Configure the security on the Default Home Portfolio for the PPM Guest user to only have Create permission. The Default Home Portfolio then functions as a mailbox that the PPM Guest user can drop the Items to be created using Propose.
- Sign in to Primavera Portfolio Management as an administrator.
- From the Setup menu, select Setup....
The Setup screen displays.
- From the Setup list, select Items and Portfolios.
- Browse to the Default Home Portfolio defined for the form and select Edit.
The Portfolios wizard displays.
- In the Security step, select Add to add a new security setting.
The Add User dialog box displays.
- Select Edit and Create from the Permission list.
- In the Name column, select PPM Guest user, and then select Edit.
The Security Settings dialog box plays.
- In the portfolio tab, give the PPM Guest user the permission to create portfolios and items in this portfolio only as follows:
- In the Allow column, select only the first Create permission.
- Deselect all other options in the Allow column.
- In the Items tab, deselect all options in the Allow column to ensure the PPM Guest user has no permissions to create items in Propose.
- Select OK.
- In the Add User dialog box, the Permission list will now display a Custom option.
- Select OK.
In the Portfolio wizard, the Permissions Set for the PPM Guest user now displays Custom.
- Select Finish.