Change Permission Mode Management in Project Online

Project Online offers two security management (Permission Mode) options for controlling the kind of access that users have to sites and projects:

• SharePoint Permission Mode: With this option selected, a special set of SharePoint security groups are created in sites associated with Project Online. These groups are used to grant users varying levels of access to projects and Project Online functionality.

Tip    To learn more about the permissions included in the security groups used with SharePoint Permission Mode, see SharePoint Permissions Mode default permissions for Project Server 2013 SharePoint groups. While this article is written with Project Server 2013 in mind, the information also applies to Project Online.

• Project Permission Mode:  With this option selected, Project Online provides a set of customizable security groups and other functionality that is distinct from SharePoint groups.

Project Online uses SharePoint Permission Mode, by default. This mode is more streamlined, enabling you to implement security quickly and consistently across SharePoint Online and Project Online. However, there may be situations where it makes more sense to use Project Permission Mode. For example, if you think your organization could benefit from using delegation, you’ll need to use Project Permission Mode. This mode offers greater control, because you can customize and change individual permissions for each security group.

Warning    Switching between SharePoint Permission Mode and Project Permission Mode deletes all security-related settings. If you switch from SharePoint Permission Mode to Project Permission Mode, you have to manually configure your security permissions structure in Project Online. Switching from Project Permission Mode back to SharePoint Permission Mode deletes your security permissions information from Project Online.

To change between permission modes:

1. Log on to the Microsoft Office 365 portal site.

Tip    If you’re not sure of your User ID, refer to the ‘Get Started with Microsoft Office 365’ email message that includes your User ID and other information about your account.

2. On the top right portion of the page, in the blue bar, click Admin > Project. This takes you to the Site Collections list in the SharePoint admin center.

• Hover over the URL for the Project Web App site collection that you want to change, and then select the check box that appears to the left of the URL.
• Click Project Web App > Settings.
• Choose the permission mode you want to use for your Project Web App site: SharePoint Permission Mode or Project Permission Mode.
• Click OK.
• See MSFT article at:  http://office.microsoft.com/en-us/office365-project-online-help/change-permission-management-in-project-online-HA103433509.aspx

PPM Works is a full service Microsoft Project and Portfolio Management consultancy, focused on Microsoft Project Server and Microsoft SharePoint platforms.  We believe in partnering with our clients to exceed expectations and build long lasting rewarding partnerships. We are continuously building a knowledge base of multiple tips, tricks and solutions to make your use of Microsoft Project Pro as quick and easy as possible. Contact us for more information.

Stay updated with the latest of Project Online/Server 2013 with us: Subscribe. Check our future events!

Subscribe to our webcast email list for updates on our upcoming webinars! 

Visit our FAQ Page for access to our tool box.