Baseline Save Permissions Blocked in Newly Created Projects

Today’s post explores a bug that I’ve now run into in a couple different implementations, and finally got around to examining.  Thanks to Rocky, the SysAdmin I’ve been working with for isolating the behavior.

First off, this bug only should impact you if you have project managers creating schedules from templates within Microsoft Project Professional.  Essentially, the bug represents in two forms:

  1. The project manager opens Microsoft Project while connected to Project Server.
  2. The PM creates a new project from a template.
  3. The PM configures the schedule.
  4. The PM saves the baseline for the project.
  5. The PM performs the initial save of the project file.
  6. The baseline data is wiped out.

The second form goes as follows:

  1. The project manager opens Microsoft Project while connected to Project Server.
  2. The PM creates a new project from a template.
  3. The PM configures the schedule.
  4. The PM performs the initial save of the project file AND does not close the file.
  5. The PM saves the baseline.
  6. An error message appears with “You do not have adequate permission to clear or save baselines 0-5.”

image

My best guess is that this has something to do with the security categories.  Typically, a PM will only have permissions to save baselines on projects within the My Projects category – which is usually defined as those projects on which the user is the owner or a status manager.

When creating the project from a template, for some reason, the project still belongs to the My Organization security category – until the file has been closed, checked in, and reopened.  Once the file has been reopened, none of these issues manifest.

Hence, you’ll only see these issues if your project managers baseline the file immediately upon opening – for instance in a case where you have many, smaller projects that follow a very simple format.

Luckily, there’s an easy workaround to implement should this issue impact you.  In a typical security setting, go to the My Organization security category.  Select the project manager security group, and assign it permissions to Save Protected Baselines.

image

As the PM won’t have Save Project permissions in the My Organization category, in theory, this permission shouldn’t cause any issues in most Project Server deployments.  Setting the Save Protected Baselines permission to “allow” will eliminate any potential issues with baselining templates.

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Baseline Save Permissions Blocked in Newly Created Projects

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