Datasheet
that they would see when reading the list normally; if they do not have permission to view the list, they do not see any data. If the list uses item-level
permissions, certain display elements within the site such as charts may look different to users with varying permissions. For more information about user
permissions and security within PM Central, read the Security and Permission Levels section.
We recommend that you assign the following permissions to these groups:
Administrators: Full Control
Project Managers: Design (to add new project sites and to create and edit new tasks and other list items)
Team Members: Contribute (to create and edit new tasks and other list items)
Visitors: Read-only access
3. How do I set up a group?
From the Settings tab, select Manage Groups.
4. How do I add users?
From the Settings tab, select Manage Users.
5. If I accidentally delete the Alert Plus Web Part, how do I get it back, or where can I get another copy?
If you remove the Alert Plus Web Part by accident, simply re-add it to the page by selecting Site Actions > Edit Page > Add a Web Part. Alert Plus
automatically uses the existing alert data from the Configuration Checklist, so your existing alerts will work again.
6. What do I need to do with the Alert Plus Web Part in order to set up alerts?
From the portfolio site's Settings tab, select Alerts Setup. From the Alert Plus Web Part page, select Edit Web Part. In the configuration tool pane,
update the URL location of Alert Plus Subscriber Web Service. (The default URL is
http://servername/Bamboo.AlertPlusSubscriber/BambooAlertSubscriberService.asmx). You need to enter the domain of your server and a SharePoint account
that has administrative rights to the current site. Click Apply and then OK. For more information, read Configuring the Alert Plus and Alert Subscriber Web
Parts.
7. How do I change permissions for the Project Team so that only certain users can see the business phone number?
This feature is not supported in the current release.
8. I do not see some of the projects on the portfolio site. How do I add them?
After you create the new project, allow about 10 minutes for the new project to show up in the Project Summary. If the project site is already created and is
still not showing up, you may want to delete it and then re-create it.
9. How do I set the permissions for my team members?
From the Settings tab, select Manage Users. Select New and choose the group(s) to which the user(s) should be granted access. Use the Settings button
to edit the group's settings or to view its permissions.
Working With Projects and Lists
1. On the My Summary tab, how do I change the name of the default tab to something other than “My Tasks?”
To change the default view, you must modify a script on the page using SharePoint Designer. Currently, there is no way for end users to change the name of
the tab directly from the user interface.
2. On the My Summary tab, how do I add a new view?
To add a new view, you must modify the HTML on the page using SharePoint Designer. Currently there is no way for end
users to add new views directly from
the user interface.
3. How do I set up alerts/reminders?
From the portfolio site's Settings tab, select Alerts Setup. Then, from the Alert Plus Web Part page, you can edit existing items or create new ones. More
information is available in the Alert Plus online documentation.
4. How do I change the type of chart that is displayed, for example: from a pie chart to a bar chart?
For information on customizing the charts, read KB.12448: How To Customize Charts in the Chart Plus Web Part.
5. How do I remove a chart or add another chart?
From the Site Actions menu, select Edit Page. To add a chart, select Add a Web Part on the page where you want the chart to go. From the ribbon at the
top, select Bamboo Solutions > Bamboo Chart Plus Web Part. To delete a chart, navigate to the chart you want to delete. Click the arrow on the right of
the Web Part's title bar, then select Delete.
6. How do I add or remove a project to/from the Project Summary?
From the project site (NOT the portfolio site), select Site Actions > Site Settings. Then select Delete this site from the Site Actions section. You need
Full Control permissions to delete a project site.
To create a new project site, navigate to the portfolio site and select Central Actions > Add New Project. Enter the Title and Description, choose your
Permissions and click Create.
If you do not want to delete the project site, but you do not want it to show up on the portfolio site's Project Summary, you can remove it from the Project
Health List at the project-site level. Navigate to the project site and select the Settings tab. Then select Project Info Lists Settings. Select the project
you want to remove from the Project Summary and select Delete.
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