PMO Assist · Docs

Leadership walkthrough · Chapter 1 of 8

Getting in

Asha's invitation has arrived. In two minutes Asha has a password, is signed in, and knows where everything an account owner needs lives.

Choose a password

  1. Open the invitation email and follow its link. The link works once, within 72 hours. If it has expired, the administrator sends it again from People.
  2. Type a new password, then type it again. A few unrelated words make a good one. The page confirms when both entries match.
  3. Choose Set password and sign in. Asha is signed in and lands on the dashboard.
Choose a passwordIllustration
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A few unrelated words work well.
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Both entries match
Set password and sign in

Signing in after that

  1. Open https://pmo-assist.gtm.itsaiplatform.com.
  2. Enter the email the invitation was sent to, and the password. Then choose Sign in.

What Asha sees

The sidebar only lists what the person can open. As an account owner with no resource profile, Asha sees:

Sidebar groupEntriesUsed for
WorkspaceDashboard, Portfolio, ProjectsThe glance, the delivery picture across accounts, and each project.
DirectoryPeople, AccountsThe people Asha creates, and the accounts Asha owns.

Timesheets, Leave and Calendar are missing because Asha logs no time. Org chart and the organisation's settings (branches, departments, designations, shifts, holidays) are missing because an account owner sees only their own corner.

Find

Search anything

Press Ctrl K (⌘ K on a Mac) or / to find a page, a project or a work item by its number.

Jump

Go-to keys

G then D for Dashboard, G O for Portfolio, G P for Projects.

Theme

Light or dark

Ctrl Shift L opens the theme dialog from any page: mode and palette.

Hear

Notifications

The bell in the app bar shows the latest. Notifications in the user menu opens the full feed.

Where Asha goes next

Everything starts from a client account. Asha opens Accounts in the sidebar. Chapter 2.