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