PPM Pro Administrator Documentation
Overview
Controlling Access: Groups, Teams, and Profile-Based Permissions
Setting Up Entities
- Self-Service Administration (SSA)
- Self-Serve Admin Workflow
- Determining Field Values: Order of Precedence
- Required vs Mandatory Fields
- Configure Searchable Fields
- Changing Filter, Report, and Dashboard Ownership
- Importing Entity Data
- Card View Setup
- Project Logs/Issues
- Portfolios and Assets
- Projects
- Requests
- Tasks
Managing Lookup Lists and Status Lists
Setting up Managed Staffing
Working with Health Profiles
Creating Scoring Profiles
Reference
Default Entity Fields
Multi-Currency Support
- Multi-Currency: Getting Started
- Multi-Currency Overview
- Currency Permissions
- Effective Dates for Currency Exchange Rates
- Creating Currency Tables
- Assigning a Currency to a Project
- Assigning a Currency to a Request
- Assigning a Currency to Roles and Resources
- Multi-Currency and Reports, Dashboards and Filters