.
  • To manage the security for a team member, complete the following steps:
    1. From the Project page, click Project Security.
    2. Click the lock icon next to the team member name.
    3. On the team member's project security page, define project privileges for the team member.
  • To manage the security for a work area, complete the following steps:
    1. From the work area page, click the link for work area security either from the menu bar or from the Actions menu.
    2. Click the lock icon next to the team member name.
    3. On the team member's project security page, define work area privileges for the team member.