Datasheet

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. You must manually enter in this data.
5. At the top-level site, refresh the Project Portfolio Dashboard and Schedules.
After you have finished these steps, the top site's Project Summary, Project Summary List, Reports, All Tasks, My Summary, Issues and Risks are
automatically populated with data. The project site's Overview, My Summary and Issues are automatically populated with data.
For more detailed information on setting up PM Central, read 10 Steps to Using PM Central.
After PM Central has been installed and you have set up your permissions, you can begin using PM Central to manage your projects and team members.
Follow these 10 steps to begin using PM Central as soon as possible. Make sure you are logged in to an account that has Design or Full Control permission levels.
1. Create your top-level, or Portfolio, site.
 Go to the top level of your site collection where you want to create your new top-level site.
 From the top left side of the page, select Site Actions > New Site.
 Choose a template for your site by clicking one of the icons.
The two top-level site templates have the same features; only their appearance is different. Projects will inherit the portfolio template.
 Bamboo PM Central Top-Level Site:
10 Steps to Using PM Central
Page
5
of
104
Simple Print
12/16/2010
http://store.bamboosolutions.com/OnlineDoc/Print.aspx?NodeID=1780