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Getting Started
Begin your journey with SmartPM by exploring foundational topics, including platform basics & user management
SmartPM Basics
- SmartPM Overview
- Demonstration of SmartPM Capabilities
- Setting/Resetting your Username and Password
- Logging Into SmartPM
- Creating a Project and Importing a Baseline schedule
- Importing Schedule Updates
- Delete a Project
- Replacing Schedules, How to Replace Schedules in SmartPM
- Creating Automated Report Subscriptions
- How to Use the New Project List View
User Management & Configuration
- Adding Users to Existing Projects
- Adding Users to a Project and Setting User Responsibilities / Preferences
- SmartPM works best in Google Chrome
- Adding/Deleting Users in Your Company Roster
- Logging In
- Quick Start Procedures
- Guidelines for Getting Started
- Metadata
- Add users to company & Set up users Permissions
- Bookmark an SSO Login
- Schedule Profile Quality Editor
- Schedule Quality Checker
- Schedule Importing and Track To's
- Schedule File Validations
- Schedule Quality Templates by Project Type