Using Changepoint PPM

Changepoint PPM is designed to be user-friendly and allow you to work with little background or knowledge, but a basic understanding some simple concepts will make your experience more successful.

Key topics for learning to use Changepoint PPM:

Changepoint PPM—PPM is an integrated system with several distinct areas, all of which work together. For a brief overview of the main window and basic screen areas, see Changepoint PPM Overview.
Navigating—Designed for the user, PPM has navigational elements that are intuitive and easy to use. For overview information about navigating, see Navigating in Changepoint PPM.
Your Changepoint PPM experience— PPM is a very large system of applications that work together. Each PPM user will only see some of the full capabilities of the entire system. What you see in PPM, and what you can do, depends on your user role. If you are a project manager, your needs differ from an Executive and from team members.
Project Managers—Project managers need detailed access to the workspaces they are responsible for. A project manager using PPM will have access to more of the features and functionality than other types of PPM users. For detailed information about using PPM as a project manager, see Using PPM as a Project Manager.
Workspace Members—Workspace members are responsible for getting their tasks completed, and for resolving any issues that have been assigned to them. They need quick and easy access to the details of their tasks and issues, as well as any updated document related to their work. For detailed information about using PPM as a workspace member, see Using PPM as a Workspace Member.
Executives—Executives need overview information about all the workspaces in their portfolio. These decision makers want to quickly determine which workspaces are worth continuing and which need to be scaled back or put on hold. The information to make these kinds of high-level decisions is available from the Executive application. For detailed information about using PPM as an Executive, see Using PPM as an Executive.
Guests—Project guests have special needs. Guests are typically outside professionals who are brought in to help on specific aspects of a workspace. They do not need extensive access to all aspects of the workspace, and they may only have access to PPM for a limited time. For detailed information about using PPM as a guest, see Using PPM as a Guest.

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