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TM Training → For Project Managers

TM User: Platform Overview for PM (TM101a-PM)


Description

Welcome to the TM User: Platform Overview for PM module!  


This module introduces the core areas of TransitionManager that Project Managers will use to navigate the platform, locate project information, review key data, and understand how TM supports discovery, planning, execution, and project oversight.


By the end of this module, you should have a clear baseline understanding of how TM is organized and where to find the tools and information needed to support project management activities.

Content
  • TransitionManager Introduction
  • TM Overview
  • Instance Organization
  • Initial Login + User Dashboard
  • Admin Menu
  • Admin Portal
  • License Admin
  • Notices
  • Role Permissions
  • Asset Options
  • Companies
  • Staff and Users
  • Import Export Accounts
  • Make and Model Library
  • Projects Menu
  • Projects List and Project Details
  • Staff Assignment
  • User Activation Emails
  • Asset Field Settings
  • Tags
  • Providers, Credentials
  • Data Scripts, Actions
  • Locations Menu
  • Locations
  • Rack Elevations
  • Assets Menu
  • Asset Views
  • Asset View Functionality
  • Asset Details READONLY
  • Asset Details EDIT
  • Architecture Graph
  • Dependencies List View
  • Comments List View
  • Dependency Analyzer: Generate Dependency Groups
  • Create Import Batches: Manual + Data Script Bulk Import
  • Manage Import Batches: Manual + Data Script Bulk Import
  • Planning Menu
  • Events
  • Bundles
  • Pre-Event Checklist
  • Tasks Menu
  • Task Manager
  • Task Creation
  • Task Graph
  • Task Timeline
  • Recipe Creation
  • Generate Tasks with a Recipe
  • Dashboards Menu
  • Planning Dashboard
  • Event Dashboard
Completion rules
  • All units must be completed