Datasheet

About Central Actions for the Portfolio Site
Creating the Portfolio Site
Creating a Project
Project Central Tab
My Summary Tab
Resources Tab
Risks Tab
Schedules Tab
Issues Tab
Reporting Tab
Settings Tab
Help Tab
At the Portfolio Site
The Central Actions drop-down menu allows you to add a new project to the site; access all of the lists, libraries and content in the site; access just the
lists in the
site; and get help with the site (through a link to the Help tab).
If you do not have Design or Full Control permission levels to the Portfolio Site, the Add New Project menu option is not available. You can still view the site
content and lists, but you cannot modify or delete them.
At the Project Site
The Central Actions drop-down menu allows you to go to the top site (i.e. Portfolio site), access all of the lists, libraries and content in the site, and access just the
lists in the site.
If you do not have Design or Full Control permision levels to the Project Site, the Site Actions drop-down menu is not available. From the Central Actions drop-
down menu, you can still view the site content and lists, but you cannot modify or delete them.
After you have installed PM Central and you have determined what your users' permission levels are, you are ready to create your top-level site.
To create the portfolio, or top-level, site:
1. Make sure you are logged in with an account that has Full Control permission levels.
2. Open the Web Application where you want to use PM Central. From the left-hand side of the page, click Site Actions > New Site.
About the Central Actions Tab
Creating the Portfolio Site
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