Manage platform users.
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Configure rights in general, hierarchical and project roles.
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View thehistory user actions.
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Configure public project filters.
Configure public resource filters.
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Configure public task filters.
Configure public exchange filters.
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Configure project filters.
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Configure your resource filters.
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Configure your task filters.
Configure your exchange filters.
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Configure project templates.
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Configure phase models.
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Configure milestone templates.
Configure exchange models.
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Configure task templates.
Configure request templates.
Configure platform home pages.
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Configure project home pages.
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Configure portfolio home pages.
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Set up cards to summarize key project information.
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Set up cards to summarize key information about a milestone.
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View a library of ready-to-use processes.
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Add and consult customized platform processes.
Configure platform attributes.
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Configure project attributes.
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Configure phase and milestone attributes.
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Configure portfolio attributes.
Configureexchange attributes.
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Configure financial document attributes.
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Configure task attributes.
Configure request attributes.
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Group project attributes.
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Group phase and milestone attributes.
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Group portfolio attributes.
Groupexchange attributes.
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Group task attributes.
Group application attributes.
Set up budgets to be allocated to projects.
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Categorize financial documents by type.
Group budgets by set of projected expenses.
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Set up analytical axes to consolidate budget values.
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Configure budget structures.
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Set up budget categories based on parameter structures.
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Configure resources to be assigned to projects.
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Set up profiles to consolidate resources.
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Configure resource structures.
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Configure resource categories based on parameter structures.
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Set up indicators to be assigned to projects.
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Configure indicator structures.
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Configure indicator categories based on parameter structures.
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Configure risks to be assigned to projects.
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Configure risk structures.
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Configure risk categories based on parameter structures.
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Export project data.
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Export phase data.
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Export milestone data.
Export resource data.
Export planned resource data.
Export resource planning data by period.
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Export activity entries by period.
Export platform users.
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Export platform roles.
Track user actions with graphs and exports.
Export project budget data.
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Export financial documents.
Export requests for one or more budget versions.
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Export tasks.
Export exchanges.
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Exporting risks.
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Export platform indicators.
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Export project indicators.
Export requests.
Export quotes.
Export invoices.
Export revenues.
Import budgets.
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Import attributes, hierarchy values and risks.
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Import projects.
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Import resources.
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Import indicators.
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Import tasks.
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Import MS Project files to create projects.
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Capture data at a precise moment in time.
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Select data types before launching snapshots.
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Configure platform settings.
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Manage languages, date formats and labels.
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View platform license consumption.
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Set up hierarchical, resource and platform calendars.
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Set up time periods for the platform.
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schedule an e-mail to be sent when tasks reach their deadline.
Monitor the progress of actions launched on the platform.
Configure SSO with SAML2.
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Configuring SSO with OpenIdConnect
Use Project Monitor's Business Intelligence module.
Consult the platform's availability percentages.
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Notify a third-party application when an event occurs.
Useful links
Technical memos
List of rights
Manage resources
Manage budgets
Manage risks