Getting started with PMOlikePRO

PMOlikePRO is organized around one idea: your organization is a private, isolated workspace — your projects, people, clients and numbers live in it, and nobody outside it can see in.

Your organization

When your organization is provisioned you receive an administrator account. The admin owns the workspace: organization name and logo, the display currency, the first day of the work week, security policy (including enforcing two-factor authentication for everyone), and the team roster.

Start in Settings and make the workspace yours — upload your logo and set your organization name. Both follow you across the app and into exported reports, so everything you hand to a client carries your brand.

Invite your team

Add people in Team. Every person gets one of four roles:

• Admin — runs the workspace: settings, security, roster, everything.
• Manager — runs the work: full visibility across projects, budgets and reports.
• Member — does the work: sees and updates only the projects they are assigned to.
• Viewer — observes: read-only access to what they are explicitly given.

Roles are enforced at the database layer, not just hidden in the interface — a member’s account simply cannot read another team’s projects or anyone’s rates.

Your first project

Create a project in Projects, give it a client if you have one, and add milestones for the checkpoints that matter. Then break the work into tasks and assign them. Assignments drive everything downstream: what people see, what lands on their calendar, and where logged time rolls up.

The daily rhythm

From there the operation runs itself across a few key surfaces:

1. Home — your personalized dashboard, showing the widgets that matter to your role — vitals, task status, money position, team workload, milestones, hours trend and more. Every widget is customizable, and clicking any name opens its Quick View without leaving the page.
2. Calendar — plan who works on what, when. Drag work across days; the system warns you when someone is overallocated. Approved time off automatically reduces capacity.
3. Tasks — the working surface. List view, kanban board, statuses, journals, checklists and time logging.
4. Analytics — four focused boards: Delivery (logged vs promised), Workload (who is scheduled where), Money (income, expenses, position) and Hours (the time ledger).

Quick View

Click any project, task, person or client name — anywhere in the app, in any widget, list, table or chat mention — and a detail overlay appears instantly, without leaving the page you are on.

Notifications

The system keeps the team informed without meetings: @mention alerts in chat and journals, time-off request updates, access-request notifications for managers, and a weekly delivery digest comparing logged hours against the frozen plan.

Where to go next

Read Projects & milestones for the delivery structure, or Roles, permissions & security if you are setting up a larger team first. The Home dashboard guide covers the widget system.