PM CENTRAL SANDBOX GETTING STARTED GUIDE

Transcription

1 PM CENTRAL SANDBOX GETTING STARTED GUIDE Thank you for evaluating Project Management Central. This guide will step you through configuring your PMC Central site. Please note that your sandbox will expire 30 days from the date you signed up. If you require more time for evaluation, or would like to request a fully functional trial for installation, please Contact Us.

2 Table of Contents Create a PM Central Portfolio Site... 2 Add Your Account to the Enterprise Resource Pool... 4 Create your Project Site... 5 Configure the Project Site... 8 Create the Department Site Update the Gantt View Data Appendix A Configuring Portfolio Site Checklist Items

3 Create a PM Central Portfolio Site Use the account credentials provided in your confirmation to access your SP2010 Team Site. At this time, you can create a PM Central portfolio site: 1. Select Site Actions > New Site. 2. Select a Portfolio Template: Bamboo PM Central Top Level Site. 3. Input the Site Name (ie PM Central), URL (ie pmcentral), and select Create. 2

4 4. PM Central Portfolio Site is now created. 5. Once your PM Central Portfolio Site has been created, you may notice a warning at the top of the page indicating additional configuration of the Portfolio site is required. These configurations are optional in your sandbox environment and can be disregarded. However, if you would like to complete these configuration steps, please see Appendix A. 3

5 Add Your Account to the Enterprise Resource Pool Add yourself as a resource to the Enterprise Resource Pool. Do this first before you create a new project. 1. After your Portfolio site is created, click the Resources tab, then click Resources Pool > New > New Item. 2. Enter your information. 4

6 Create your Project Site Follow the steps below to see how Project sites are configured and created. 1. From your Portfolio site, select Central Actions > Add New Project. 2. Select the Page tab and then click the Edit Page button. 5

7 3. Edit the Bamboo Site Creation Plus Web Part by selecting the web part actions arrow and Edit Web Part. 4. Scroll to the bottom of the Web Part configuration and uncheck Navigate to new site after the site creation is completed checkbox. 5. Click the Stop Editing button in the Page ribbon. 6. Enter in a Title and an optional Description. 7. Under Site Template, choose the Bamboo PM Project Site template. The only differences among the templates are their appearance and whether the template contains seed data. The features are the same. 6

8 8. Fill out the project data for the Project Health List. 9. Make sure to input your account for the Project Manager and click the Check Names button. If you select the Auto Update option, the application will automatically update the Start Date, Due Date and % Complete using information from the project's Task List. Information that you manually enter will be overwritten. 10. Click Create. 7

9 Configure the Project Site 1. In your newly created Project site, complete the steps outlined in the configuration checklist (you can skip the Configure Group Web Part step). 2. When you update the Project Health information, you only need to enter the Project Name, Project Manager and, if necessary, the Project Type, Project Department, Budget Cost and Budget Work. (See KB.12603: How to Track Budget Cost and Budget Work for more information.) The % Complete, Project Start Date, Project End Date and other data are automatically calculated. You do not need to modify them yourself. 8

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11 3. In your Project site, select Resources > Project Team Info > New > New Item. 4. Add your resources from the Enterprise Resource Pool in the Resources section. 5. Click Save. 6. Set up your tasks with the SharePoint Task Master Web Part. In your Project site, click the Tasks tab. Click the arrow on the right side of the Web Part and select Edit Web Part to open the tool pane. Add the columns that you want to display and set your working hours. Remember that Task Master does not calculate lunch hours or holidays. Click Apply and then OK. 10

12 Repeat these steps for the All Tasks, Overdue Tasks, and My Tasks tabs. 7. Create your tasks and milestones. In the Tasks > All Tasks tab, create tasks and milestones by selecting New Item. Click Recalculate and assign your resources. 11

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14 Create the Department Site 1. Navigate to the portfolio site and select Central Actions > Add New Project. 2. Enter a Title and an optional Description for the department site. 3. Select the template for the department site: Bamboo PM Central Department Level Site - Custom Template Bamboo PM Central Department Level Site 4. Click Create and wait while the department site is created. 5. Configure the filter settings by selecting the filter settings link in the Welcome message. Configure the filter to display only data for the department's projects using specific criteria. 13

15 Update the Gantt View Data 1. At the portfolio site, finish the Configuration Checklist. 2. Select Settings > Update Gantt View Data > Refresh. 14

16 3. Wait minutes for the data from the project and department sites to populate the portfolio site. Now you should see data at the portfolio, department and project levels, including charts and reports. You are ready to being managing your projects and team members. 15

17 Appendix A Configuring Portfolio Site Checklist Items 1. Navigate to the portfolio site and click the Configuration Checklist link in the Welcome message. 2. Click the Action link for Configure alerts. For more information about configuring the Alert Plus Web Part, read Configuring Alert Plus or KB.12569: How to Configure Alert Plus R3.0 to Work With PM Central R2.0. For each of the preconfigured alerts, hover the cursor over the title of the alert. Select Edit from the drop-down menu. Edit the URL by replacing Current_site_path with the actual URL for the top-level site in the fields for Alert List Site Path and Alert List DataView Path. (Example: 16

18 To enable the alert, change the Alert Status to Enable. The Alert List Site Option Type is set to 3 to use the List Rollup Schema. See the online documentation for Alert Plus or List Rollup for more information. Click OK. Repeat these steps for each alert. 17

19 3. Return to the Configuration Checklist and click the Action link for Configure Alert Plus Web Part. The alerts have already been populated with the data you entered in Step 2: Configure Alerts above. Each alert will use the Bamboo List Rollup Schema based on the information in the Alert List Site Option Type field. The Enter Bamboo List Rollup Schema Web Part Site URL is populated with the information from the Alert List DataView Path field. You do not need to configure anything unless you want to modify the CAML query or select a different condition, such as What triggers the alerts? To check the status of the site to see if it is registered for alerts, navigate to the Alert Plus Web Part page (./PMCentralPages/AlertPlus.aspx). Click Support. Check if the site is registered with the Alert Plus Master Timer Job to receive alerts. 18

20 You can also make sure that the mail server is configured and use the Send option to send a test Return to the Configuration Checklist and click the Action link for Update Gantt View Data. Note: This only needs to be done when you create a new project or department site. This updates the Gantt data to include the newly added site data. 19

21 Click Refresh at the top of the page. The Schedules tab will now display the new project or department site information. 5. The Configuration Checklist is now complete. 20

22 PM Central Sandbox Limitations Group notifications will not be sent a. This is due to the requirement to configure an SMTP server. To fully evaluate PM Central Alert Plus capabilities, please install and trial PM Central in a local environment. Only 1 user account will be created for each PM Central Sandbox Additional Resources PM Central live webinars PM Central Knowledge Base articles PM Central product documentation PM Central-related blog posts from Bamboo Nation (including use cases, customization tips, etc.) Contact Information If you have any questions regarding your sandbox experience or are ready to take the next steps in your evaluation, please contact the Bamboo Sales team. sales@bamboosolutions.com Phone: or Web: 21