Setting up workflow proxy account project server

Document created by butlerj Support on Dec 18, 2018
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TOPIC
How to Setup the Workflow Proxy Account for Project Server.
INSTRUCTIONS
It is recommended that you setup a service user to serve as this function. The steps below show how to define and setup a workflow proxy account.
  1. Within Project Web Access, go to Server Settings.
  2. Under “Workflow and Project Detail Pages” click on “Project Workflow Settings”.
  3. Workflow Proxy User: type in the user name of the account you wish to have all workflows run under.
  4. The minimum rights needed for the Workflow Proxy User account Project Server security are:
    o Global permissions:    - Log On    - Manage Users And Groups    - Manage Workflow o Category permissions:    - Open Project    - Save Project    - View Enterprise Resource Data    - Edit Project Properties    - View Enterprise Resource Data
ADDITIONAL INFORMATION
Project Server Workflows need to run under the context of a user. However, they do not run under context of the user that started the project, instead, the workflows are run under the “Workflow Proxy Account”. This means that the user account which you specify as the workflow proxy account must have the proper rights to execute all of the commands a project server workflow will need to do.
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