Before you begin, review your configuration settings.
Configure Your Cobra Project: Change management and cost progressing in PM Compass require specific data configurations. This topic provides information about restoring a template Cobra project with correct classes, cost sets, and also restoring a correctly configured Integration Wizard Configuration (IWC) file. You can copy these to other projects to ensure that you have the correct settings.
Configure PM Compass: After installing PM Compass, there are several tasks that you need to complete before you start to use PM Compass. This topic provides an overview of these tasks as well as links to additional information and steps.
Integration with Other Products: This section includes configuration and other information specific to the products that you are integrating with PM Compass.
Learn more about the many features and capabilities offered in PM Compass.
PM Compass features: This topic is ideal for first-time users and provides links to information about some of the basic PM Compass features and tasks.
Setting user preferences: This topic provides links to setting user preferences and delegating user assignments on the User Preferences dialog box.
EPM Security models for PM Compass: This topic includes information about defining PM Compass security using Deltek EPM Security Administrator.
Workflow: This topic describes workflow and how to use it for review, approval, or other workflow processing.
Model Changes: This topic describes the modeling changes feature.
Navigating through the application: This topic provides an overview of the Navigation menu.
Change Password: This topic outlines the steps to change your password.
Help system navigation: This topic includes information about navigating through the PM Compass help system.