Mega Menu User’s Guide, Part 2: How to Use the Mega Menu in the PM Central Report Center

As one of the main components of Project Management Central (PM Central), Navigators allows users to create custom menus, tabs, and tree items and provides a Site Actions menu to navigate to sites, pages, or lists within and across sites and site collections. With the latest release of Navigators, version 1.5, we’ve added the ability to create mega menus. A mega menu is a two-dimensional menu that allows users to display a large sitemap-like menu, expand menus, or link to pages with additional navigation.

With the introduction of mega menus, users are able to better navigate PM Central’s Report Center and Resource Center. In our new two-part series, we’ll introduce you to the two new mega menu skins: Custom with Mega Menu for Report & Resource Center and Classic with Mega Menu for Report & Resource Center for top-level, department sites, and show you how to use some of their key functions.

Here in part two, we’ll show you how to use the mega menu in the Report Center.

The Report Center at the portfolio site

To begin, navigate to your portfolio site and, from Central Actions, select PM Central Control Panel. Under Report Center, select View Reports.

Hover over the Report Center tab with your mouse. You will see two different columns in your mega menu: PM Central Reports and Time Tracking Reports. Your mega menus will be displayed with tiles that link to your different reports.

The following reports are stored in the PM Central Reports menu at the portfolio site level:

  • Resource Task Timeline
  • Resource Availability
  • Resource Work by Project
  • Resource Work Allocation Per Month
  • Resource Work by Project Department
  • Resource Work by Department
  • Resource Work by Manager
  • Actual Cost Per Month
  • Cost Allocation Per Month

The following reports are stored in the Time Tracking Reports menu and are integrated with Bamboo Time Tracking and Management (sold separately):

  • Budget Cost
  • Budget Work
  • Actual Work (Project Tracking vs. Time Entry)
  • Work (Planned) vs. Actual Work (Time Entry)
  • Actual Work (Time Entry)
  • Actual Cost (Project Tracking vs. Time Entry)
  • Cost (Planned) vs. Actual Cost (Time Entry)
  • Actual Cost (Time Entry)

To go to a report’s page, simply click on its tile on the mega menu and you will be linked accordingly.  As a note, when you click on a child report from the Report Center menu, the report page will be displayed under the Report Center. Here is an example of what we see when we click on the Resource Task Timeline link:

The Report Center at the department site

To begin, navigate to your department site and, from Central Actions, select PM Central Control Panel. Under Report Center, select View Reports.

Hover over the Report Center tab with your mouse. Similar to above, you will see two different columns in your mega menu: PM Central Reports and Time Tracking Reports.  Your mega menus will be displayed with tiles that link to your different reports.

The following reports are stored in the PM Central Reports menu at the department site level:

  • Resource Task Timeline
  • Resource Availability
  • Resource Work by Project
  • Resource Work Allocation Per Month
  • Resource Work by Manager
  • Cost Allocation Per Month
  • Actual Cost Per Month

The following reports are stored in the Time Tracking Reports menu at the department level:

  • Budget Cost
  • Budget Work

Want to learn more about how to use mega menus? Check out the next part of our series: Mega Menu User’s Guide, Part 1: How to Use the Mega Menu in the Resource Center

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