Permissions in Project in Project Operations

By default so far, Users added to the Project have full access if not controlled using Security Role. So here’s a simple tweak to restrict some users from having full access on Projects!

Enable Permissions in Projects

Given that you have correct Sys Admin rights in Project Operations, here’s how you can enable Permissions on a Project –

  1. Navigate to the Settings area in Project Operations.


  2. Look for Feature Control in the ribbon and drop down, you’ll see Permissions on Project control.

  3. When you turn this one, note that it cannot be turned off later. And this is a System User level change.
    Also, here’s the link mentioned in the message: https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/access-control-on-task-grid?WT.mc_id=DX-MVP-5003911

Permissions Settings

Now, in a Project, you can navigate to any System User and see the below –

  1. Navigating to this user, I can see the below option in the ribbon button.

  2. And I see only 2 options – Full or Read-only.
    By default, they are all selected for Full permissions. So this setting gives you option to set as Read-Only on the Project.

This was a small tweak but useful if you want to be careful with too many resources having access to the project for editing where shouldn’t have to from the permissions/security role standpoint.

Thank you!

New Copy Project Experience in Project Operations

For quite some time, you already had the classic Copy Project experience in Project Operations which is as follows –
You had the Copy Project button on the top of the Project in the ribbon-

And it just used to start.


And once the Copy is done, it’ll append ‘- Copy’ to the end of the Project name and show any validations on the copied project based on when it is copied.


So, here’s how the new copy experience changes things!


New Copy Experience

So, in order to experience the new Project Copy, you’ll have to enable it from Settings like any other Project Operations feature –

  1. Given you have Admin privileges, you can navigate to Settings.


  2. And then look for Enable Copy Project New Experience.

  3. It’ll ask you for confirmation.

  4. Once this is enabled, you can test by using the same Copy Project button.


    And here, you now get a modal pop-up with some preferences before the Copy process begin. This lets you choose how the copied project takes place.

    So, I made some changes before copying like the Name, Calendar Template and Team Member preferences before I hit Copy.

  5. And once you click Copy, the same copy process takes place but with the preferences you set.
    It takes a few moments to copy and it’ll ask you to navigate away from the current page and take you to the new page.
    Once you are in the new Page, it’ll then show this notification while the background processes take place.

    And that’s the new Project experience for you!! 😊

Hope this was helpful!

Thank you!