Who can access view-only project plans?

Control view-only project plan access from the My Work work area using view project security configuration.

Application administrators can define the data security policies to configure view-only project access based on business needs. For example, provide view-only project plan access to certain critical projects for non-team members. Project managers can provide access either to all users or only the project team.

To configure the view projects list:

1. In the Setup and Maintenance work area, go to the Manage Project Management Implementation Options task.
2. In the Define Project Management Implementation Options page, select Manage Access with User Roles check box in the View-Only Project Plan Access section.

   The view projects list access is now controlled by security role configuration. Security roles have data security access to the View Project Work Plan Data privilege. The seeded Team Collaborator role already has this data privilege.

To give view-only access to project plans for non-team members:

1. Create a custom role by copying the seeded Team Collaborator role. Select the option to copy from Top Role when copying the role.
2. Associate the custom role with a new data security policy with the View Project Work Plan Data privilege and the required condition.
3. Assign a user the new security job role from the Security Console UI. The user can now log in and access My Work work area and have view-only access to project plans based on the data security setup.

Few points to consider:

• The seeded roles have all the required setup and you need not modify them to get access to view the project plans. If you have setup custom roles, review them and make necessary changes to it.
• When adding new data security policies to custom roles, ensure that the policies are directly associated to the role. Data security policies aren't associated from inherited roles.