1 Microsoft Project Server 2010 Administrator's Guide Copyright This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, Excel, Internet Explorer, Outlook, SharePoint, SQL Server, and Windows are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. Table of Contents Table of Contents Introduction 1 What Will You Learn from this Book? ..................................... 1 Who Should Read this Book? ................................................. 1 How is this Book Structured? ................................................. 2 1 Security 5 Manage Permissions .............................................................. 6 Manage Users ......................................................................... 8 Add or Edit a User ...................................................................................................... 8 Deactivate a user account ...................................................................................... 19 Reactivate a user account ....................................................................................... 20 Manage Groups ..................................................................... 20 Create or modify a security group ........................................................................... 21 Delete a security group ............................................................................................ 26 Active Directory Group Synchronization ................................................................. 26 Manage Categories ................................................................ 31 Create or modify a category .................................................................................... 32 Delete a category ..................................................................................................... 39 Manage Security Templates ................................................. 40 Create or modify a security template ...................................................................... 40 Delete a security template ...................................................................................... 43 Manage Project Web App Permissions ................................. 44 Manage Delegates ................................................................ 45 Turn Delegation on or off ......................................................................................... 46 Set up who can act as delegate .............................................................................. 46 Set up who can have delegates assigned to them ................................................ 48 Create a new delegation .......................................................................................... 49 2 Enterprise Data 50 Enterprise Custom Fields and Lookup Tables ....................... 51 Understanding Enterprise Custom Fields ............................................................... 52 Creating Enterprise Custom Fields ......................................................................... 52 Creating Enterprise Custom Lookup Tables ........................................................... 64 Departments ......................................................................... 68 Configuring departments ......................................................................................... 72 The Resource Breakdown Structure (RBS) ............................74 Enterprise Global ................................................................... 77 Enterprise Calendars ............................................................ 79 Create a New Calendar ............................................................................................ 80 Copy an Existing Calendar ....................................................................................... 81 Edit an Existing Calendar ......................................................................................... 82 Delete a Calendar .................................................................................................... 83 Modify Working and Nonworking Times ................................................................. 84 Resource Center .................................................................... 95 Create a New Resource ........................................................................................... 95 3 Database Administration 103 Delete Enterprise Objects ................................................... 103 Delete projects ....................................................................................................... 103 Delete resources and users .................................................................................. 105 Delete status report responses............................................................................. 106 Delete timesheets .................................................................................................. 106 Delete user delegates............................................................................................ 107 Force Check-in Enterprise Objects ...................................... 108 Check-in Enterprise Projects ................................................................................. 109 Check in Enterprise Resources ............................................................................. 110 Check in Enterprise Custom Fields ....................................................................... 110 Check in Enterprise Calendars .............................................................................. 111 Check in Lookup Tables for Enterprise Custom Fields ........................................ 111 Check in Resource Plans ....................................................................................... 112 Daily Schedule Backup ....................................................... 113 Project Retention Policy Versions ......................................................................... 113 Items ....................................................................................................................... 113 Administrative Backup and Restore ................................... 115 Administrative Backup ........................................................................................... 115 Administrative Restore .......................................................................................... 115 OLAP Database Management .............................................. 117 Create an OLAP Cube ............................................................................................ 117 Configure an OLAP cube ........................................................................................ 121 Copy an OLAP cube ................................................................................................ 125 Delete an OLAP cube ............................................................................................. 126 Build an OLAP cube ............................................................................................... 126 Table of Contents 4 Look and Feel 128 Manage Views ..................................................................... 129 Create a New View ................................................................................................. 134 Modify a View ......................................................................................................... 137 Copy a View ............................................................................................................ 138 Delete a View ......................................................................................................... 139 Grouping Formats ............................................................... 139 Gantt Chart Formats ............................................................ 141 Quick Launch ....................................................................... 142 Change Quick Launch Behavior ............................................................................ 143 Add a New Link ...................................................................................................... 144 Modify an Existing Link .......................................................................................... 145 Reorder Quick Launch Items ................................................................................. 145 Delete a Link .......................................................................................................... 146 5 Time and Task Management 147 Fiscal Periods ....................................................................... 148 Define Fiscal Periods ............................................................................................. 148 Delete Fiscal Periods ............................................................................................. 151 Time Reporting Periods ....................................................... 151 Create Bulk Time Reporting Periods ..................................................................... 152 Insert or Delete