User guide · Basics
Signing in and finding your way
How you get an account, how to sign in, and where everything is once you are in.
Getting an account
You don't sign up yourself. Someone who manages people adds you and sends you a login: an email with a link to choose your password.
- Team members are added as a resource under People, by a resource manager, an account owner or an administrator.
- Executives, sales and other stakeholders, who log no time, are invited by an administrator with Invite stakeholder.
- Your access comes from what you are in the organisation: your roles on accounts and projects, your manager, the templates you hold. Not from the login itself.
Choosing a password and signing in
- Follow the link in your invitation email. It works once, within 72 hours. If it has expired, ask whoever added you to send it again.
- Type a new password, then type it again, and choose Set password and sign in.
- Next time, open https://pmo-assist.gtm.itsaiplatform.com and sign in with the email the invitation went to and your password. You return to the page you were trying to open.
| Situation | What happens |
|---|---|
| Staying signed in | Up to 7 days, and you are signed out after 12 hours without using the app. |
| Forgot your password | Forgot password? on the sign-in page emails a link that works once, within the hour, and signs you out everywhere else. |
| Five wrong passwords in a row | Sign-in is locked for 15 minutes. |
| "Your account has been deactivated" | Your login was switched off. Ask whoever manages people in your team. |
| Change your password, or sign out every device | Settings›Password. |
The sidebar
The sidebar only lists what you can open, so two people may see different menus.
| Group | Entries | Who sees them |
|---|---|---|
| Workspace | Dashboard, Portfolio, Projects, Timesheets | Portfolio: anyone with an account role, project leads and owners, allocation approvers. Timesheets: people with a resource profile. |
| Availability | Leave, Calendar | People with a resource profile. |
| Directory | People, Org chart, Accounts, Organization | People: resources, and those who manage people. Accounts: anyone with an account role or the right to create one. |
| Organization | Departments, Designations, Branches, Shifts, Skills | Those who keep the organisation's structure, such as a Workspace manager. |
| Administration | Templates, Policies, Project defaults, Workflows, AI usage | Administrators and holders of the matching rights. |
Inside a project or the Portfolio, the sidebar shows that area's own sections; the link at its top goes back. Notifications, My profile and Settings are in the user menu at the top right.
Search and shortcuts
Press Ctrl K (⌘ K on a Mac), or / anywhere outside a text field, to open the command palette. Type to find a page, a project section, a project or a work item, by name or by number such as 101188.
| Keys | Goes to |
|---|---|
| G D | Dashboard |
| G O | Portfolio (inside a project: its Overview) |
| G P | Projects |
| G R | People |
| G L | Leave |
| G K · G S · G B · G I | Inside a project: Backlog, Sprints, Board, Work items |
Press G, then the second key within a second. Shortcuts are ignored while you type or while a dialog is open, except Ctrl K and Ctrl Shift L.
Theme
Press Ctrl Shift L (⌘ Shift L on a Mac) on any page, or choose Change theme… in the command palette. Pick the Mode (Light, Dark or System) and the Palette (Dexian 2.0, Dexian, Paper); the change shows at once. The same choices are under Settings›Appearance, kept for this browser.
Notifications
The bell in the app bar shows your latest notifications. Notifications in the user menu opens the full feed, filtered by read state and by area. Opening one marks it read; Mark all read clears the rest. Choose what you're told about under Settings›Notifications.
Reporting a problem
When an administrator has set it up, Report a problem sits in the app bar beside search and the bell. It opens a short form with your name, email and the page you were on already filled in; the team that looks after PMO Assist picks it up from there.
Your settings and profile
- Settings: appearance, notification preferences, your password and the version you are on.
- My profile: your own resource record; see My profile.
Work item numbers
Every work item has a number unique across all projects, such as 101188. Write #101188 in a comment to link it, and anyone can open /issues/101188 without knowing which project it is in.