PPM Pro Entities
Creating Divisions (was Business Unit)
Creating Departments (was Program)
Portfolios and Applications
- Stepping Into Portfolio Management
- About Portfolios
- About Applications
- Working with the Portfolios List page
- Printing the Portfolios List
- Creating Portfolios
- Editing and Deleting Portfolios
- Portfolio Finances
- Adding an Asset to a Portfolio
- Associating Portfolios to Projects and Hierarchy Units
- Creating and Moving Sub-Portfolios
- Reporting Against Projects Included in Multiple Portfolios
Tasks
- About Tasks
- Using Tasks for Iterative Work
- Working with the Task List
- Using the Spreadsheet-Style Task Editor
- Using the Task Gantt Chart
- Using the Task Timeline
- Calculating Project and Task % Complete
- Managing Tasks with PPM Pro for Mobile
- Task Basics
- Task Schedules and Estimates
- Task Costs, Revenue, and Budgets
- Dates
- Dependencies
- Constraints
Requests
- Request FAQs - End User
- About Requests
- Managing Requests (Workflow)
- Working with the Requests List
- Working with the Card View
- Creating, Editing, and Deleting Requests
- Copying Requests
- Tracking the Progress of a Request
- Associating Entities
- Creating New Entities From Requests
- Request Notes and Attachments
- Scoring Requests