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PM Central – My Summary Tab

PM Central – My Summary Tab

Overview of the PM Central Hierarchy

The My Summary tab can be found at each level of the PM Central hierarchy and provides a summary of the tasks, overdue tasks, active issues and active risks that are assigned to the logged-in user.

My Summary page on the Portfolio Site

When working with the My Summary pages keep in mind:

  • When the My Summary pages are accessed from the portfolio or department sites, tasks will appear grouped by the Project Name
  • The content displayed is determined by where you are in the PM Central hierarchy when you access the My Summary pages:
    What you see where

 Name / Web Part Description
1. My Status

PM Central Custom Web Part

 This custom Web Part located at the top of the page displays the number of tasks, overdue tasks, active issues and active risks that are assigned to the logged-in user.Logged in user details on the page
2. SharePoint Navigators

Each of the tabs will take the user to a different display page. Users can see:

  • My Tasks: A display of all the tasks assigned to the logged in user.

  • My Tasks Due This Week: Displays tasks assigned to the logged in user that are due this week.

  • My Overdue Tasks: Displays tasks that are overdue and assigned to the logged in user.

  • My Active Issues: Displays all issues with an active status that are assigned to the logged in user.

  • My Active Risks: Risks that have an active status that are assigned to the logged in user.

NOTE: If PM Central is integrated with Bamboo Time Tracking and Management (TTM), an additional tab, My Timesheets will be also be displayed under My Summary, providing access to the TTM site.

3. Bamboo Data-Viewer Web Part

Each page accessed from the My Summary navigators will have a Data-Viewer web part configured to reference a specific list rollup schema.

  • For information about working with the Data-Viewer web part, click here.