1 | P a g e © 2013 MS PROJECT NOW, LLC.
All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now
2 | P a g e © 2013 MS PROJECT NOW, LLC.
All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now
Contents
Project Online Licensing ...3
How to check Project Online Licenses ...3
Permission mode ...5
How to change the Permission Mode ...6
How to add users in SharePoint Permission Mode ...7
How to Add User in Project Server Permission Mode ...15
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now PROJECT ONLINE LICENSING
Project cloud-based solutions are licensed on a per-user basis. You can purchase them as standalone plans or as an additional service with Office 365 plans.
1. Project Online with Project Pro for Office 365 is a flexible online solution for project portfolio management (PPM) and everyday work. It includes Project Online and Project Pro for Office 365.
2. Project Online enables organizations to get started, prioritize project portfolio investments and deliver the intended business value from virtually anywhere.
3. Project Pro for Office 365 gives you the control and capabilities of Project Professional 2013 as an always up-to-date subscription from Office 365.
HOW TO CHECK PROJECT ONLINE LICENSES
Check Total Number of Licenses for the Subscription
1. Log on to Project Online Tenant https://msprojectonline.sharepoint.com/sites/pwa 2. Click on Admin >> Office 365
3. Click on Licensing on the left navigation bar
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now PERMISSION MODE
Each instance of Project Web App can use either Project Server permission mode or SharePoint permission mode to control user access. Project Server 2013 offers two security modes for controlling the kind of access that users have to sites and projects:
• SharePoint permission mode: In this mode, which is new in Project Server 2013, a special set of SharePoint security groups are created
in sites associated with Project Server 2013. These groups are used to grant users varying levels of access to projects and Project Server functionality. SharePoint permission mode is new for Project Server 2013.
• Project Server permission mode: In this mode, Project Server provides a set of customizable security groups and other functionality that
is distinct from SharePoint groups. This is the same security mode that was available in Project Server 2010. The following table illustrates the features available in each security mode.
Feature SharePoint permission mode Project Server permission mode
Unified security management through SharePoint Server ×
Permissions inheritance for PWA and Project Sites ×
Direct authorization against Active Directory security
groups ×
Claims-based authorization × ×
Manage authorization by role-based groups × ×
Extensible and customizable × ×
User delegation ×
Ability to secure work resources ×
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now
Security filtering using the Resource Breakdown Structure ×
Custom Security Categories ×
HOW TO CHANGE THE PERMISSION MODE
1. Logon to Project Server https://msprojectonline.sharepoint.com/sites/pwa
2. Click on Admin >> SharePoint
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now HOW TO ADD USERS IN SHAREPOINT PERMISSION MODE
It consists of two steps
1. Add user to Office 365
2. Associate user to Project Online Tenant Add user to Office 365
1. Log on to Project Online Tenant https://msprojectonline.sharepoint.com/sites/pwa
2. Click on Admin >> Office 365
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now 4. Click on “
+
” button to add new user5. Enter the User details and click on next
6. On the Settings Page
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now On the next page, assign the appropriate Licenses to the user and click on Next
7. On the next page,
a. Select the checkbox if you would like to send the new user details over the email. You can send it to maximum five people. Enter the email addresses separated by semicolons.
11 | P a g e © 2013 MS PROJECT NOW, LLC.
All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now 8. The New user account and temporary password will be shows the final page. Click on finish.
Associate user to Project Online Tenant
1. Log on to Project Online https://msprojectonline.sharepoint.com/sites/pwa/default.aspx 2. Select Resource link from the left Navigation Bar
3. Click on New button on Resources ribbon
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now 5. Specify the other attributes like Timesheet Manager, Assignment Owner etc. and click on Save
13 | P a g e © 2013 MS PROJECT NOW, LLC.
All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now 7. Enter the “Account Name” in “Invite People to contribute” section and Click on “Show Options”
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now HOW TO ADD USER IN PROJECT SERVER PERMISSION MODE
Add User to Office 365: Use the same steps given earlier to add user to office 365 Add user to Project Server Instance
1. Logon to Project Server https://msprojectonline.sharepoint.com/sites/pwa
2. Click on Gear button >> Select PWA Settings
3. Click on Manage User >> New User
4. Enter the User Account login and other attributes like Timesheet Manager, Assignment Owner etc. 5. Add user into appropriate security group
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All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from MS Project Now HOW TO REMOVE USER
Inactivate the resource in PWA
1. Open Project Online site https://msprojectonline.sharepoint.com/sites/pwa/
2. Click on Resources in left navigation link 3. Select the Resource and click on Edit 4. Set the Account Status to Inactive
Delete the Office 365 account
1. Open Project Online site https://msprojectonline.sharepoint.com/sites/pwa/
2. Click on Admin >> Office 365
