01
Confirm the onboarding responsibilities
Administration
Identify who will configure the project model and who will prepare resource data.
Organization Owner
QUICK GUIDE 01
Create the onboarding team
Create or confirm the PMO and Resource Manager users who will prepare 1PM for the wider organization.
02
Create or confirm the PMO user
Administration / Create new user
Give the PMO role to the person responsible for the organization’s project governance framework.
03
Create or confirm the Resource Manager
Administration / Create new user
Give the Resource Manager role to the person responsible for the shared resource pool and allocation process.
04
Activate access
Administration
Complete the account setup so both users can sign in.
05
Verify the starting point
Administration
Confirm that each user can access the functions needed for the preparation phase.