INTRODUCTION

About this Guide

This document is the Compass Administrative Guide and describes the administrative tasks required to manage the operation of your Compass/PMWeb® system. To learn how to get started using the software, refer to the Compass User Guide.

Who Should Read this Guide?

This document is intended for a technical audience, specifically those in charge of administering your Compass/PMWeb® system.

Overview of this Guide

This guide will show you how to complete the following tasks:

Access and manage the PMWeb® Admin Tool
Manage basic software configuration per module
Create and manage security settings
Add and edit reports
Design custom forms
Create and manage workflow

Common Admin Procedures

1. Setting up a New User

2. Importing Companies

3. Setting up Email

4. Editing My Settings

5. Creating Default Manager Pages (Layouts)

6. Setting up a new Project

7. Copying an existing Project

8. Creating Periods

9. Creating and editing Custom Lists

10. Creating and editing Specifications

11. Creating and editing User Defined Fields

12. Creating and editing Checklists

13. Adding BI Reports

14. Adding PMWeb Reports

15. Making Nomenclature Changes

INTRODUCTION

About this Guide

Who Should Read this Guide?

Overview of this Guide

Common Admin Procedures

1. Setting up a New User

2. Importing Companies

3. Setting up Email

4. Editing My Settings

5. Creating Default Manager Pages (Layouts)

6. Setting up a new Project

7. Copying an existing Project

8. Creating Periods

9. Creating and editing Custom Lists

10. Creating and editing Specifications

11. Creating and editing User Defined Fields

12. Creating and editing Checklists

13. Adding BI Reports

14. Adding PMWeb Reports

15. Making Nomenclature Changes