Simple Print Page 1 of 104 SharePoint Project Management Central for SharePoint 2010 Release 1.
Simple Print Page 2 of 104 menu interface. Site Templates Includes Top-Level Site and Project Site templates for providing summary portfolio information at the toplevel site and controlling how project information is collected at the individual project site. The default Project site template features no seed data. Project Summaries My Tasks, Tasks, Issues and Milestones are displayed via charts and include status information. Schedules Tab Displays team schedules, grouped tasks and project status.
Simple Print Page 3 of 104 System Requirements System Requirements for PM Central R1.8 or Newer for SharePoint 2010 Operating System - Windows Server 2008 Server - Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010 Browser - Internet Explorer 8 or newer Because PM Central is an application that is built on top of SharePoint, many questions related to system requirements are actually SharePoint questions.
Simple Print Page 4 of 104 These sites are made up of several Bamboo Web Parts that we provide on our storefront today but have tailored for this application, along with some custom Web Parts and project management process logic. The steps for setting up these sites is easy and designed to get you up and running quickly. See Getting Started for more information on the steps to set up PM Central.
Simple Print Page 5 of 104 There are five steps marked on the diagram: 1. After you create your top-level site, create your Enterprise Resource Pool in the Resources tab. You have to manually enter in this data. 2. Create your project site and only enter in the Project Name and Project Manager. Do not enter in any other data. 3. Assign your project resources to your projects. You must enter in this data using the Enterprise Resource Pool. 4. Create your tasks, issues and risks for your project.
Simple Print Page 6 of 104 Bamboo PM Central Top-Level Site - Custom Template: Fill out the Title and URL for your site. Click Create. Once your top-level site is created, do not manually add data to the Project Summary or the Task, Risk or Milestone charts. This data is automatically calculated after you create your Project site. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 7 of 104 2. Add your resources to the Enterprise Resource Pool. Do this first before you create a new project. After your Portfolio site is created, click the Resources tab, then click Resource Pool. To add a new resource, either select New > New Item from the menu bar or select the box next to Last Name to open the top ribbon. Select New Item > New Item from the ribbon. In the menu box, enter your resources individually. Click Save. http://store.bamboosolutions.
Simple Print Page 8 of 104 3. Create your Project Site. From your Portfolio site, on the left side of the page, select Central Actions > Add New Project. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 9 of 104 Type in the project name and description (optional) under Title and Description. Choose your desired permissions and click Create. 4. In your newly created Project site, complete the steps outlined in the configuration checklist. When you update the Project Health information, you only need to enter the project name, project manager and, if necessary, the project type in the Appearance section. The % Complete and Project Start and End Dates are automatically calculated.
Simple Print Page 10 of 104 5. Add resources to your Project. In your Project site, select Resources > Project Team Info > New. From the top ribbon, select New Item > New Item. Add your resources from the Enterprise Resource Pool in the Resources section, which you created in Step 2. Click Save. 6. Set up your tasks with the SharePoint Task Master Web Part. In your Project site, click the Tasks tab.
Simple Print Page 11 of 104 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 your tasks and milestones by selecting New Item. Do not assign your resources yet. Fill in your data and click Save. Click Recalculate and assign your resources by hovering over the task name and selecting Edit Item. Assign your resource and click Save. 8.
Simple Print Page 12 of 104 9. Return to the Portfolio site and update the Gantt View Data. Click the site. at the top of the page by Site Actions to open the tree-view navigation folder. Click your portfolio site name to navigate back to the portfolio At the Portfolio site, finish the configuration checklist. Then select Settings > Update Gantt View Data > Refresh. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 13 of 104 10. Wait 10 minutes for the data from the Project site to populate the Portfolio site. Now you should see data at both the Portfolio and the Project levels, including charts and reports. You are ready to being managing your projects and team members. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 14 of 104 Administration Table of Contents Installing PM Central Configuring PM Central Customizing PM Central Installing PM Central This section describes how to install, uninstall and activate the features for SharePoint PM Central as well as deploy the product to new Web Applications.
Simple Print Page 15 of 104 purchase. For more information, read Licensing PM Central. Post-Installation The Project Management Central Core Components install routine does not abort the installation if one component fails. It continues to install the next component in the list. You can check the installation log and reinstall the failed components individually at a later time. This may save you time if the installation was successful for all but a few components.
Simple Print Page 16 of 104 PM Central is packaged for download into a single self-extracting archive file. It contains a setup program that provides links to the various installation components listed above. The setup program also provides links to this product documentation and the Quick Start Guide. To access this Setup program: 1. Extract the contents of the product download. Simply double-click on the self-extracting download file to unpack the contents. 2.
Simple Print Page 17 of 104 Using the Setup Program to Install PM Central 1. Before you install PM Central, read Recommendations for a Successful Installation. 2. Install each component from the Setup program. To install a component, click the product component and read the instructions that appear in the right pane. Then click the Install button. Follow the instructions provided by that particular component's installation wizard.
Simple Print Page 18 of 104 If the system check displays an error, click the link for more information and to resolve the error. Then click Previous to return to the previous screen in the installation wizard. Click Next to run the system check again. Read the end-user software license agreement and accept the terms, then click Next. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 19 of 104 Select the Web Application where you want to deploy PM Central and click Next. Note: The Automatically Activate Features checkbox is selected by default. If you wish to manually activate the features, uncheck the box and read Manually Activating Site Collection Features and Web Application Features. The setup wizard begins installing the product components. Once the components are installed, click Next and review the summary log to make sure the installation was successful.
Simple Print Page 20 of 104 3. Restart the World Wide Web Publishing Service (WWWPS or W3SVC) after the installation is complete. From the task bar, click Server Management. Under Configuration, click Services. In the list of services, scroll down to the bottom until you see World Wide Web Publishing Service. Right-click on it and select Start. 4. Reset Internet Information Services (IIS). To reset IIS using IIS Manager: Go to Start > Administrative Tools > IIS Manager.
Simple Print Page 21 of 104 3. After you copy the file, click it to launch the setup wizard. 4. Follow the prompts in the wizard to install the add-in. Click Close after the installation is complete. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 22 of 104 5. Open Control Panel and select Programs > Programs and Features. The Bamboo Microsoft Project Add-in is displayed in the list of programs. Installing the Bamboo Microsoft Project Add-in Using the Setup Screen To install the add-in using the Setup screen: 1. Copy SA12.Rx.SP2010.SL.exe to the desktop where you want to install the add-in. Click the file to extract the contents of the folder. 2. Double-click Setup.bat to open the Setup screen. 3.
Simple Print Page 23 of 104 4. Follow the prompts in the setup wizard, then click Close when the installation is complete. http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 24 of 104 5. Open Control Panel and select Programs > Programs and Features. The Bamboo Microsoft Project Add-in is displayed in the list of programs. Additional Information For more information about the World Wide Web Publishing Service, read the following Microsoft article on IIS World Wide Web Publishing Service. For more information about resetting IIS, read the following Microsoft article on Internet Information Services (IIS) 7.0.
Simple Print Page 25 of 104 Each Web Part is installed with a custom code access security file that allows you to run with the minimum security setting in your web.config. For more information, read Installed Files and Code Access Security. Deploying PM Central 1.8 or Newer On a New Web Application You can deploy PM Central R1.8 or newer on a new Web Application without having to reinstall the product again.
Simple Print Page 26 of 104 3. In the Deploy To? section, select the new Web Application from the drop-down menu and click OK. 4. Repeat steps 2-3 for each Web Part that is listed. 5. After you deploy all of the Web Parts, reset Internet Information Services (IIS): To reset IIS using IIS Manager: Go to Start > Administrative Tools > IIS Manager. In the Connections pane on the left, expand and select the node for the server you want to restart.
Simple Print Page 27 of 104 Activate the Bamboo Update Task, Issue, Project Health Lists by clicking Activate and then OK. This feature is not automatically activated for new Web Applications. You need to activate this feature so that the timer job for the Bamboo Update Task, Issues, Project Health Lists is created and run. There is a timer job for each Web Application that you have created. 7. Now you can create a site or site collection using one of the PM Central top-site templates.
Simple Print Page 28 of 104 Add your resources in the Enterprise Resource Pool, then follow the other steps beginning with Step 3 to continue setting up PM Central on the new site collection. 8. From Central Administration > Monitoring > Timer Jobs > Check Job Status, under History, you can see that the Bamboo Update Task, Issues, Project Health Lists timer job is running for each Web Application that you have created.
Simple Print Page 29 of 104 1. Check if the Bamboo Update Summary Project List timer job is running by navigating to Central Administration > Monitoring > Timer Jobs > Check Job Status and looking for the timer job under History. 2. If the timer job is not running, it does not show up in the Timer Job Status. If the timer job failed or did not initialize, it is displayed under the Timer Job Status, but the status is Failed.
Simple Print Page 30 of 104 Stop and restart the timer using the options at the top left of the menu box or by right-clicking on SharePoint 2010 Timer. 3. Check the Bamboo Update Summary Project List timer job again to make sure that it is running and that the Summary List and charts now display data. Manually Installing or Uninstalling PM Central You can manually install or remove PM Central using the SharePoint stsadm command-line utility. The instructions below describe how to use stsadm.
Simple Print Page 31 of 104 1. Retract the solution from a Web Application: stsadm.exe -o retractsolution -name Bamboo.SiteCreationPlus.wsp –immediate –url http://WebApplicationUri:455 2. Execute the job. (If you have multiple Web front-end servers, then you must run the following on each front-end server.) stsadm.exe -o execadmsvcjobs 3.
Simple Print Page 32 of 104 2. Locate the Bamboo product feature you want to activate or deactivate. Click Activate to activate the product for the entire site collection. Click Deactivate to deactivate the feature. 3. The product feature is now activated (or deactivated). Activating Web Application Features You may also need to activate or deactivate Web Application features in Central Administration. 1. Navigate to Central Administration. Under Application Management, click Manage Web Applications. 2.
Simple Print Page 33 of 104 The Web Application feature is now activated (or deactivated). Troubleshooting Installation If you encounter any errors during PM Central's installation process, please refer to the error logs located on the SharePoint server in :\WINDOWS\Temp\BambooSolutions\bsc_bamboo_%processid.log. The error log contains details of any failures that may have occurred during the product installation.
Simple Print Page 34 of 104 The installation wizard installs the missing component. A Component Fails to Deploy If a component fails to deploy, you can retract the component and redeploy it: Navigate to Central Administration > System Settings. Under Farm Management, click Manage Farm Solutions. On the Solution Management page, click the solution you want to deploy. Select Remove Solution to retract it. Once the solution has been retracted, click Deploy Solution to redeploy it.
Simple Print Page 35 of 104 Deploy Solution Packages (SharePoint Foundation 2010) Timer Jobs The timer jobs may not activate automatically after installing PM Central. Check the timer jobs to make sure they are activated: Navigate to Central Administration > Application Management. Under Web Applications, click Manage Web Applications. Select the Web Application where PM Central is installed. From the ribbon at the top, select Manage Features.
Simple Print Page 36 of 104 Right-click on it and select Stop or Start. For more information about the World Wide Web Publishing Service, read this Microsoft article on the IIS World Wide Web Publishing Service. Restarting IIS Make sure you restart Internet Information Services (IIS) after you install PM Central. To reset IIS using IIS Manager: Go to Start > Administrative Tools > IIS Manager.
Simple Print Page 37 of 104 PM Central has been removed from the server. Upgrading PM Central Note: Project Management Central for SharePoint 2010 currently does not support in-place upgrades from SharePoint 2007. We are working on having this available in the future. We appreciate your patience. Installed Files and Code Access Security The table below lists the files and where they are installed as part of PM Central's installation package. Each product has a Bamboo.ProductName.Core.dll. This core.
Simple Print Page 38 of 104 you use the Calendar Plus Web Part outside of PM Central on SharePoint sites that do not have PM Central installed, you can uninstall or roll back the Calendar Plus Web Part, and PM Central will continue to work without any issues. FILENAME TYPE PURPOSE Bamboo.Logging.dll Assembly Logging Assembly installed in the GAC Bamboo.TaskMaster.dll Assembly Web Part Assembly installed in the BIN Bamboo.AdvancedSearch.
Simple Print Data-Viewer Group Email KPI Column List Advanced Search List Print List Rollup List Simple Search Navigators SharePoint Project Portfolio Dashboard Site Creation Plus SharePoint Task Master Tree View Visual Indicator Page 39 of 104 To set up your own custom security policies, refer to the following links for more information: Bamboo Solutions FAQ (opens in a PDF) Security and Protection for SharePoint Server 2010 Security and Prot
Simple Print Page 40 of 104 3. Update Gantt View Data Note: This only needs to be done when you create a new project site. This updates the Gantt Data to include the newly added site data. Return to the Configuration Checklist and click the Action link to Update Gantt View Data. Click Refresh at the top of the list. When you click the Schedules tab, the new project site information is displayed. For each Project Site: 1.
Simple Print Team Members: Contribute (to create and edit new tasks and other list items) Visitors: Read Page 41 of 104 For more information about security and permission levels in SharePoint, read the following Microsoft articles: SharePoint Server 2010 Security and Protection for SharePoint Server 2010 User Permissions and Permission Levels SharePoint Foundation 2010 Security and Protection for SharePoint Foundation 2010 User Permissions and Permission Levels Importing Data From
Simple Print Page 42 of 104 the site definition the master page and style sheets (CSS) ASPX pages and SharePoint Navigators Bamboo Web Parts lists Site Definitions PM Central's site definition file is located under \Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\TEMPLATE\1033\XML as webtemp.BambooProjectCentral.xml. The webtemp.BambooProjectCentral.xml contains IDs that are associated with the site template and configuration.
Simple Print Project Site Page 43 of 104 SA12.master SA12x.master ProjectSite_TeamSite.css ProjectSite_Template.css The custom master page SA12Top_Template.master is for the custom portfolio site. It references the TopSite_Template.css. This design presents the banner, the font and the color that you see when you browse to the portfolio site.
Simple Print Page 44 of 104 TOP Bamboo Web Parts The following is a list of the Web Parts included in PM Central and their function. Alert Plus: Sets up custom alerts Bamboo KPI Column: Displays indicators for the schedule, risks, issues, etc.
Simple Print Checking for the Master Page Using Custom CSS Changing Images at the Portfolio or Project Sites Changing the Style Sheet for the Portfolio or Project Sites Page 45 of 104 Checking for the Master Page To check which pages use the master page, open the site using Microsoft SharePoint Designer. Open the page you want to check. Make sure the page is in the code view to view the MasterPageFile properties.
Simple Print Page 46 of 104 Upload your image to the Pics folder. Your new image should display automatically. TOP Changing the Style Sheet for the Portfolio or Project Sites All CSS files are stored under _catalogs\masterpage. To change the style sheet, navigate to Site Actions > Site Settings. Under Galleries, select Master Pages. Choose the CSS file that you want to modify and check it out. Modify the file using SharePoint Designer, then check it back in.
Simple Print Page 47 of 104 your existing site and create a new site. Based on the site definition, the application references the new build's master page and ASPX page and has no knowledge of the Web Parts that you added. 2 Add additional columns and views to Yes, it is OK. existing Lists In R1.8 and older versions, the columns will still be there as well as the view. However, during the upgrade the application will back up and replace the pages with new pages as well as the settings for the Web Parts.
Simple Print Page 48 of 104 that they would see when reading the list normally; if they do not have permission to view the list, they do not see any data. If the list uses item-level permissions, certain display elements within the site such as charts may look different to users with varying permissions. For more information about user permissions and security within PM Central, read the Security and Permission Levels section.
Simple Print Page 49 of 104 7. How do I change the grouping type used in the portfolio site's Schedules tab to something other than “Status," such as “Assigned To?” Click the arrow to the right of the Web Part's title bar. Select Edit Web Part. In the configuration tool pane under Group By Settings, select a field to group by. For more information on grouping, read Using the Data-Viewer Web Part. 8.
Simple Print Page 50 of 104 14. How can I get back to the portfolio site from a project site? You can navigate to the portfolio site three ways: From the Central Actions menu, select Go to Top Site. Click on the PM Central logo. Use the navigation folder to navigate up. 15. How do I filter or modify a view? Go to any list and select the view you would like to modify by selecting the Settings tab > Lists. Select your list. From the ribbon at the top, select List Tools > List > Modify View.
Simple Print Page 51 of 104 21. How do I change the order of how the Project Team members are listed and displayed? From the project site's Resources tab, select Project Team Info > Project Team to navigate to the Contacts list. From the ribbon at the top, select List Tools > List > Modify View. Make your changes and click OK. 22. Can I send e-mail to external users using the Send E-mail function? Yes, via SMTP.
Simple Print Page 52 of 104 6. How do I change the style sheet for the portfolio site or project site? We strongly recommend that you do not modify the Master pages. For more information on the style sheets, read Customizing the Master Page and What Customizations Are Possible. Contact Custom Solutions for custom work. From the Site Actions menu, select Site Settings. Under Galleries, select Master pages. Select the CSS file that you want to modify.
Simple Print Page 53 of 104 After the upgrade, the change to the .ms-globalbreadcrumb class and the newly added class will be gone because the application goes back to the original class. 10. Can I change the master page to point to another CSS file? After you upgrade to PM Central R1.
Simple Print Page 54 of 104 Project Name Single line of text Project Start Date Date and Time % Complete Date and Time Project Status Choice Project Manager Person and Group Risk Status Bamboo KPI Column Issue Status Bamboo KPI Column Schedule Status Bamboo KPI Column Tasks List: Modifying any of the columns in this list will break the Data-Viewer and List Rollup Web PartList Rollup Web Parts at the portfolio site.
Simple Print Page 55 of 104 Recipient Lookup Alert Source Single line of text Recipient Lookup Type Choice Alert List DataView Path Single line of text Cannot change /PageName.aspx PMCentralPages Document Library: Do not rename the supplied .aspx pages in this library. Modifying this list will affect the navigation tabs and will create unpredictable behavior for the Bamboo Chart Plus Web Part and the Data-Viewer Web Part. Discussion.
Simple Print Page 56 of 104 2. Locate the Web Part you want to remove. Click the arrow to the right of the Web Part title and select Delete. 3. To exit out of the Edit Mode, click Stop Editing from the ribbon at the top. Modifying the Site Templates and Master Pages We strongly recommend that you do not modify the site definitions, site templates or master pages because modifications can prevent future product enhancements from working correctly.
Simple Print Page 57 of 104 The CSS can be customized three ways: 1. By adding to
2. By inline style on the tags where you want to customize the CSS 3. Or by including the CSS file in Modifying the Logo and Graphics PM Central's templates can be modified to display your organization's logo as well as other graphics or images you may want to feature on your portfolio and project sites. To upload a new image: 1.Simple Print Page 58 of 104 To adjust settings for any preconfigured custom columns in PM Central: 1. Navigate to the list containing the KPI column you want to update. Note: By default, the Bamboo KPI Column is used in the Project Health lists on all project sites and the portfolio site. From your portfolio or project site, select the Settings tab and click Lists. Click the list you want to configure, for example the Project Health List. 2. From the List Tools tab on the top ribbon, select List. 3.
Simple Print Page 59 of 104 6. Make your changes and click OK. Updating List Views If you decide to change the settings of a list view, you need to: 1. Make sure you are logged in with an account that has Design or Full Control permission levels. 2. Click the down arrow on the far right of the Web Part title bar that you want to modify and select Edit Web Part or use the ribbon at the top to edit the page. 3. In the Selected View drop-down box, select the list view that you just updated. 4.
Simple Print Page 60 of 104 6. Click Create. To create the project site: From your top-level site, select Central Actions > Add New Project. Enter a title and an optional description. Select your language from the drop-down list, choose your permission level and click Create. Customizing the Translation Settings for the Web Parts There are 3 language files included with the installation of each Web Part. 1033.English.xml 1036.French.xml 1034.Spanish.
Simple Print Site Creation Plus Web Part Tree View Web Part Visual Indicator Column Page 61 of 104 Using PM Central Table of Contents Editing a Tab Updating List Views About Hidden Web Parts About Working Hours About Resource Management Using the Portfolio Site (Top-Level Site) Using the Project Site Editing a Tab In order to edit a tab, you must have Design or Full Control permissions.
Simple Print Page 62 of 104 About Working Hours The Working Hours Setting in the SharePoint Task Master Web Part (located on the Tasks tab in the project sites) allows project managers to enforce a set of working hours for all tasks. These hours are designated as the only time tasks can be worked on. For example, you set your working hours to be from 9 am to 5 pm, and you create a new task.
Simple Print Page 63 of 104 About Central Actions for the Portfolio Site Creating the Portfolio Site Creating a Project Project Central Tab My Summary Tab Resources Tab Risks Tab Schedules Tab Issues Tab Reporting Tab Settings Tab Help Tab About the Central Actions Tab At the Portfolio Site The Central Actions drop-down menu allows you to add a new project to the site; access all of the lists, libraries and content in the site; access just the lists in the site; and get help with the site (through a link
Simple Print Page 64 of 104 3. Enter the Title, Description (optional) and Web Site Address. 4. Under Template Selection, click the Project Management WS tab. Choose one of the two Portfolio site templates: Bamboo PM Central Top-Level Site: Bamboo PM Central Top-Level Site - Custom Template: http://store.bamboosolutions.com/OnlineDoc/Print.
Simple Print Page 65 of 104 Note: Both of these templates have the exact same functionality. The only difference is the templates' appearance. The project site template shares the same color scheme as the portfolio site template. 5. Under Permission, decide if you want to use the same user permissions as the parent site or if you want to create unique user permissions. 6.
Simple Print Page 66 of 104 The Configuration Warning/Welcome Message The text at the top of the screen may tell you that you need to check the configuration checklist if you have any open configuration checklist items. If you have completed the mandatory items in the configuration checklist, the text is a welcome message. This message is a custom Web Part that checks the configuration checklist to see if there are any items with a status of open or items that are marked mandatory.
Simple Print Page 67 of 104 1. Add a chart title and customize its placement on the chart. 2. Print preview and print a chart. 3. Change the actual column data that is shown in the chart (x-, y-, and secondary y-axis data). 4. Change the data source of the chart. (Please note, that if you change the data source, you will not continue viewing rolled up project site data automatically in the chart.
Simple Print Page 68 of 104 To learn more about hidden Web Parts on this page, see About Hidden Web Parts. Resources Tab The Resources tab displays information on assignments by resource, resource allocation and capacity planning, and a centralized location for entering in all enterprise project resources (the Enterprise Resource Pool). The data is compiled automatically using Bamboo's List Rollup Web Part.
Simple Print Account. Enter the user account associated with this resource. Department. Select the department where this resource is assigned. Standard Rate. Enter in the dollar amount of this resource's standard working rate per hour. Enterprise Resource Type. Select whether the resource is human or material. Initial. Enter in the initials (or abbreviation) for the resource. Project Manager. Enter in the name of the project manager this resource is assigned to. Manager.
Simple Print Change the color-coding for the Project Status values or select a different Choice column type to color-code its values. Change the color of the progress bar and view the column that indicates percent complete. Set the default timeline scale for the Gantt View (week, month, quarter, year). Set the number of items per page or turn paging off and show all items. Show/hide the legend and determine its position on the Gantt View (bottom or top).
Simple Print Page 71 of 104 To navigate the report, you can click the forward and back arrows to move from one page of report information to the next or to the first or last page of the report. To export or print the report data, click the Export to Excel button next to the report navigation buttons to export report data, or the Print Preview button to print the report data.
Simple Print Page 72 of 104 Resource Work by Project Tab To view assignment work for one or more projects, do the following: 1. In the Project Name field, click the down arrow to select one or more projects, or select 'All' to select all projects. 2. In the Values in field, click the down arrow to show work values in hours or days. 3. Click Custom Color to select a different color for each project you want to view in the report. 4. Click View Report.
Simple Print Page 73 of 104 These are the items you can manage from this page: Lists - View all lists and site content. Site Settings - Manage the standard SharePoint Site Settings for this site. Manage Groups - Manage the the standard SharePoint groups for this site. Manage Users - Manage the standard SharePoint users and permissions for this site. Alerts Setup - Configure Alert Plus to send customized e-mail alerts.
Simple Print Page 74 of 104 The Help Tab is a customizable tab that allows you to provide your own organization-specific help to the end users of this application. Click Project Central FAQs to navigate to that list and modify, add or delete frequently asked questions. The Welcome text is displayed through a SharePoint Content Editor Web Part. To edit the Welcome text: 1. Make sure you are logged in with an account that has a Design or Full Control permissions. 2.
Simple Print Page 75 of 104 Settings Tab About the Project Site After your Project Site is created and configured, your site will look like this: Users who do not have a Design or Full Control permission level do not see the Site Actions drop-down menu, and they cannot access Web Part tool panes. These users can still see the Central Actions drop-down menu, but they cannot add a project. They can view a list of the site content, but they cannot customize it.
Simple Print Project Objectives Page 76 of 104 TOP Enter your project's objectives in this Web Part. You can create new objectives by clicking Project Objectives and then selecting New Item. You can also edit existing objectives by clicking Project Objectives and then selecting the objective you want to edit. To add a new objective: 1. Click Projective Objectives, then select Add New Item. 2. Enter a title for the objective in the Title column.
Simple Print The Configuration Warning/Welcome Message Page 77 of 104 TOP The top of the project home page features a custom Web Part that displays a configuration checklist or a welcome message. If the configuration checklist warning is displayed, it means that you need to check the configuration checklist and complete any open or mandatory tasks.
Simple Print Project Team Page 78 of 104 TOP This is a standard SharePoint contacts list. This list makes all project-related contact information visible and available to all project team members. Click Add New Item at the bottom of the Web Part to add a new contact. Click an e-mail address to instantly compose an e-mail to a team member in Microsoft Outlook. You can modify this list by clicking on Project Team or from the project's Resources tab.
Simple Print Project Milestones Page 79 of 104 TOP This is a filtered list view of the Tasks list. The Project Milestones uses the SharePoint List View Web Part to show milestones from the Tasks list. Only items that are marked as Milestone and have a status of Completed, Late or In Progress are displayed in Project Milestones. Click Add New Item to add a new item to the list.
Simple Print Page 80 of 104 6. Enter in a due date to close out this risk in the Due Date column. 7. Enter in the percent of probability that this risk may occur in the Probability column. 8. Enter in the magnitude of impact should the risk actually happen in the Impact column (i.e. 100 hours, 30 days, etc). 9. Enter in the cost impact should the risk actually happen in the Cost column. 10. Enter in the likely causes and consequences of the risk actually happening in the Description column. 11.
Simple Print Page 81 of 104 Tasks that are overdue and the status is not set to "Completed" (Overdue Tasks). Tasks that are assigned only to the logged in user (My Tasks). Tasks that are overdue and the percent complete is not 100% (Late View). The cost of each task in the project (Cost View). Project information such as schedule status, duration, work, due date, cost and actual cost, which aid in tracking the project (Tracking View).
Simple Print My Tasks Tab Page 82 of 104 TOP This tab shows all the the tasks that are assigned to the logged-in user. Late View Tab TOP The Late View tab shows all overdue tasks with the % Complete column not equal to 100% and includes tasks with any status. With the Late View, Cost View, Tracking View and Scheduling View tabs, you can apply only one column filter to the list at a time.
Simple Print Page 83 of 104 You can choose from a variety of print options such as Print All, Print Grid or Print Gantt Chart. You can also dynamically zoom in and out and choose which columns you want to be displayed. You can also change the view. Resource Allocation and Capacity Planning This tab displays data in three ways: All Assignment Allocations, By Resource Allocation or Resource Availability. For more information on Resource Allocation and Capacity Planning, see KB.
Simple Print Page 84 of 104 Thumbnails, click on the document folder in the tree view pane to display the thumbnails. For more information, see Configuring the Tree View Web Part. Discussions Tab The Discussions tab allows you to capture all project-related discussions and store them with the project for quick reference instead of using e-mail as your main source for problem solving and general project communication.
Simple Print Advanced Permissions - Click this link to go directly to managing project site advanced user permissions in Site Settings. Delete Site - WARNING! This feature deletes the current site. Lists - View all lists and site content. Task List Settings - Click this link to go directly to the List Settings for the Tasks list. Calendar List Settings - Click this link to go directly to the List Settings for the Calendar list.
Simple Print Page 86 of 104 3. The program performs some system checks to determine whether your server is ready for installation. Click Next to continue. 4. Agree to the end-user software license agreement. Click Next to continue. 5. The program is restricted to only install the Bamboo Web License Manager on the server where it detects the SharePoint Central Administration has been installed.
Simple Print Page 87 of 104 6. The Bamboo Web License Manager is then installed on the server. Click Next to view the summary log and make sure the installation was successful. 7. Click Close. For troubleshooting and additional information, see the Knowledge Base or log into My Bamboo. TOP Licensing and Activating PM Central 1. Open SharePoint Central Administration. Make sure you have the proper access rights to log in. 2. Under the Bamboo Solutions Corporation section, click Manage My License Keys.
Simple Print Page 88 of 104 3. Expand the Suites and Packs section. Click PM Central to view the license status or click the drop-down arrow to Activate/Deactivate or view the Status. 4. Do one of the following: If you want to activate PM Central without viewing the status, click Activate/Deactivate from the drop-down. If you are viewing the licensing status, then click Status to activate or deactivate the license. 5.
Simple Print Page 89 of 104 For more information about the Bamboo Web License Manager, click About Bamboo Web License Manager at the bottom of the page. TOP Additional Resources There are additional resources for PM Central beyond this online documentation. Use cases, tips, installation help, customization suggestions and more can be found in the sections below.
Simple Print PM Central for SharePoint 2010 Release Notes How to Use Project Management Central for SharePoint 2010 in 10 Steps How to Deploy PM Central 1.
Simple Print Page 91 of 104 Site Definitions PM Central's site definition file is located under \Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\TEMPLATE\1033\XML as webtemp.BambooProjectCentral.xml. The webtemp.BambooProjectCentral.xml contains IDs that are associated with the site template and configuration. We use these IDs as identifiers for future upgrades. For more information about templates and site definitions, read this Microsoft MSDN article.
Simple Print Page 92 of 104 This is what the browser displays with just the portfolio site's master page: TOP ASPX Pages and SharePoint Navigators Multiple pages make up the portfolio and project sites, such as My Summary. These pages are displayed as tabs via SharePoint Navigators and the Top Site Navigators list. The list lists the pages and the URLs in order. For example, Project Central would be the first tab, and the My Summary tab would be next.
Simple Print Page 93 of 104 TOP Bamboo Web Parts The following is a list of the Web Parts included in PM Central and their function. Alert Plus: Sets up custom alerts Bamboo KPI Column: Displays indicators for the schedule, risks, issues, etc.
Simple Print Checking for the Master Page Using Custom CSS Changing Images at the Portfolio or Project Sites Changing the Style Sheet for the Portfolio or Project Sites Page 94 of 104 Checking for the Master Page To check which pages use the master page, open the site using Microsoft SharePoint Designer. Open the page you want to check. Make sure the page is in the code view to view the MasterPageFile properties.
Simple Print Page 95 of 104 Upload your image to the Pics folder. Your new image should display automatically. TOP Changing the Style Sheet for the Portfolio or Project Sites All CSS files are stored under _catalogs\masterpage. To change the style sheet, navigate to Site Actions > Site Settings. Under Galleries, select Master Pages. Choose the CSS file that you want to modify and check it out. Modify the file using SharePoint Designer, then check it back in.
Simple Print Page 96 of 104 your existing site and create a new site. Based on the site definition, the application references the new build's master page and ASPX page and has no knowledge of the Web Parts that you added. 2 Add additional columns and views to Yes, it is OK. existing Lists In R1.8 and older versions, the columns will still be there as well as the view. However, during the upgrade the application will back up and replace the pages with new pages as well as the settings for the Web Parts.
Simple Print Page 97 of 104 that they would see when reading the list normally; if they do not have permission to view the list, they do not see any data. If the list uses item-level permissions, certain display elements within the site such as charts may look different to users with varying permissions. For more information about user permissions and security within PM Central, read the Security and Permission Levels section.
Simple Print Page 98 of 104 7. How do I change the grouping type used in the portfolio site's Schedules tab to something other than “Status," such as “Assigned To?” Click the arrow to the right of the Web Part's title bar. Select Edit Web Part. In the configuration tool pane under Group By Settings, select a field to group by. For more information on grouping, read Using the Data-Viewer Web Part. 8.
Simple Print Page 99 of 104 14. How can I get back to the portfolio site from a project site? You can navigate to the portfolio site three ways: From the Central Actions menu, select Go to Top Site. Click on the PM Central logo. Use the navigation folder to navigate up. 15. How do I filter or modify a view? Go to any list and select the view you would like to modify by selecting the Settings tab > Lists. Select your list. From the ribbon at the top, select List Tools > List > Modify View.
Simple Print Page 100 of 104 21. How do I change the order of how the Project Team members are listed and displayed? From the project site's Resources tab, select Project Team Info > Project Team to navigate to the Contacts list. From the ribbon at the top, select List Tools > List > Modify View. Make your changes and click OK. 22. Can I send e-mail to external users using the Send E-mail function? Yes, via SMTP.
Simple Print Page 101 of 104 6. How do I change the style sheet for the portfolio site or project site? We strongly recommend that you do not modify the Master pages. For more information on the style sheets, read Customizing the Master Page and What Customizations Are Possible. Contact Custom Solutions for custom work. From the Site Actions menu, select Site Settings. Under Galleries, select Master pages. Select the CSS file that you want to modify.
Simple Print Page 102 of 104 After the upgrade, the change to the .ms-globalbreadcrumb class and the newly added class will be gone because the application goes back to the original class. 10. Can I change the master page to point to another CSS file? After you upgrade to PM Central R1.
Simple Print Page 103 of 104 Project Name Single line of text Project Start Date Date and Time % Complete Date and Time Project Status Choice Project Manager Person and Group Risk Status Bamboo KPI Column Issue Status Bamboo KPI Column Schedule Status Bamboo KPI Column Tasks List: Modifying any of the columns in this list will break the Data-Viewer and List Rollup Web PartList Rollup Web Parts at the portfolio site.
Simple Print Page 104 of 104 Recipient Lookup Alert Source Single line of text Recipient Lookup Type Choice Alert List DataView Path Single line of text Cannot change /PageName.aspx PMCentralPages Document Library: Do not rename the supplied .aspx pages in this library. Modifying this list will affect the navigation tabs and will create unpredictable behavior for the Bamboo Chart Plus Web Part and the Data-Viewer Web Part. Discussion.
