Browse our help articles

Our Help articles provide you with answers to specific topics, so you can quickly overcome a challenge.

Fundamentals

Getting started

• Introduction to pam video
• Introduction to projects video
• Understanding and Choosing Initiatives
• Accessing pam and bookmarking it

 

Privacy & security

• Resetting your password
• Privacy & Visibility
• Keeping Your Data Safe
• How teams work

Administration

• pam Administrators, an introduction
• Creating a User
• Deactivating a User
• Editing a users settings
• Editing your Organisation profile and settings
• Usage Reports

 

Linking Work

• Creating and using Clusters
• Linked Work
• Linking to other pages in pam

Initiatives

Groups

• Groups; an introduction

• Creating and administering a Group

Projects

• Projects; an introduction

• Create an Activity
• Creating and Administering a Project
• Project Frameworks
• Project Structure and Progress
• Working in a Project

Accounts

• Contacts in Accounts
• Contracts in Accounts
• Creating and Administering an Account

Tracks

• Creating and Administering a Track
• Default deadlines for new track items
• Financial Value for Track Items
• Monitor response times in Tracks against RAG Ratings or SLA targets
• Notification of new Track Items
• Sending and receiving emails via a Track
• Working within Tracks

Subjects

• Creating and Administering Subjects

Common features

Discussions

• Using Discussions to engage others

To-dos

• Adding your pam To-do list to Outlook or other calendars
• Creating and using To-dos

Documents

• Document Management

Updates and Notifications

• pam Updates
• The Notification Digest

Tools

• Disruption Tool
• Risk Register and Treatment Plan
• Stakeholder Map

KPIs

• Creating and Using KPIs

Community

• Managing your Profile