Fabrikam Project Management

Guide — Setup

  1. Open Fabrikam Copilot Setup (Tell Me search).
  2. Allow the page to auto-create the singleton setup record (first open only).
  3. Confirm number series:
    • Project No. Series = FPMPROJ
    • Task No. Series = FPMTASK
  4. (Optional) Set Default Project Template (auto fills budget & duration when selected on new projects).
  5. (Optional) Adjust Task Suggestion Depth (default 2; used by future AI/template expansion logic).
  6. Toggle Enable AI Copilot / Enable Auto Task Generation as desired.
  7. (Optional) Set Default Resource Pool for downstream defaults.
  8. Enter any Notes for audit/context.
  9. Define master data:
    • Fabrikam Project Templates
    • Fabrikam Resource Pools
    • Fabrikam Pool Members
    • Fabrikam Role Rates
  10. Assign appropriate permission sets to users (see Roles section).
  11. (Optional) From Fabrikam Resource Pools, run Recalculate Availability to initialize metrics.