User guide · Contents
User guide
How to use each feature of PMO Assist 2.5.2, step by step: where it is, what to click, what each field means, and who is allowed to do it. Every page stands on its own, so jump to what you need.
Names in bold are what you'll see on screen, such as New project. A path such as Accounts›Northwind Retail›Members is the route through the app. A label like Lead says who may do a step. If you don't see a button the page describes, your role doesn't allow it; Access and permissions explains how to get it.
Basics
Signing in and finding your way
Your invitation, password, the sidebar, search, shortcuts, theme, notifications and settings.
Open →Your dashboard
The toolbar, key figures, needs attention, panels, customising and several dashboards.
Open →Portfolio
Accounts and programmes
Creating accounts and programmes, account roles and members, the account page and its reports.
Open →Portfolio and health
The Portfolio's pages, health ratings and warnings, staffing, exceptions and budget.
Open →People
Projects
Projects and the team
Creating a project, its sections and roles, adding people with allocations and cost, and Team cost.
Open →Work items
Types, creating and assigning, the work item screen, time, AI assists, bulk changes and filters.
Open →Backlog, sprints and board
Planning from the backlog, running sprints, standup and insights, and the board.
Open →Milestones and releases
Committed dates and re-baselining, releases that fill themselves, and areas.
Open →Intake forms
Publishing a form, its links, and triaging what comes in.
Open →Project settings
General, workflow and board, hierarchy, fields, screens, labels, policies, integrations.
Open →Reports
Weekly status
Scheduling, checking, publishing, presenting, exporting and sharing the weekly report.
Open →Delivery reports
Writing, drafting with AI, publishing revisions and sharing a report on a project or an account.
Open →Time
Timesheets
Logging your week, the rules, and the team view for leads.
Open →Leave and calendar
Requesting and approving leave, the calendar, holidays and shifts.
Open →