Overview of the PM Central Project Site

Overview of PM Central Hierarchy

The Project Site is a sub site of the portfolio site and is designed to have its data rolled up to the portfolio site for a comprehensive status of all projects in your portfolio. Its enhanced template supports uniform project data input, visualization of task, issue and risk status, along with a file explorer-type interface for document management, and a built in discussion board.

On each page of the project site you will see:

The 7 default navigation tabs for the project site

	Name / Web Part	Description
1.	Project Site Navigators SharePoint Navigators	The seven default items in the Project Site Navigator view of the Project Site Navigators list make up the project site’s top level navigation. The tabs take users to different aspx pages that contain Web Parts that are used to display specific content relevant to the project. Project Home Overview My Summary Tasks Issues and Risks Documents Discussions
2.	Central Actions Menu	The Central Actions menu provides quick access to areas where common activities are performed on the site, including Adding a New Task and the PM Central Control Panel. Keep In Mind: 1. Use the bulls eye icon to access Central Actions in 2013 2. Users must have Design permissions or higher on the site to see the PM Central Control Panel in the Central Actions menu 3. Quick links to commonly accessed forms are part of the Enhanced Central Actions menu.
3.	Site Actions Menu	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. Notes: 1. New Sites should be created using the PM Central Site Creation Plus tool NOT from SharePoint’s New Site page 2. A list of Site Contents is available here

Name / Web Part

Description

Project Site Navigators

SharePoint Navigators

The seven default items in the Project Site Navigator view of the Project Site Navigators list make up the project site’s top level navigation.

The tabs take users to different aspx pages that contain Web Parts that are used to display specific content relevant to the project.

Central Actions Menu

Central Actions drop down menu The Central Actions menu provides quick access to areas where common activities are performed on the site, including Adding a New Task and the PM Central Control Panel.

Keep In Mind:
1. Use the bulls eye icon Bullseye icon to access Central Actions in 2013
2. Users must have Design permissions or higher on the site to see the PM Central Control Panel in the Central Actions menu
3. Quick links to commonly accessed forms are part of the Enhanced Central Actions menu.

Site Actions Menu

Site Actions drop down menu 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.

Notes:
1. New Sites should be created using the PM Central Site Creation Plus tool NOT from SharePoint’s New Site page
2. A list of Site Contents is available here

Overview of PM Central Hierarchy