How to Use ProjectManager.com to Manage IT Projects
Projectmanager.com is an easy-to-use project portfolio management application, which allows Information Technology (IT) to track the status of major IT projects. It has a look and feel like MS Project and is located in Pepperdine's hosted web environment at Projectmanager.com.
Users can create meaningful dashboards of IT projects by learning five basic features in Projectmanager.com:
- Login to Projectmanager.com
- Create a project
- Move your project into your department's project group
- Email tasks to your project team members
- Review Dashboards
Users should update their projects at least once a week in Projectmanager.com.
Please follow the documentation for these five features below. If you need additional support or clarification, it can be found by clicking on the "support" icon in the upper right corner of most Projectmanager.com application windows.
After your supervisor authorizes your Projectmanager.com user license, Pepperdine's
administrator will send you an email from Projectmanager.com, which will provide you
with your User ID and password-creation instructions. Please create a password that is unrelated to your Pepperdine University domain password.
- There are at least three different ways to create a project:
- Via the "Welcome" tab
- Via the "New" tab
- Via the "Circle Menu"
Also note that the "Help" or "Support" icons are conveniently located on the upper right corner of most pages
- After clicking on the "create a project" icon, you will be taken to a project information
menu where you will fill in some of the details of your project. Mandatory fields
are: Project Name, Description, Project Manager's Name, Priority, Status, and Short Name of your project. Other fields are optional or should be discussed with your supervisor.
- To edit the names of project managers or to add a PM that doesn't appear in the drop-down
menu, click on the "pencil" icon adjacent to the project manager field. This will
open the "Edit Project Managers" menu.
After you fill in the project details page, you will be automatically sent to an MS PROJECT-like interface or "Task List" where you will be prompted to enter the first task of your project. After entering your project tasks and clicking on the "save" icon, you can view a dashboard of your project by clicking in the dashboard icon. You can come back to the task list page or edit your project's tasks at any time. Below is a sample Task List:
To back-up your project to another location: Open your project's task list; click on the "Export" icon located on the right side of the top horizontal menu and select your preferred
export format from the "Export" pop-up menu. You will then be prompted to save it to your desktop or other preferred
location. Although Projectmanager.com backs up their servers daily, we should back-up
our projects, especially our large projects, periodically.
To learn more features on creating and managing projects, please watch these brief videos:
Video Tutorials: http://www.projectmanager.com/project-management-courses
- Open your project by showing its task list as shown below. The short-name for this
sample is called "IO Portal..."
- Click on the "All" tab, then click on the "Projects" tab. A list of I.T. department
folders (aka "groups" or "portfolios") should appear on the left as shown below, i.e.,
BI Dept.; Client Services Dept.; EIS Dept.; etc.
- Within the department group list on the left, click & highlight the top "Projects"
group. When this top group is highlighted as shown below, a list of projects should
appear on the right. These are usually projects that have not yet been moved into
a departmental group folder.
- To move your project into your department's group folder, make sure that the "Projects"
group at the top of the department folder list on the left is still highlighted then
click on the box next to your project. In this example, we see the long-name of the
project we want to move: "IO Portal Creation" and you will want to check the box next
to its name.
- Drag and Drop your project into the desired folder (this is the shortcut). Or, you
may: note the sub-menu called "Projects, Templates & Groups." Within this sub-menu,
click on the "Move" icon. This will cause a pop-up menu to appear which shows a list
of all of our department groups. This menu is called the "Move Projects to Group"
- Within the "Move Projects to Group" pop-up menu, click & highlight the departmental group
where you want to move your project, then click on "ok." In the image below the project
called "IO Portal Creation" is being moved to the "Systems & Networking" group.
- Verify that your project has moved to the correct group by clicking on your department's
group folder and seeing your project among the other projects for your department.
Below we see that the "IO Portal Creation" project has been successfully moved to
the "Systems and Networking Dept." group folder.
- If you head a department and have the appropriate access rights, you can view a dashboard
of all of the projects within your department group by: right-clicking on your department's group folder; clicking on "open" which opens a window of all of your department's projects; then clicking on the
Make sure that only your department's projects show up on your department's dashboard rather than *all* projects in I.T. If all projects in I.T. show up in a dashboard, it simply means that you've opened a global listing of *all* projects in the "Pepperdine-IT" hosted environment. If this happens, try to go through these steps again, watch the instructional video, or contact 'support' to guide you through opening a dashboard of a single group's projects (i.e., a single department's projects) vs. opening a dashboard of "all" projects in our hosted environment.
PLEASE NOTE: we should never need to delete or move someone else's project. If someone else's project appears in your folder in error, contact that individual and have them move it to the appropriate folder. You may also contact Rita Schnepp, the Pepperdine administrator for Projectmanager.com.
- To learn more on managing groups of projects, please watch the short video entitled "Multiple Projects" at this link: http://www.projectmanager.com/project-management-courses
- Click on the "Circle" Menu and select "Alerts."
- A list of users and clients will appear. Highlight the name of the user or client
that you wish to receive an email when you assign them a task. Mark the check boxes
for: "Alert when: I receive a message" and "My tasks have changed." This will only alert your user or client when you assign them a task, change their
task, or send them an internal PM.com message. Caution: if you check more boxes than
these two, you may inadvertently SPAM your colleague. Next, click on "send from" at the bottom of this menu to verify the source of your alert.
- Be sure that "Send on Behalf of...." "Project Manager.com" is selected. Then "save."
- Add your colleague's name to your project's task list under the "resource" column.
Then save your project. At the moment you save your project, an email will be sent
from Projectmanager.com to your colleague informing him/her of this task.
- Below is a sample email sent from projectmanager.com to the 'pepperdine.edu' address
of a colleague who has received a new task. (Note: Within projectmanager.com, only
an administrator has the ability to associate an email address to an individual's
- For easy and consistent viewing, all IT dashboards should display the same sequence
of widgets. A widget is an informational window within the dashboard. The dashboard
below has its nine widgets labeled and shown in the order in which they should be
arranged by the project manager. Widgets are moved by dragging and dropping. The default
widget sequence is: "Health," "Time," "Cost," "Progress," Tasks," "Resource," "Risks,"
- If you believe your project should have another type of widget, you may add a 10th
or 11th widget if the program allows. Or, you may substitute your one preferred widget
for widget #7 (risks) or #8 (issues) or #9 (changes).
To learn more about dashboards and widgets, please view the appropriate video tutorial at this link:
Video Tutorials: http://www.projectmanager.com/project-management-courses
More detailed support may be found by clicking on the "support" icon in the upper right corner of most Projectmanager.com application screens. If you email a support request to tech support, an automated ticket # will be sent back to you, and within 12 hours, a support technician will email or phone you. Also, support self-help can be found at these links:
- Support Center: http://www.projectmanager.com/project-support
- Video Tutorials: http://www.projectmanager.com/project-management-courses
- Free Webinars: http://www.projectmanager.com/project-management-webinars
- FAQs: http://www.projectmanager.com/project-management-faqs.php