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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Model settings

Model settings

‣
Templates
ProjectProject
Project

Configure project templates.

PhasePhase
Phase

Configure phase models.

milestonemilestone
milestone

Configure milestone templates.

exchangeexchange
exchange

Configure exchange models.

tasktask
task

Configure task templates.

RequestRequest
Request

Configure request templates.

‣
Views
ViewsViews
Views
‣
Dashboards
PlatformPlatform
Platform

Configure platform dashboards.

ProjectProject
Project

Configure project dashboards.

portfolioportfolio
portfolio

Configure portfolio dashboards.

‣
Slideshow templates
Slideshow templatesSlideshow templates
Slideshow templates
‣
Web summary sheets
ProjectProject
Project

Set up cards to summarize key project information.

Phase / milestonePhase / milestone
Phase / milestone

Set up cards to summarize key information about a milestone.

‣
document summary sheets
document summary sheetsdocument summary sheets
document summary sheets
‣
Automations and workflows
AutomationsAutomations
Automations

View a library of ready-to-use processes.

WorkflowsWorkflows
Workflows

Add and consult customized platform processes.

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