You can start using PM Compass in many different ways, depending on your role in the organization and your information needs. If you are a first-time user, below are some basic features of PM Compass that you should learn about. You can access the PM Compass features through the Navigation menu. Each feature has its own online help section that explains how it functions.
DashboardsThe dashboard is your "portal" into PM Compass, allowing you to create a personalized view of your business world. To learn about dashboards and dashparts, see the following topics: To learn about creating and customizing your own dashboard, see the following topics: |
WorkflowsWorkflows allow you to assign something to an individual outside of the schedule. To learn more about workflows and the different workflow types, see the following topics: To start working with workflows, see the following topics: |
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Modeling ChangesWhen a PM Compass project is integrated with a schedule, the change request typically involves changing the schedule. Model Changes allows you to load, model, and approve multiple workflows at a time. To learn more about modeling changes, see the following topics: |
Integration with Other ProductsThese topics include configuration and other information specific to the products you are integrating with PM Compass. |
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ProjectsThe Project Info Center allows you to view and manage the different projects that are integrated with PM Compass. To learn about projects in PM Compass, see the following topics: To start working with projects, see the following topics: |
ReportsPM Compass provides you with a wide range of reports that present information about all aspects of your projects. To learn about reports in PM Compass, see the following topics: To start working with reports, see the following topics: |
Alerts: The Alerts feature allows you to send and receive notifications for any pending tasks.
Data Mining: The Data Mining feature allows you to configure the data events that you want to include in the Data Mining reports.
General Import and Export: The General Import and Export feature allows you to import and export cost and schedule data in CSV format.
Workflow Type Configuration: Workflow Type Configuration allows you to define and customize workflow types.
Link Center: Link Center helps you manage the links to workflows, projects, control accounts, and activities.
List Tables: The List Tables feature allows you to store and manage the list of workflow categories and workflow priorities.
Process Log Viewer: The Process Log Viewer allows you to view information on the results of the process that PM Compass runs.
Process Server: Process Server allows you to manage the processes that run on the application server such as workflow and reports.
Project Visibility: Project Visibility allows you to make Cobra projects visible to PM Compass users.
Report Administration: This feature allows you to manage the different activities on the report server.
System Calendar: This feature allows you to identify the non-working days such as Saturdays, Sundays, and holidays.
System Settings: This feature allows you to define the default system-wide settings for your installation of PM Compass.
User-Defined Data: This feature allows you to add custom and source fields for workflow customization, the analysis view, and the progress view.
User Field Mapping: This feature allows you to designate the fields in your cost or scheduling system that contain user fields.
Workflow Notification Defaults: This feature allows you to set up the default notifications that PM Compass uses for the content of the email and dashalert that are used for the steps in a workflow.