| Overview of the PM Central Hierarchy | Overview of the Portfolio Site |
|---|
NOTE: The Web Parts shown on the Department Summary page of department sites are the same as those on the Portfolio Summary page. The content displayed in the Web Parts will be determined by the department site’s filter configuration.
The Portfolio Summary tab and associated pages were added in PM Central 4.3.
| Name / Web Part | Description | |
|---|---|---|
| 1. | SharePoint Navigators | Provides a link to the Lessons Learned page |
| 2. | Portfolio Summary
Bamboo Chart Plus Web Part |
A visual representation of the number and percentage of projects created in the Portfolio by Project Status (Active, Pending, Cancelled and Completed). |
| 3. | SharePoint Navigators |
The Portfolio Summary tab displays the Task Summary and Milestone Summary charts associated with Active Projects by default. Users can view summaries for Pending Project, Completed Projects, Cancelled Projects and All Project views by clicking the respective icons.
|
| 4. | Task and Milestone Summary Charts
Bamboo Chart Plus Web Part |
The Task Summary and Milestone summary charts identify the number and percentages of tasks by status, and milestones by status, based on the status of the project.
|
| 5. | Lessons Learned
Bamboo Data-Viewer Web Part |
A rolled up display of lessons learned captured by the project team as part of project close-out or phase end. |
| Overview of the PM Central Hierarchy | Overview of the Portfolio Site |
|---|
The 
to access Central Actions in 2013
The SharePoint Site Actions menu provides shortcuts to commands commonly used when working with SharePoint sites. The command options you see depend on your permissions on the site.
The Project Summary displays high-level status information for each project, including % Complete, Project Start Date and Project End Date. This information, including the displayed KPI’s is maintained in the project site’s Project Health list. 
The Key Performance Indicators associated with the Project Health list provide insight into the health of projects. 
Consider removing the Bamboo Project Site – Custom with Sample Data from the selected templates. For more information about the template options click 
Use the Poll web part to conduct custom user polls and gather valuable voting feedback from your sites. This product contains two components that allow for online question management, result exporting, and the display of poll results in a color chart or graph style.
When PM Central is deployed there are a number of features that need to be activated at the Site Collection level before PM Central will be operable.
The Budget Work field must be manually populated with a value if you want to track work with the Budget Work Status KPI
The Budget Cost field must be manually populated with a value if you want to track project’s human cost with the associated Budget Cost Status KPI. 
These fields are populated with the system calculated total of (Time Entry) fields associated with project tasks when you Update All or Update Progress. 
With over twenty additional components and tools, PM Suite allows you to easily get the most out of your SharePoint-managed projects. With the PM Suite, you don’t just get Project Management Central, the world’s best SharePoint project management solution, you gain the ability to use many of the application’s powerful features — charting, task management, alerting, and much, much more — anywhere in SharePoint. With the additional tools and flexibility that comes with every PM Suite, you’re able to customize and extend Project Management Central as far as you’d like, enabling unlimited integration with your existing SharePoint environment, or simply adding needed functionality to the application itself. If you’re building a SharePoint project management solution, Project Management Central is the fastest, easiest way to get started… and with the PM Suite, there’s no limit to what you can accomplish! 
on the right of the toolbar to access Project Schedule Settings. 
When working with the PM Central Resource Reports keep in mind:
Click the document drop down arrow to access the standard SharePoint document library menu items.
Bamboo Suites are simple, cost-effective collections of SharePoint tools and components designed specifically to help you extend some of Bamboo’s most powerful business applications. With PM Suite you can proactively track, organize, maintain, and report statuses, tasks, risks, and issues for projects within an organization – allowing you to effectively communicate project expectations to team members and stakeholders in a clear, timely fashion from the task level to an executive summary.
To resize the pie chart in relation to the chart area, select a scale percentage.
Select a Picture Library to store user profile images. Images of your users can be stored in Active Directory Services, but you and your users might find it simpler to use a SharePoint picture library so that images can be updated easier and more often.
This section of the configuration tool pane allows you to specify the naming convention for new user groups that are created during site creation. If you are using a links list to track site URLs, you have the option to include new sites in that links list. And you can also hide the user permissions section so that users do not see it.
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The available actions are as follows:
Enter the Administrator Credentials for the Administrative Account used to reset passwords. This Administrator account must have the right to Manage Site Group and Create Cross Site Group within SharePoint. By default, this account has to be in the SharePoint’s Administrator group unless the account was granted the specific right to create and manage site and cross site groups.
Enter the user names or user groups separated by semi-colons for those users whom you do NOT want to be able to reset their passwords using this Web Part (for example, administrators, executives, or employees with access to sensitive data).
