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
- Project Logs/Issues
- Portfolios and Assets
- Projects
- Project Financial Entries
- Requests
- Request Field Mapping (legacy)
- Request Gates (legacy)
- Request Types (legacy): Getting Started
- Tasks
Managing Lookup Lists and Status Lists
Setting up Managed Staffing
Creating and Mapping Health Profiles
Creating Scoring Profiles
Reference
Default Entity Fields
Multi-Currency Support