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This section is divided into the following areas:
 Managing SharePoint Sites
 Working With Projects and Lists
 Customization
Managing SharePoint Sites
1. How do I create a new top-level site or a workspace/project site in a site collection?
For information on creating new top-level or project sites, read 10 Steps to Using PM Central.
2. How do I determine who can see certain projects at the portfolio site?
At the portfolio site, users with Read permissions can see all projects in the Project Summary.
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
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
existing Lists
Add new Lists (e.g., project tasks list,
status reports, custom list, etc.) and
Document Libraries (Wiki,
Collaboration, translation, Shared
Documents folders, etc.)
Yes, it is OK. Yes, it is OK.
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. Therefore, you
will have to modify the Web Parts to add the
custom columns to the views again. Follow the
KB on adding columns to views in lists.
3 Change the look and feel of themes
and graphics
Yes, it is OK. No, it is not OK.
In R1.8 and older versions, if you replace the
original image with your own image and keep
the same name, after the upgrade, your logo
will still be there. Please follow the KB on
modifying the logo and graphics.
In R1.8 and older versions, if you modify the
CSS to display a different color or theme, this
modification will be gone after the upgrade.
This is because during the upgrade, the
application will back up your old master pages
and CSS files and replace with the new files
from the new build.
4 Add new navigation tabs on portfolio
and project sites
Yes, it is OK. Yes, it is OK.
After the upgrade, the
application will retain the
navigators list.
5 Create new pages from a Web Part
page in SharePoint
Yes, it is OK. Yes, it is OK with on the condition that new
pages should be stored under the
PMCentraPages list in the Document Libraries.
6 Modify the master page and CSS files
without using SharePoint Designer
Yes, it is OK. No, it is not OK.
In R1.8 and older versions, during the upgrade
the application will back up and replace the
master page and the CSS files with the ones
from the new build.
7 Add additional columns and views to
existing Lists, add new Lists, add
documents to the Document
Libraries, change logos and save the
template as a standard site template
to use for creating other project sites
Yes, it is OK. Yes, it is OK.
Add additional columns: OK after upgrade. You
will need to recreate the data source and re-do
the settings in the tool pane of the Web Parts.
Please follow the KB on creating new data
sources.
Change the logos: OK if you use the same file
name. Follow the KB on modifying the logo and
graphics.
Frequently Asked Questions (FAQs)
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