Once you have registered with Shadow, you are sent to Project page where you have two options: To edit a registered project or to start a new one.

Typically, you would want to play around with the sample project first - which is a good way to get to know the system.

Once you feel ready to start up your own, simply go to the File menu and click the New Project link. Also, observe that you may also  copy an existing project to make a new one. This is very handy if you are managing multiple projects doing the same kind of tasks, perhaps just in different areas.

Starting the New Project also starts up the advanced wizards there to guide you through the setting up of any kind of project.

As Shadow PMI is integrated towards Salesforce address list and calendar functions we suggest that you at this stage import the workforce list so you are ready to add resources to the actual tasks you will open up for.

Once you have added resources to the individual tasks you will also be able to add to their Outlook Calendar, and enable them to add the tasks to their schedule inside Salesforce.

Once you have successfully established a new project and added a core task, you can add sub-tasks to it, or add new, independent tasks.

The table has a total of 40-60 columns so it might be an idea to limit the view of what you need. This is accomplished by the Settings > Modify View setup. Feel free to take away all the columns you don’t need at the moment - the content will NOT be erased. As the project develops you will need other columns than at the startup. As an example: The “planned dates” might be important at the startup, while the “actual dates” are more important as the project moves on. Similarly, the budgeted costs are more interesting in the planning stage than the actual costs. As the project is put in production the opposite is often the fact.

Once you have established your first project, you will se that you already have your resources (coworkers) listed as available to you. Add them as needed, register their cost per hour (budget wise):

As the projects proceeds, each participant will fill out their worksheet:

Here is a Timesheet for a number of projects where the same person is involved:

This concludes the quick-start.