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Define PMBOK Guide Accelerator-Specific Project Properties

Use the PMBOK Guide Accelerator-specific fields on the project properties page to define the project. Specify the portlets and data to display on the project dashboard page, define the phase, identify the resources to review the documents, and update project plan in change request for review and approval.

Follow these steps:

  1. Open the project.

    The project properties page appears.

  2. Define the following field in the General section:
    Page Layout

    Specifies the page layout to view project or program data.

    Values:

    • Program Layout. Use the layout to view budget data on the project dashboard page.
    • Project Default Layout. Use the layout to view the default labor and team utilization charts on the project dashboard page.
    • Program Status Dashboard. Use the layout to view PMO program-specific data on the project dashboard page. This layout is only available if you have installed the PMO Accelerator add-in.

      See the PMO Accelerator for more information.

    • Project Status Dashboard. Use this layout to view PMO project-specific data on the project dashboard page. This layout is only available if you have installed the PMO Accelerator add-in.

      See the PMO Accelerator for more information.

    • PMBOK® Guide Layout. Use this layout to display the PMBOK Guide-specific data on the project dashboard page.

    Default: PMBOK® Guide Layout

    Phase

    The phase for this project. This metric is used in portfolio management analysis.

    Values:

    • New Product Development
    • Six Sigma (DMADV)
    • Design for Six Sigma (IDOV)
    • Six Sigma
    • Standard. Choose from the following phases: Requirements, Design, Build, Test, and Launch.

    Default: Requirements

  3. Complete the following fields in the Reviewers section, and save:
    Reviewers

    Specifies the names of the resources responsible for reviewing and/or approving the project PMBOK Guide documents.

    Note: Define at least one resource as a reviewer. Otherwise, action items are not sent during the review or approval process. You can later define a reviewer to trigger the process to send an action item.

    Change Control Board

    Specifies the names of the resources who are members of the change control board. The resources are responsible for reviewing and approving project plan updates included in change requests.