Datasheet
Note: Both of these templates have the exact same functionality. The only difference is the templates' appearance. The project site template shares the same
color scheme as the portfolio site template.
5. Under Permission, decide if you want to use the same user permissions as the parent site or if you want to create unique user permissions.
6. Under Navigation and Navigation Inheritance, select No if you do not want to use the top link bar or the Quick Launch of the parent site.
7. Click Create.
8. You must add your resources before you create your project sites. If you try to create your project site before you add your resources, the portfolio and
project sites will not share data correctly, and other issues will occur.
Before you create your Project Site, you first must create your Enterprise Resource Pool in the Resources tab.
To create a Project Site, do the following:
1. Click the Central Actions button and select Add New Project.
2. Enter a Title for your project site.
3. Enter a description of your project site, if you want.
4. Select whether you want to use the same user permissions and users that the portfolio site has or if you want to create unique users and their permissions for
your project site.
5. Click Create.
You can also create the project site by going through the Site Actions > New Site and selecting the Project Site template.
The Project Site contains some sample data. You can edit or delete this data to update it with your own project data. The sample data is provided to help show how
PM Central works.
This is the default tab when you access the Portfolio Site. It shows a Welcome message (or a warning if you have not completed all the items in the configuration
checklist), a Project Summary and charts for the status of all Tasks, Issues and Milestones across all the projects listed in the Project Summary.
Creating a Project
Project Central Tab
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