Datasheet
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
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 Protection for SharePoint Foundation 2010
This section describes how to configure SharePoint PM Central.
Configuring the PM Central Site Templates
Security and Permission Levels
Importing Data from Existing Lists to PM Central
Running PM Central on an International Site
After you install PM Central and create your top-level and project sites, you must configure some items on the top-level site and each project site to enable all of the
features.
After you have created your top-level and project sites, a message about the Configuration Checklist is displayed on each site's home page. The Configuration
Checklist contains instructions for each item that you need to configure and an Action link to the settings area for each item.
Below is a brief description of the configuration settings for each site.
For the Top-Level Site:
1. Configure the Alert Plus Web Part
Note: You only need to set up both Alert Plus items if you are using the Alert Plus service, which is optional. If
you decided not to install these items, you
do not need to configure them.
In the Configuration Checklist, open the Alert Plus Web Part by clicking the Action link.
Click the arrow on the right side of the screen to open the Alert Plus Web Part tool pane.
Update the URL for the location of the Alert Plus Subscriber Service.
Enter the information for the administrative account that will be used to create and edit alerts.
Click Apply and then OK to save your changes.
2. Configure the remaining items in the Alert Plus Configuration Checklist.
Note: This list is where Alert Plus stores the alert rules once they are configured. Some default alerts have been included, but these preconfigured alerts
need to be updated to function properly. You can use the normal Alert Plus Web part interface when you configure new alerts.
Return to the Configuration Checklist and click the Action link to configure the email settings for Alert Plus.
For each of the preconfigured alerts, hover your cursor over the title of the alert. Select Edit from the drop-down menu.
Edit the URL, replacing "[Current_site_path]" with the actual URL for the top-level site. Click OK.
(Example: "http://ServerName/sites/TopProjectSiteName/ProjectSummaryView.aspx"
Configuration
Configuring SharePoint Project Management Central
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