Asset Name Description Roles
PM Compass Product Overview: What's New in v8.1 - Functional Reference Guide

Duration: 11m Read  Learn about the new features and enhancements in PM Compass version 8.1. New Features and Updates Primavera P6 Schedule Integration Master Projects Schedule and Cost Analysis View Barchart Change Details View Barchart Enhancements Change Details view General Enhancements Project List View Enhancements Enter Schedule Progress Enhancements Workflow List View Enhancements Cost Analysis View Enhancements Work Authorization Export Progress and Analysis Record Limit Shared Network Folder Locations Scheduled Alert to Calculate Earned Value Terminology Change Report Enhancements Deleting Stale Archive Reports EPM SA and Weblink Enhancements Cobra-Related Enhancements Miscellaneous Enhancements
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Product Overview and Setup - Quick Reference Guide

Learn how to create a dashboard and different types of dashparts.


Topics covered:



  • Features Overview - 1m read

  • Dashboards and Dashparts - 3m read 
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • Director / Senior Manager
PM Compass Progress Monitoring - Quick Reference Guide

Learn about setting up workflows and generating reports.


Topics covered:



  • Projects, Cost Analysis, Schedule Analysis and Progress - 2m read

  • Workflow Overview - 2m read

  • 5 Things to Remember in a Workflow - 1m read

  • Reports Overview - 2m read

  • Most Used Reports - 3m read
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
PM Compass Product Overview Series: Online Help

Learn about the different features of PM Compass.
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • Director / Senior Manager
PM Compass Product Overview: What's New in 8.2 - Functional Reference Guide Duration: 40m read

Learn about the new and updated features in PM Compass version 8.2.

Topics covered:
Modeling Changes in Open Plan
Adding Control Accounts
The Change Dialog Box
Next Step Assignee
Running Cobra Processes
The Cost Actions Dialog Box
The Planned Effective Date Field
Deleting Resource Assignment in Change Details View
The BCR Analysis Report
Milestone Linking Fields
The Planned Effective Date
WAD Export Updates
Workflow Enhancements
Deleting an Activity
Feedback and Error Validation Updates
Messaging Updates
Data Mining Summary Report Columns
Verify Components Tab
Screen Display
Performance Improvements
Max Concurrent Job Value
Polling Interval Default Value
Running CAP Report
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • Director / Senior Manager
PM Compass Product Overview: What's New in 8.3 - Learning Video

Duration: 19m

Learn about the new features and enhancements in PM Compass version 8.3 and how this release supports resource-loaded scheduling.

Topics covered:
Introduction - 11s
What's New in 8.3 - 1m 14s
Workflow Type Configuration Updates Overview - 1m 5s
Updates to Removed Fields - 1m 3s
Steps Tab of the Change Details View - 1m 17s
Viewing and Editing Time-phased Resource Assignments in Change Details Overview - 39s
The Resources Tab - 2m 23s
Adding Resource Assignments - 46s
Editing Resource Assignments - 58s
Storing Resource Assignments - 1m 40s
Deleting Activities with Resource Assignments in the Change Details View - 1m 18s
Verify Components Tab Updates - 1m 8s
Support for Resource Loaded Schedules - 1m 6s
Delete what is no longer in schedule Drawbacks - 1m 14s
Tracking Resource Assignment Changes - 1m 6s
Other New Features and Enhancements - 55s
Conclusion - 26s
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • Director / Senior Manager
PM Compass Product Overview: What's New in 8.4 - Video

Duration: 5 minutes


Learn about the new features and updates in PM Compass 8.4.


Topics covered:



  • Introduction - 11s

  • What's New in PM Compass 8.4 - 41s

  • Displaying the BCR Analysis Report - 34s

  • Improved Change Logs Usability - 51s

  • Displaying All Fields Defined in User-Defined Data - 18s

  • Using And/Or Logic in Evaluating Variances - 33s

  • Improved Display in Change Details Grid - 25s

  • PPM Encryption Conversion Utility - 35s

  • Conclusion - 28s
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • Director / Senior Manager
PM Compass Product Overview: Features and Navigation - Functional Reference Guide Duration: 15m Read 

Learn about the different features and navigation in PM Compass.

Topics covered:
PM Compass Overview
Roles in PM Compass
PM Compass Navigation
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Product Overview Series: Essentials - Learning Video Duration: 56m 56s 

Learn about the features, capabilities, and structure of PM Compass and how your role affects your PM Compass experience.

Topics covered:
In this Learning Video - 1m 52s
What is PM Compass? - 2m 54s
PM Compass Architecture - 6m54s
PM Compass Projects - 12m 29s
PM Compass Workflows - 15m 29s
Delegating and Reassigning a Workflow - 1m 25s
PM Compass Dashboards - 7m 52s
PM Compass Reports - 7m 2s
Summary and Conclusion - 1m 3s
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Product Overview Series: Overview, Roles and Navigation - Self-Paced Learning

Duration: 1h 30m 


Learn about the different roles and navigation in PM Compass.


Topics covered: 
Introduction to PM Compass - 2m 12s
PM Compass Overview - 1m 56s
Introduction to PM Compass Roles - 52s 
PM Compass Roles - 10m 49s 
PM Compass Main Menus - 19m 9s
PM Compass Dashparts - 4m 15s
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Product Overview Series: PPM Architecture - Infographic

Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports
  • System Administrator
  • Project Manager
  • Scheduler
  • Claims Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Project Setup Series: Dashboard and Dashparts - Self-Paced Learning

Duration: 1h 30m 


Learn how to create a dashboard and different types of dashparts.


Topics covered:
Dashboards in PM Compass - 4m 51s
Dashboards Overview - 1m 5s
Types of Dashboards - 53s
Access to Dashboards - 50s
Access Control to Dashboard - 6m 26s 
Dashparts Overview - 23s
Types of Dashparts - 1m 35s
Benefits of Using Dashboards and Dashparts - 2m 4s
Dashparts Demo - 10m 8s
Public Dashboards - 39s
User Preferences - 1m 14s
Searching Dashboards - 5m 54s
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Project Setup Series: Advanced Navigation and Setup - Learning Video

Learn about navigating through the PM Compass Dashboard, creating custom Dashboards and the process of adding and deleting Dashparts.


Topics covered:
Introduction - 37s
Introduction to Dashboards - 51s
User Interface - 5m 17s
My Dashboards - 3m 7s
Public Dashboards - 4m 20s
New Dashboards - 1m 59s
Rename Dashboards - 1m 41s
Introduction to Dashparts - 20s
Adding Dashparts - 8m 15s
Arrange Dashparts - 4m 35s
Global Search - 3m 18s
Saved Searches - 3m 9s
Access Control to Dashboards - 7m 31s
User Preferences - 4m 49s
Summary - 58s
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
PM Compass Progress Monitoring Series: Projects, Costs and Schedule Analysis, and Progress Views - Self-Paced Learning

Duration: 1h 30m 


Learn to create progress entries and enter progress within a project. 


Topics covered:
Projects Overview - 3m 44s
Project Details View - 11m 5s
Cost Analysis - 8m 21s
Schedule Analysis - 7m 18s
Project Setup - 2m 57s 
Progress - 1m 20s
The Progress Cycle - 1m 16s
Entering Progress - 1m 22s
The Progress Cycle Demo - 10m 41s 
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
PM Compass Progress Monitoring Series: Workflows and Reports - Self-Paced Learning

Duration: 2h


Learn about setting up workflows and generating reports. 


Topics covered: 
Workflow Overview - 2m 39s
Tabs on Form feature - 2m15s
Workflow Categories and Workflow Types - 1m 36s
List Tables and Workflow Type Configuration - 7m 11s
The Workflow Process - 1m 28s
5 Things to Remember in a Workflow - 1m 57s
Action Workflows - 9m 45s
Workflow Type Configuration Demo - 7m 14s
Reports Overview - 53s
Reports Menu - 6m 54s
Saving and Sharing Reports - 7m 17s
Running the Time Phased Report - 3m 29s
Creating a Reports Dashpart - 2m
Most Used Reports in PM Compass - 5m 43s 
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
PM Compass Progress Monitoring Series: Progress and Link Management - Learning Video

Duration: 1h 30m 


Learn about progress and how to enter progress, and how links can be associated to different entities within PM Compass.


Topics covered: 
Progress Overview - 1m 49s
Progress Items - 1m 29s
Entering Progress - 2m 13s
Configuring Progress - 1m 43s
Schedule and Cost Data in PM Compass - 3m 45s
Demo: Progress - 32m 15s
Associating Links - 2m 16s
Demo: Link Management - 12m 9s
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
PM Compass System Administration Series: EPM Security Administrator - Learning Video

Learn about the features and capabilities of EPM Security Administrator and how it affects a user's access to PM Compass.


Topics covered:
Introduction and In this Learning Video - 25s
Introduction to EPM Security Administrator - 2m 25s
Navigation - 2m 51s
Adding a User - 4m 23s
Importing Users Using ASCII Files - 1m 15s
Adding a Group - 58s
Summary and Conclusion - 52s
  • System Administrator
PM Compass System Administration Series: Workflow Type Configuration - Learning Video

Learn about the Workflow Type Configuration features and its tabs, how to add new user fields to a workflow, and how to add a new field to a workflow form.


Topics covered:
Introduction and In this Learning Video - 32s
Workflow Type Configuration - 11m 56s
User Field Mapping - 2m 22s
User-Defined Data - 3m 48s
Summary and Conclusion - 42s
  • System Administrator
PM Compass System Administration Series: Processes - Learning Video

Learn about the three main applications of the Process Server, how to run processes using the Profile Editor and Process Queue Manager, and how to view generated logs.


Topics covered:
Introduction and In this Learning Video - 29s
Process Server - 34s
Profile Editor - 2m 31s
Process Queue Manager - 2m 53s
Process Server Management - 37s
Process Log Viewer - 1m 27s
Summary and Conclusion - 44s
  • System Administrator
PM Compass System Administration Series: Reports - Learning Video

Learn about Report Administration features and its tabs, the different Report Categories, how to schedule the Data Mining process, and how to review the Data Mining Summary Report.


Topics covered:
Introduction and In this Learning Video - 29s
Introduction to Report Administration - 7m 21s
Report Categories - 4m 44s
Data Mining - 3m 58s
Data Mining Report - 2m 4s
Summary and Conclusion - 53s
  • System Administrator
PM Compass System Administration Series: System Settings - Learning Video

Learn about the PM Compass System Settings, its tabs and their functions.


Topics covered:
Introduction and In this Learning Video - 17s
System Settings Introduction - 34s
General tab - 50s
Labels tab - 18s
Progress tab - 53s
Summary and Conclusion - 24s
  • System Administrator
PM Compass System Administration Series: Search - Learning Video

Learn about the Search function, how to use the different search types, and how to create a saved search.


Topics covered:
Introduction and In this Learning Video - 25s
Introduction to Search - 3m 55s
Standard Search - 3m
Advanced Search - 1m 36s
Saved Search - 3m 22s
Summary and Conclusion - 33s
  • System Administrator