Portfolio Manager Guide - Assigning a Project Manager

In the Wavity PPM Module, assigning a Project Manager to a project is a simple and user-friendly process.
Only users with Portfolio Manager access can assign a Project Manager.
Upon logging in with their credentials, users will be directed to the Portfolio Manager Interface.
Portfolio Managers can track project statuses via Quick Links, view active projects in the Active Projects table widget, and monitor all pending projects in Final Release Project(s) table widget.
Note: The steps outlined below are sample instructions and can be adapted based on specific requirements; however, the core workflow remains unchanged.

To assign a Project Manager, select a project listed under Pending Final Release Project(s).

Navigate to the Manager tab. Under the Portfolio Manager section, update the Status to Approved.

Select the desired Project Manager from the dropdown, enter the required number of resources for the project, and include any notes if needed.

Click Save to apply the changes. A notification will be sent to the assigned Project Manager, who can then begin working on the project.