--- title: "Project Managers Getting Started Guide" slug: "project-managers-getting-started-guide" updated: 2026-09-09T13:54:44Z published: 2026-09-09T13:54:44Z canonical: "success.panaya.com/project-managers-getting-started-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Project Managers Getting Started Guide Role-based learning path Everything a Project Manager needs, in order You own timelines, resources and risk. This guide covers the Panaya features that give you visibility into progress, keep testing on track and surface problems before they hit the go-live date. Choose where to begin [Step 1Set up your workspace](/docs/project-managers-getting-started-guide#set-up) [Step 2Align milestones and risk](/docs/project-managers-getting-started-guide#project-planning) [Step 3Guide testing progress](/docs/project-managers-getting-started-guide#test-planning) [Step 4Review delivery evidence](/docs/project-managers-getting-started-guide#test-evidence) [Step 5Track issue resolution](/docs/project-managers-getting-started-guide#defect-management) [Step 6Keep everyone moving](/docs/project-managers-getting-started-guide#collaborating) ## Set up your workspace Get access and set your preferences before anything else. [**Login**](/v1/docs/how-to-log-in-to-panaya) How to log in to Panaya. [**User profile**](/v1/docs/how-to-edit-my-profile) Change your password, name, language and email preferences. ## Align milestones and risk Keep the project's phase, health and execution plan visible to everyone. [**Setting the project status**](/v1/docs/how-to-set-the-project-status) Keep stakeholders informed by updating status as milestones pass. [**Project status**](/v1/docs/what-does-the-project-status-mean) What each phase means, and how it aligns with testing and defect goals. [**Project risk widget**](/v1/docs/how-to-read-and-configure-the-project-risk-widget) Spot risk early through real-time project health and defect trends. [**Project execution plan**](/v1/docs/project-execution-plan) Define and track the execution steps behind defect resolution. [**The Projects & Releases view**](/v1/docs/how-to-view-all-projects-and-releases-risk) One place to track every project and release. ## Guide testing progress Plan the cycles, get tests in, then watch whether you are on track. [**Creating new test cycles**](/v1/docs/how-to-create-a-new-test-cycle) Set up a new cycle in your project. [**Planning cycles**](/v1/docs/how-to-plan-test-cycles-within-panaya) Set cycle details such as start and end dates. [**Launching cycles**](/v1/docs/how-to-launch-a-cycle) Tell everyone it is time to start testing. [**Importing tests**](/v1/docs/test-import) Bring existing tests into your cycles. [**Generating tests with AI**](/v1/docs/generating-tests) Use [Seemore Intelligence](/v1/docs/seemore-intelligence) to create tests from requirements or natural language. [**Test reports**](/v1/docs/what-are-the-available-tests-reports) The built-in reports available to you. [**Project dashboards & widgets**](/v1/docs/the-project-dashboards-and-widgets) Build a testing dashboard around what you need to watch. [**Testing progress forecast report**](/v1/docs/testing-progress-forecast-report) See whether current velocity gets you to the end date on time. [**Planned vs. actual report**](/v1/docs/how-to-read-the-planned-vs-actual-report) Compare real progress against your original plan and daily targets. [**The list view**](/v1/docs/tests-list) Sort, filter and group tests, then assign, export or edit in bulk. ## Review delivery evidence Confirm what was tested, and get it out for audit or sign-off. [**Test evidence**](/v1/docs/where-can-i-view-the-test-evidence-1) Review the evidence captured with the Panaya Recorder. [**Exporting a single test evidence**](/v1/docs/exporting-a-single-test-evidence) Export one test evidence on its own. [**Exporting tests**](/v1/docs/test-export) The different types of test export available in Panaya. Tip You can jump back to recently viewed items — [here is how](/v1/docs/where-can-i-view-recently-viewed-items-in-a-project). ## Track issue resolution Monitor what testing turned up and how quickly it is being cleared. [**Project dashboards & widgets**](/v1/docs/the-project-dashboards-and-widgets) Build a custom defect dashboard. [**Project defects list**](/v1/docs/how-to-sort-filter-group-defects) Review every defect in the project and take action. [**Mass editing defects**](/v1/docs/mass-editing-defects) Change owners, priority and more across many defects at once. [**Defect reports**](/v1/docs/where-can-i-view-defect-related-reports) The built-in defect reports available to you. [**Defect resolution workflow**](/v1/docs/defect-resolution-workflow) Define the resolution reasons testers pick from. ## Keep everyone moving Reach the right people without leaving the activity you are looking at. [**Comments**](/v1/docs/how-to-add-a-comment-to-an-activity) Collaborate with the team directly on tests or defects. [**Attachments and links**](/v1/docs/how-to-add-an-attachment-or-a-link) Add documents or links for others to review. [**Broadcasting a message**](/v1/docs/how-to-broadcast-a-message) Send one message to all stakeholders about tests and defects. [**Subscribing to activities**](/v1/docs/how-to-subscribe-to-an-activity) Get email notifications when a test or defect changes. [**Sharing a direct link to an activity**](/v1/docs/can-i-share-a-direct-link-to-an-activity) Point a colleague straight at the item you are discussing. Tip Learn how to [search like a pro](/v1/docs/how-to-use-the-project-search-box) and find tests, defects and more across your project. [More collaboration articles](https://success.panaya.com/docs/collaborate)