PM3
PM3 is a portfolio, programme and project management tool that helps you run everything from simple projects to business change programmes.
PM3 Admin
- Logs Accessibility Management
- Log Definitions
- Enabling Azure Single Sign for PM3
- Cost Categories
- Attachment Unlock
- Importing Benefits Definitions/Plan
- Red Line Definition
- Plan Team Custom Field Names
- Governance Periods
- Plan Description Custom Field Names
- Plan Status Definitions
- Portfolio Fields
- Cost Category Names
- Benefit Definitions
- Font Settings
- Benefits Custom Names (Benefits Fields)
- Plan Details Custom Field Names
- Licences
- Action Categories
- Logo Settings
- Plan Stakeholder Management Custom Field Names
- Portfolio Details Custom Field Names
- Overall Report Profile
- Date & Time Settings
- Notifications
- Plan Details Fixed Fields
- Documentation
- Plan Stakeholder Management Definitions
- Portfolio Finances Custom Drawdown Names
- Partition Access
- Resource Capacity Planning
- Currency
- SharePoint Integration
- Security
- Email Settings
- Workflow Status Names
- Financial Status Settings
- UI Groups
- Status Definitions
- Profile Pictures
- Partition Global Admin Settings
- Global Portfolios
- Agile Definitions
- Plan Type Names
- Gateway Definitions
- Value/Exposure tab names
- Authorisation Settings
- Plan Governance Custom Field Names
- Partitions Overview
- Financial Status Import
- Partition Access Summary
- RAG Settings
- User Management
- Delivery Exposure Definitions
- Plan Value Definitions
- Partition Management
- Partition Specific Admin Settings
- Periods Definition
- Plan Details Radio Button Fields
- Impact Assessment Definitions
- Microsoft Teams Integration
- PM3 Introduction
- Plan Fields
- Risks & Issues Settings
PM3 End User
- Understanding Milestone Dates & Their Relationship with the Gantt Chart
- Gantt Chart - Adding a Task
- Demote Issue
- Gantt Chart – Moving Tasks
- Gantt Chart – Indent/Outdent rows for Summary Grouping
- Gantt Chart - Delete Summary Task
- Gantt Chart - Add a Summary Task
- Add a Milestone
- Gantt Chart
- Add Financials
- Add Log
- Prioritise Issue
- Issues Page
- Delete Issue
- Programme
- Plan
- Financial Status
- Promote Risk
- Promote Issue
- Demote Risk
- Change Risk
- Convert Risk to an Issue
- Add a Risk/Issue
- Risks
- Portfolio Details page
- Resource Capacity vs Demand
- Resource Details
- Jira / Excel Import
- Importing from Microsoft Project to PM3
- Gateways for Import-Export
- Gantt Integration with Resources
- Promote Milestone
- Re-importing MS Project files
- Exporting from PM3 into Microsoft Project
- Repeated imports and Import-Export Cycles
- Resource Approvals
- Plan Access Levels
- Milestones
- Workstream
- Change Milestone
- Copy Project
- Organisational Portfolios
- Change Sub Action
- Remove Programme from a Portfolio
- Personal Portfolio
- Open BCP
- Change Work Breakdown Structure
- Skills
- Gantt – Summary Tasks
- Demote Milestone
- Creating Plans
- Add Plan to a Portfolio
- Change Action
- Portfolio
- Plan Status
- Merged Date
- Milestone Planned Date
- Last Updated
- Role Membership
- Refresh Gateways
- Portfolio Priority Matrix
- Add a Progress Report
- Add an Action
- Gantt Chart
- Financial Details Upload
- Dashboard
- Dashboard – Workflow Status dashlet
- Notifications
- Add Dependency
- Alerts
- Add Workstream to a Plan
- Change Workflow Status
- Add a Programme/Project to a Portfolio
- Detach Programme from BCP
- Open Portfolio
- Export
- Password Reset
- Add Attachment
- Details Page
- Percent Complete of a Plan
- Change Headings on Screens
- Add Plan Details
- Change Plan Details
- Access Permissions
- Change Workstream
- Add Plans to a Portfolio
- Gateways
- Governance Tab
- Custom Reporting
- Add Plan Description
- Benefits
- Financial Status Upload
- Change Dependency
- Financial Management
- Add a Portfolio
- Delete Benefit
- Agile
- Partitions
- Actions
- Archiving Portfolios
- Add a BCP (Business Change Programme)
- Add Plan Access Permissions
- Benefit Units
- Dependency
- Add Delivery Status
- Creating Portfolios
- Delivery Status
- Add BCP to Portfolio
- Delete Action
- Broadcasts/Reminders
- Impact Assessment
- Hide Completed Milestones
- Detach Project from a Programme
- Access Denied
- Outcome-Driven Project Management (ODPM)
- Add Benefit
- Attach a Programme to a BCP
- Export Project to PM3Time
- BCP
- Mnemonic Plan Code
- Change Plan Access Permissions
- Change Plan Delivery Status
- Add a Workflow Status to a Plan
- Change Plan Report Recipient
- Azure Login
- Lessons Learnt
- Delete BCP/Programme/Project
- Issue
- Change Plan Task
- Add a Programme/Project/BCP
- Change Plan Description
- Create Work Breakdown Structure (WBS)
- Issue Status
- Locked out of an account
- Hide Resources
- Attach a Project to a Programme
- Resource Summary
- Root Portfolio
- Red Line
- Sorting
- System Access Levels
- Period Ending Date
- Revised Date
- Report Client Logo's
- Schedule Variance
- Plan Dates
- Promotion Pyramid
- Percent Complete of a Task
- Report Preview
- PM3 Basic Concepts
- Portfolio Finances Tab
- Remove Attachment
- Plan Delivery Status
- Traffic Lights
- Project
- WBS
- Table Views
- Statutory Holiday
- Portfolio Benefits tab
- Remove a Portfolio from another Portfolio
- Plan Description Page
- Report Archive
- Refresh Status Definitions
- Priority Matrix
- Report Frequency
- Portfolio Console
- Stakeholder Management
- Profile Pictures
- Propagating Plans to Sites
- Remove BCP from a Portfolio
- Rename a Project/Programme/BCP/Portfolio
- Roles
- Unlock Plan
- Revision History (Changes for Plan Revised Dates)
- Resourcing Tab
- Resource Capacity
- Resource Capacity Breakdown
- Portfolio Access Levels
- Remove Plan Access Permissions
- Value and Exposure Pages
- Resource Manager Access
- Genie
- Workflow Status