Which PM Central site template should I use?

Which PM Central site template should I use?

Getting started with PM Central

PM Central includes several templates that provide different project management capabilities.

  • PMC Standard/Full Templates

  • PMC Lite Templates

  • PMC Stand-alone Templates

To an overview of the site templates is provided below. To see a feature comparison, click here.

PMC Standard/Full Templates
When to use:

Use the Full PM Central templates when you want to create sites that have all PM Central’s resource management, and reporting features activated by default.

  • Key information (project health, tasks, issues, risks, etc.) from project sites created under this top site will be automatically rolled up and displayed in the dashboards and summary views provided natively in the Portfolio site.

  • Full templates are available by default when PM Central is installed

Standard/Full templates available:

Portfolio Site

  • Bamboo PM Central Top Level Site – Custom Template

  • Bamboo PM Central Top Level Site

Icon-Warning IMPORTANT: There is no difference in the functionality offered by these templates. The only difference is the appearance of the site on creation. Click here for a preview.

NOTE: The look of any PM Central site can be modified after the site has been created by changing the site skin.

Department Site

  • Bamboo PM Central Department Level Site

Project Site

  • Bamboo PM Project Site – Custom Template

  • Bamboo PM Project Site

  • Bamboo PM Project Site – Custom Template – With sample data

  • Bamboo PM Project Site – With sample data

  • Bamboo PM Project Site – Discussion Board Plus Template
    The PM Central Discussion Board Plus template was added in PMC 4.3

NOTE:
1.A licensed copy of Discussion Board Plus (sold separately) is required to make the PM Central Discussion Board Plus Template available
2.Templates with sample data are provided to make testing PM Central easier. It is not recommended that these templates be used in production. For information on removing this template from the displayed options click here

To create a Standard/Full Portfolio site:
  1. Create a portfolio site using either the
    Bamboo PM Central Top Level Site – Custom Template or the Bamboo PM Central Top Level Site

  2. The following project and department sites can be used in association with a PM Central “Standard/Full” Portfolio:

  • Bamboo PM Central Department Level Site
  • Bamboo PM Central Department Level Site – Lite Template
  • Bamboo PM Project Site – Custom Template
  • Bamboo PM Project Site – Lite Template
PMC Lite Templates
When to use:

Use the provided Lite templates to create sites when your organization needs to manage multiple projects but does not need the resource management or reporting features provided with the Full templates.

  • Key information (project health, tasks, issues, risks, etc.) from project sites created under this top site will be automatically rolled up and displayed in the dashboards and summary views provided natively in the Portfolio site.

  • Lite templates are not available by default. The site collection feature for each Lite template must be activated to make the Lite template option(s) available.

NOTES:
1. Resource management and reporting capabilities can be enabled as needed
2.Custom sites created with the Lite template will not be available through the PM Central site creation tool. Information on creating and using Custom “Lite” templates is available here

Lite templates were added in PM Central 4.0

Lite templates available:

Portfolio Site

  • Bamboo PM Central Top Level Site – Lite Template

Department Site

  • Bamboo PM Central Department Level Site – Lite Template

Project Site

  • Bamboo PM Project Site – LiteTemplate
To create a Lite portfolio site:
  1. Create a portfolio site using the Bamboo PM Central Top Level Site – Lite Template.

NOTE: The Bamboo PM Central Top Level Site – Lite Template site collection feature must be activated to make this template available.

  1. The following project and department sites can be used in associated with a PM Central Lite Portfolio:
  • Bamboo PM Central Department Level Site – Lite Template
  • Bamboo Project Site – Lite Template
PMC Stand-alone Template
When to use: Stand-alone sites are intended to do just that: stand alone. These project sites are not connected to portfolio or department sites. Use this template when you want to create a project site allows you to monitor issues, risks, and tasks for a single project, but do not require a central dashboard for executives and managers to view the associated data.

Standalone templates were added in PM Central 4.0

Stand-alone templates available:

Project Site

  • Bamboo PM Central Project Site- Stand alone template
To create a Standalone PM Central site:
  1. Create a portfolio site using the Bamboo PM Central Project Site- Stand alone template

NOTES:
1.The Bamboo PM Central Project Site – Stand alone template site collection feature must be activated to make this template available.
2. Do not create a PM Central Stand-alone site within an existing portfolio site.