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    How-To

    MyPPM: Using a Shared View

    You may want to use a standard or shared view when looking at tasks. You may want to create a view and share it with others: 1. Login to MyPPM, go to your project, select tasks. 2. On the right side, go to View and type in the name of the view you are looking for. For example, scroll down to “PMO Standard” and then select it.

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    How-To

    MyPPM for PMs & RMs: Check Allocations & ETC

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    How-To

    MyPPM for Project Managers: Create Risks / Issues / Decisions and Changes

    Login to MyPPM and open your project. Enter risks using the Risks tab in the ribbon across the top. Use the pre-defined view called UCSF Standard Risk List to display standard columns for risk management.

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    How-To

    MyPPM: Top Things to do in MyPPM

    First, Login to PPM.Then, everyone who uses MyPPM should take these steps to get the best results from the tool:1. Fill out your timesheet.2. Add time off to your calendar3. View your tasks

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    How-To

    MyPPMs for Admins

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    How-To

    MyPPM for PMs: Closeout a Project

    To closeout a project, you will need to complete the following steps.   Navigate to the Tasks tab of the project. Set ETC to 0.  Set Status as Complete.  Remove the check from the Open for Time Entry field.  Note: The ETC must be set to zero before a task can be set to Complete. 

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    How-To

    MyPPM for PMs: Create a Status Update

      Login to MyPPM. Use the Search bar to find your project. Click on the name of the project to enter the project record.

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    How-To

    Configuring your Email Vendor

    Setting up DKIM authenticationThe process to setup DKIM authentication will vary slightly depending on the vendor you are using.In general, the steps are:

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    How-To

    Email Frequently Asked Questions (FAQs)

    Email spoofing (creating forged email addresses and content); is widely used in email-based fraud, such as phishing messages, making it necessary to have validated identification of email.

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    Email SMTP Settings

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