Grant authorization carefully to all appropriate PPM users.
To help you with security planning, consider the following authorization-related options:
- Use Module Access rights to limit access to PPM modules.
- Organize all your entities and your security hierarchy according to your organization charts. Then try to define your security at the organization unit level. Try to set up security at role and group level before setting it up at the user level.
- By default security is defined by project. Assign the "Category defines the data security" property when you want to define security vertically, rather than by portfolio or item.
- Be careful when defining functions, workflows, and query-based portfolios so as not to compromise data.