Using the Central Actions menu

The Central Actions menu provides quick access to areas where common activities are performed on the site. The specific options available to users from the Central Actions menu are determined by SharePoint Permissions.

NOTES:
1. Items marked with an asterisk (*) are made available by default with the Enhanced Central Actions Menu feature . This feature may have been disabled by your administrator.
2. Use the bulls eye icon to access the Central Actions menu on SharePoint 2013

Central Actions for the Portfolio Site

Description
Add New Project: Available to users with the Full Control permission level, or users who have been specifically granted the Create Sub Sites SharePoint permission. The link takes users to the Site Creation tool in PM Central.
View All Site Content: Displays a list of links to the settings pages for site lists and libraries. The list is visible to all users, but access is denied to users who do not have Design or Full Control permissions.
Lists: Displays the SharePoint view of all site content. Access to content is controlled by SharePoint permissions.
Help: A shortcut to the Help tab, which displays customizable text and links to PM Central online documentation and support resources.
Request Project Site & Request Project Lite Site: Allows users without access to the Add New Project option, or companies who have an approval process for new project sites, to submit a project site request for approval. NOTE: Project approval routing features are available, including automated project site creation, if Workflow Conductor (sold separately) is installed.
PM Central Control Panel: Access settings for the current PM Central Portfolio site. Only available to users with Full Control or Design permissions on the site.

Central Actions for the Department Site

Description
Add New Project: Provides a link to the site creation tool on the Portfolio site.
View All Site Content: Displays a list of links to the settings pages for site lists and libraries. The list is visible to all users, but access is denied to users who do not have Design or Full Control permissions.
Lists: Displays the SharePoint view of all site content. Access to content is controlled by SharePoint permissions.
Help A shortcut to the Help tab, which displays customizable text and links to PM Central online documentation and support resources.
PM Central Control Panel:Access settings for the current PM Central Department site. Only available to users with Full Control or Design permissions on the site.

Central Actions for the Project Site

Description
Go to Top Site Return to the top-level portfolio site.
View All Site Content & Lists as described above
Add New Task: Opens the New Tasks form. Tasks can be viewed and edited from the Tasks and My Summary tabs.
Add New Issue & Add New Risk: Opens the New forms for the requested list. Issues and Risks can be viewed and edited from the Issues & Risks tab.
Submit Change Request: Opens the New Change Request form. Change requests can be viewed and edited from the Overview tab. NOTE: Change Request approval routing features are available if Bamboo’s Workflow Conductor (sold separately) is installed.
PM Central Control Panel: Access settings for the current PM Central Project site. Only visible to users with Full Control or Design permissions on the site.