Project Manager Dashboard – Pacer Help Center

Goal

The Project Manager Dashboard is center of project management in Pacer. As a reminder, all projects are created, then published to locations. Users then have access to those locations so they can start working on those projects. The Project Manager Dashboard (also called PM Dashboard) is where you can determine what locations/teams should complete the project, what baselines should they be working on, and most importantly, what is the zero date of the project for each location.

Some other articles you might find helpful listed below

How to Use the Project Manager Dashboard

You will find a Project Manager Dashboard by navigating to Admin at the top of the page, clicking Multi-Team Projects on the left hand side under the Admin menu. Here you can select any project and get started with any of the actions below

Locations + Teams

In this tab, you will see all of the locations you added to scope when you created the project. If you skipped this step in the wizard, then this area will be blank as expected. To add locations to scope, click the blue button in the upper right corner above the table labeled "Add locations/teams to scope". Here you can filter through active locations and add them to scope. It doesn't mean you're publishing the project to them right now, they're just on your list of who should receive this project eventually.

Tip: When adding locations/teams to scope, try using the filters to narrow down your search.

Once you see your list of locations/teams there are several icons in the right most column of each row. Here these icons can be used to perform various actions. Instead of using these icons for one location at a time, you can also use the check boxes in the left most column and find the bulk actions menu to be helpful. The bulk actions menu is the drop down menu in the top left corner of the table. Whatever you select here will effect the locations that have the box ticked.

ICON	TITLE	EXPLANATION
	Manage Task Lists	Appears after individual has Published a Project to a Location allows you to add additional Baselines
	Change Project Owner	Appears only when Location's Project is published and allows individual to change Project Owner
	Publish Project	Appears only when Location's Project is a draft and allows individual to Publish Project to the Location
	Pause Project	Appears only when Location's Project is Published and allows individual to Pause the Project
	Resume Project	Appears only when Location's Project is Published and on hold to allow individual to let the Project resume
	Reset Location	Appears when Location's Project is Published or paused - will reset to original settings. Individual is required to Publish again. Selecting this icon Revokes the Publication of the Project
	Remove Location	Allows individual to remove Location from the list of Locations to receive the Project
	Certify Location	Appears when Location's Project is Published and all tasks are completed
	Change Zero Date	Appears only when Location has Zero Date

Task Lists

Here are the baselines that are associated with this Project. It's possible to have several baselines, but not all baselines need to be used for each location team. Clicking the sideways arrow next to each baseline name will expand the tasks for further editing.

Tip: Locations/teams can also be removed or added at a later time if necessary.

These icons appear in each row where the baseline name is listed. These are the actions in which these icons allow.

ICON	TITLE	EXPLANATION
	Edit Baseline	This will allow the individual to make edits to the baseline including Name, Description, who should have access, etc.
	Expand Tasks	Allows the ability to edit the baseline and all of it's tasks in a different page within Pacer
	Add Baseline Task	Add a singular task to the baseline where this button appears.
	Remove Baseline	Remove the baseline from this project

Within the tab, there is an add button in the top right corner that looks like the image below. Here are some instructions on how to interact with this button

This portion of the button allows for a new task to be created. This is modal that appears has a significant field labeled "Baselines" where it's possible to add the task you are created to more than just one baseline. The baseline options you'll see appear in this dropdown are only the ones associated with this project.

This option allows for tasks to be imported using our baseline import tool to an existing baseline within this project. If there is more than one baseline associated with this project, the first modal that will appear will ask for which baseline should these tasks be imported to? Then there will be a prompt to select a baseline import tool to use.

Check out this Article on How to Use Baseline Import Tool

This option allows for a new task to be created. This is modal that appears has a significant field labeled "Baselines" where it's possible to add the task you are created to more than just one baseline. The baseline options you'll see appear in this dropdown are only the ones associated with this project.

This is a quick way of creating a copy of another baseline that exists on another project and having that copy exist here on this project. The baselines are in no way attached to each other so editing this version of the copied baseline has no impact on the baseline that you took a copy of.

This option will guide you though creating a completely new baseline that will exist on this project.

Check out this Article on How to Use Baseline Import Tool

Project Files

When writing tasks in your baseline, it's possible to use a feature where you can ask individuals to upload a file to a task. Anywhere this baseline exists, any file that is uploaded to a baseline task exists here in this tab. As a project manager you can approve, deny, or delegate this file for someone else to approve or deny. Pacer offers the opportunity to download all of these files in bulk. This is an easy way to manage all files from all locations/teams all in one place.

Waiver Requests

Available in the Sprint plan only

The Project Waiver feature gives a project manager the option to let locations/teams ask if they can be excused (opt-out) from a project. The project manager can turn this option on or off for each project. When it's turned on, teams can send a request to opt out, and the project manager can review each request and either approve it or deny it. In this tab, you will see all of the active, pending, or denied waivers to be acted upon.

Project Support

Users have the ability to create support tickets within Pacer. Since these support tickets are task or project related, the support tickets are directed towards the determined project support person. (When the project is created, the support person is determined. This can be updated at any time by navigating to the next tab called Project Details}. When filling out the support ticket, by clicking on your name in the upper right corner, Pacer asks for the Location in reference, and the project in reference. Based on the answer to the "Project in Reference" we'll show all support tickets on this tab that are related to this project only. (they'll also always appear in Admin > Support Tickets but this is a great go to place). This will also include any feedback provided to a task that is part of this project.

Here it's possible to respond to the tickets just as you would in Admin > Support Tickets

Project Details

Any edits that need to be made to the project should happen here. That includes Name, default support agent, Implementation Manager, Zero date name, Tags, and Project Resources.

If your plan allows, you may also edit names of your epic dates.