Datasheet

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. Configure the Group Email Web Part
 Go to the Project Home page and scroll down to the Web Part labeled Send an Email to the Project Team. Click the arrow to open the tool pane.
 In the tool pane, enter the login credentials for the Web Part and the mail server information. Edit any of the email settings.
 Click OK.
2. Edit Project Information
 Go to the project's configuration checklist and click the Action link to Edit Project Information.
 Give the project a unique project name and assign a project manager. If necessary, modify the project type. Do not change any other information.
The % Complete, Project Start Date and Project End Date fields are automatically computed by the application and should NOT be modified.
 Click OK.
3. Activate the Event Receiver for KPI rollups (In 1.7 version or newer, this feature is automatically updated.)
 Note: This allows the KPI Column used in some of the project lists to roll up data from other lists.
 Click the Action link included in the Configuration Checklist. Activate the Event Receiver for KPI.
4. Activate the Rich Text Editor feature
 Click the Action link in the Configuration Checklist to Activate the Rich Text Editor.
 Click the Activate button next to Bamboo Rich Text Editor for SharePoint.
5. Activate the Bamboo Project Theme feature
 In the Configuration Checklist, click the Action link to Activate the Bamboo Project Theme.
 Click the Activate button next to Bamboo Project Theme.
PM Central and all of its component Web Parts enforce SharePoint permissions when reading data from SharePoint Lists. This means that users only see data 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.
Users with Read permissions can see all projects in the Portfolio Site's Project Summary. Bamboo recommends that you assign the following permissions to these
groups:
 Administrators: Full Control
 Project Managers: Design (to add new project sites and to create and edit new tasks and other list items)
Security and Permission Levels
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