Hiding Confidential Projects in Microsoft Project
Here’s a high level summary on hiding confidential projects in Project Server / Online.
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First, verify your Project Server / Online environment is configured for Project Permission Mode.
https://ppmworks.com/change-permission-management-in-project-online/
Second, configure what’s called a Resource Breakdown Structure (RBS):
https://ppmworks.com/rbs-in-project/
When configuring RBS, add a RBS value for Confidential Projects.
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Third, assuming you are using the default security configuration, on the My Organization Security Category, toggle to Only include the selected projects, and check the four boxes below.
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Forth, create a new confidential account for the purpose of owning Confidential Projects, assign the confidential account to the “Confidential Projects” RBS.
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On all confidential projects, set confidential account as the Owner.
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To grant permissions to confidential projects, connect with the confidential account and add users to the project team or use the Project Permissions ribbon button.
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