Background Information
The Resource Breakdown Structure field (aka Enterprise Resource Outline Code 30) is a hierarchical structure used for Project Server security. Ideally, the contents of the RBS field should model your company's "org chart" and should show "who reports to whom" in the organization. By modeling your company's "org chart" in the RBS field, you can represent the reporting structures in your organization and base Project Server security around these relationships. Each level you define in the RBS outline code structure indicates a manager/resource relationship. Anyone assigned to a node at a level above another person is assumed by Project Server to be that person's manager.
Although the RBS field can be used for grouping and filtering in Project Server views, its most powerful purpose is to control the security of "who sees what and who sees whom in Project Server." The RBS field controls security by working in conjunction with the default and custom Categories defined in Project Server. What does this mean to you? It means that if you define an RBS outline code structure and set an RBS value for every resource in the Enterprise Resource Pool, you can automatically control access to projects and resources for every user in Project Server.
The following permissions in the Projects section of any Category control which projects a user can view anywhere in Project Server:
· Allow users in this category to view all projects managed by resources that they manage
· Allow users in this category to view all projects assigned to resources that they manage
The following permissions in the Resources section of any Category control which resources a user can view anywhere in Project Server:
· Allow users in this category to view information for all resources that they manage
· Allow users in this category to view information for all resources that they manage directly
The following permissions in the Project Center Views section of any Category control which models a user can view in the Portfolio Modeler in Project Server:
· Allow users in this category to view models created by resources that they manage