Overview of the Portfolio’s PM Central Control Panel

Overview of the Portfolio’s PM Central Control Panel

Getting started with PM Central Overview of the Portfolio Site

Screen shot of the Central Actions drop down menu.
The PM Central Control Panel for portfolio sites provides a central location for users to manage the administrative functions of PM Central.

Users with Full Control or Design permissions can access the PM Central Control Panel from the Central Actions drop down menu.

When working with the PM Central Control Panel keep in mind:

  • The contents of the control panel are security trimmed so not all options will be visible to users with Design permissions. The table below identifies the permission level required to see specific links.

  • Portfolio sites created using the PM Central Lite template will not include links relating to the Reporting and Resource Management features. Additional information on the differences between the Full and Lite templates is available here

NOTE: The PM Central Control Panel was introduced with PM Central 4.0

PMC Control Panel – Full Control display

PM Central Control panel as seen by a user with Full Control

Visible to users with… Section
1. Full Control/ Limited options for users with Design Permissions PM Central General Settings
The links under PM Central General Settings allow the Administrator to configure alerts, change the site’s appearance and update general settings.
2. Full Control only

Application Actions
Screen shot of the Update Data page
The Update Data page lets site administrators run processes to update PM Central data that are otherwise updated by scheduled timer jobs.

From Update Portfolio Dashboard Mapping, click Refresh so the Gantt View of Active Projects
widget, found on the Overview tab, will be updated.
Image of the Portfolio Dashboard Mapping Refresh button
Icon-Warning IMPORTANT: You must manually refresh the Portfolio Dashboard mapping to update the Gantt View of Active Projects.

3. Full Control / Design Resource Center
The Resource Management link takes users into the Resource Center giving access to the Enterprise Resource Pool, Resource Allocation and Capacity Planning reports and Resource Assignments.
4. Full Control/ Design The links under PM Central Help provides general information to aid the administrator with the configuration and maintenance of PM Central.
5. Full Control only

Application Integration
Time tracking and management integration will only be available if the Bamboo Time Tracking and Management (TTM) application is installed on your farm. Integrating the applications will allow users to create timesheets for the hours worked on project tasks.

Enter the URL to the existing TTM site that will be used for tracking time against tasks.
Image of the TTM site URL field
An additional page, My Timesheets, will be available under the My Summary tab when the PM Central and TTM are integrated.

1.If the TTM site is in the same site collection, enter the URL as a relative page reference(./site of ../site). If the site is in another site collection of Web application, enter an absolute page reference (http://server/site)
2. Additional configuration will be required in TTM to complete the connection to PM Central.
3. The Time Tracking and Management application is sold separately.

6. Full Control / Design Report Center
The View Reports link takes users to the Reports Center where a number of predefined reports are available
7. Full Control / Design PM Central Information
Look at the File Version to determine what version of PM Central is installed in your farm.