Project Portfolio & Resource Management
Set up your organization and departments
Establish ownership and planning rules before adding project demand.
Steps to follow
- 1
Use the organization setup checklist to create departments and configure PMO reviewers and approvers. Buying a plan does not assign these responsibilities automatically.
- 2
Create strategic initiatives. Set weekly working hours, project availability, health thresholds, timezone and approval rules. Choose primary and backup allocation approvers for each department.
- 3
Invite the appropriate people, then create or import resources and projects. Check ownership and dates before requesting resource hours.