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PMWeb Administrative Guide
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Table of Contents
INTRODUCTION
PMWEB ADMIN TOOL
Languages
PLANNING
Items
Formulas
Assemblies
NDA (Non Disclosure Agreement)
COST MANAGEMENT
Cost Codes
Define Worksheet(s)
SCHEDULING
Link Setup
Link Project Schedule without PMWeb Scheduling Module
ASSET MANAGEMENT
Configure Dispatch Board
Lease Charges
Location Programs
WORKFLOW
Overview
Roles
Business Processes (BPM)
Define Role Step
Define Branch Rule
Defaults
APM Rules - Conditional
Email Templates
PORTFOLIO
Reporting
BI Reporting
Adding/Editing BI Reports: Step 1
Adding/Editing BI Reports: Step 2
PMWeb Reporting
Adding/Editing Reports
Grouping within a Report
Adding Headers/Footers
PMWeb Calendar
Calendar Setup
Email
Email Home
Email Setup
Events
Events Center
Search
Lists
Projects
Adding a New Project: Step 1
Adding a New Project: Step 2
Copying Projects: Step 1
Copying Projects: Step 2
Copying Projects: Step 3
Project Center
Companies
Importing Companies
Periods
Close-Open Periods
Lists
Specifications
Define Checklists
Define Checklists: Step 1
Define Checklists: Step 2
User Defined Fields
Document Log
Distribution Lists
Setup
WBS
Adding WBS Codes
Linking WBS Codes to Records
Viewing WBS Records linked to a Project
PBS
Settings
General Settings
Show/Hide Tabs
Notifications Settings
Checklist Settings
Clause Settings
Collaborate
Audit Trail
Fields
Record Numbers
My Settings
Grids & Sub-grids
Manager Pages
Toolbox Settings
BI Reporting
Security
Define Groups
Define Users
User Access
Project Users
Conditional Security
Activity Monitor
Password Setup
External Users
Message Templates
Generating
Currency
Audit Trail
TOOLBOX
Stage Gate Setup
Custom Form
Designing the Custom Input Template
Selecting the Template Option
Viewing the Input Template
Vendor Prequalification
Designing Prequal Application
Setting up an External Account
Submitting a Vendor Application
Reviewing and Approving an Application
Document Manager