A quick guide to setting up PM Central

Configuring PM Central

Follow these steps so you can quickly start using PM Central to manage your projects:

Note: You will need to be logged in to an account that has the SharePoint Full Control permission level to complete many of the steps below.

Step	Action
1.	Important: Read this before you create a PM Central Portfolio or Stand-alone site.
2.	Determine which of the PM Central Template options will best meet the needs of your organization. NOTES: 1. PM Central uses StandardFull templates by default. 2. If you elect to use the Lite or Stand-alone templates you will need to activate the related Site Collection feature.
3.	Create the Portfolio (or Stand-alone) site.
4.	Complete the Portfolio site’s Configuration Checklist. NOTE: If you created a Stand-alone site in the step above, complete the site’s configuration check list then skip ahead to Step 7.
5.	Create a Project Site.
6.	Complete the Project Site’s Configuration Checklist.
8.	Optional: Create and configure PM Central department sites to provide a filtered view of the portfolio.