Datasheet
Team Members: Contribute (to create and edit new tasks and other list items)
Visitors: Read
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
PM Central comes with all the necessary lists, document libraries and Web Parts you need to help manage your projects. However, you may
have data from existing
lists, such as tasks, that you want to bring into PM Central lists. To import data from existing lists, we recommend that you use List Bulk Import. You can find more
information regarding List Bulk Import from our Online Product Documentation. You also can manually copy and paste the items using the Edit in Datasheet
option.
For information on deploying PM Central on a non-English Web site, please see Localizing PM Central.
This section describes how to customize PM Central. Before making any customizations, read Customization Best Practices and Frequently Asked Questions first to
understand how PM Central's site templates, master pages and CSS work. Some customizations can break the application or cause errors, while other
customizations may be lost after an upgrade.
Customization Best Practices
Adding a Web Part to a Page
Removing a Web Part From a Page
Modifying the Site Templates and Master Pages
Modifying the Style Sheets
Modifying the Logo and Graphics
About the KPI Column Settings
Updating List Views
Localizing PM Central
Additional Web Part Documentation
Please refer to the online documentation or the Additional Resources section for more detailed information.
Many users' questions relate to whether they can customize or modify the PM Central site templates. This section explains how the PM Central site templates work,
what happens during an upgrade, FAQs and additional information to help you understand how your customizations can impact the application.
The site templates can be customized; however, please read this section carefully before customizing the site templates or making other modifications. Some
modifications can break the application or cause errors. Other customizations will be lost after an upgrade.
The best practices cover a range of topics, so the content is divided into the following sections:
Recommended Best Practices for PM Central Customization
The Building Blocks of the PM Central Site Templates
What Happens During an Upgrade
Customizing the Master Page
What Customizations Are Possible?
Frequently Asked Questions (FAQs)
Don'ts When Customizing PM Central
In general, we recommend that you do the following:
1. Always back up your existing sites before making modifications.
2. Keep a detailed log of your changes.
TOP
Before you customize PM Central, make sure you understand how the PM Central site templates work and how modifications can impact them.
The site templates consist of:
Importing Data From Existing Lists
Running PM Central on an International Site
Customizing PM Central
Customization Best Practices and Frequently Asked Questions (FAQs)
Recommended Best Practices for PM Central Customization
The Building Blocks of the PM Central Site Templates
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