How to Use Your PMO Planning Software to Guide Your PMO Implementation

STEP 1 – Start a New Project:

  1. You can use the template project we’ve created for you for the first time through. Just select the project which has your name on the Dashboard page.
  2. If you want to start with a new project, just click New Project in the upper right corner of the Dashboard page.
  3. On the next screen, select the template you would like to use: First Cycle or Ongoing Cycles.
    1. First cycle covers the steps you take in Module 1 and Module 6.
    2. Ongoing cycles only covers the steps you take in Module 2 through Module 5.
  4. Use the next steps to edit and customize the project plan to match your needs.

STEP 2 – Edit Project:

  1. Customize the logo and project content by clicking Edit Project
  2. Add your Company Name
  3. Hover on the IMPACT Engine System™ Logo and click the blue colored pencil to replace it with your Company Logo
  4. Add Start and End Dates
  5.  Hit Save

STEP 3 – Project Progress:

Set your realistic start and finish dates for your first cycle. It does not need to be 90 days.

Project Progress will automatically update as you update the tasks and phases.

STEP 4 – Delays:

  1. You can track any delays to the project by adding them with the Add Delays button
  2. Input the following
    • Date Occurred
    • Days Delayed
    • Description
  3. Hit Save or Cancel

STEP 5 – Project Description:

Once you’re done reviewing all of the instructions, replace all of the text in the project description with your own description.

  1. Just hover on the Project Description area and click the pencil in the upper left corner. You can edit that right there or in the Edit Project area.
  2. Hover and click on the triangled dots (beside POWERED BY TINY) at the bottom to expand the window
  3. Customize your Project Description
  4. Hit Save or Cancel

STEP 6 – Documents:

Add any relevant documents that relate to the whole cycle of PMO that you want to keep under the section of the main document to the right.

Steps in adding your documents:

  1. Click the Add Document button
  2. Fill out the fields inside the pop-up window
  3. Hit Save or Cancel

STEP 7 – Budgeting:

Add your budget and expenses against that budget in this section.

Editing your Budget

  1. Click Edit budget
  2. Input your budget and hit Save

Viewing and Adding your Expenses

  1. Click on View Expenses
  2. A new table will then be added to show all of your added expenses
  3. To add an expense, click on the Add Expense button
  4. A new row will be added where you will input your expense information
  5. Hit Save to add your expense and Cancel if you wish to cancel the process

STEP 8 – Milestones:

Milestones will update as each phase is completed. They indicate how much of the work effort is in each phase.

Edit the Milestones, as appropriate.

  1. Click Edit Milestones
  2. Hover a Milestone to view the + (Add row) and – (Remove Row) icons at the right corner
  3. Click the arrow down icon to toggle and view or edit the Milestone
  4. Scroll down, and at the bottom you can also add a Milestone
  5. Hit Save

STEP 9 – Phases Board:

All of the work to complete your IMPACT Engine System™ cycle is listed in each of the phases.

STEP 10 – Tasks:

  1. Click the Tasks under each main IMPACT Engine System™ phase to view all the tasks, You can drag and drop tasks to change their order

Adding a Task and Subtask

  1. Click on Add Task
  2. Click the Add Sub Task button to add a Sub Task
  3. Fill out the fields and click Add Task button to save the Task

STEP 11 – Phase Documents:

In each phase, access all of the document templates per phase and as you complete documents, you can remove the template and replace it with your completed file.

  1. Click the Phase Documents under Tasks

Adding Phase documents:

  1. Click Add Document
  2. Fill out the fields
  3. Select File Type: Upload – If you want to upload a file from your computer
  4. Select File Type: Web Address – If you want to input the file’s web address
  5. Click Add Document to save

STEP 12 – Discussion:

  1. Click on Discussions below the Phase Documents
  2. Add your notes or comments and click reply to start or reply to a discussion

STEP 13 – Project Discussion:

Add notes or comments for the whole project at the bottom of the page.