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1. Getting Started

User & Administration Guide — Version 1.0.0.26

Guide summary

A SharePoint administrator deploys the package, a site owner adds the web part to a dedicated site, and setup creates the PM_ lists. Sync to Teams after deploy.

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Requirements

  • Microsoft 365 with SharePoint Online. SharePoint Server (on-premises) is not supported.
  • A tenant App Catalog so a SharePoint or Global administrator can deploy the package.
  • A dedicated SharePoint subsite. Do not install on the organization root site.
  • A site owner who can add the web part to a modern page and complete setup.
  • Microsoft Edge or Google Chrome.
  • Optional: approval of Microsoft Graph Mail.Send if workflow email should send from the signed-in mailbox.
  • Optional: approval of Microsoft Graph User.Read.All if cycle participants should be cached from Entra ID. People pickers still work without that consent.

Deploy the app

  1. Upload performance-management-hub.sppkg to the SharePoint tenant App Catalog and deploy it to all sites, or to the site that will host the hub.
  2. On a dedicated subsite, create or edit a modern page, add a full-width section, and insert the Performance Management Hub web part.
  3. Publish the page. Setup does not run while the page is in edit mode.

Add it to Microsoft Teams

  • After the SharePoint app is deployed, use Sync to Teams in the App Catalog, or upload TeamsSPFxApp.zip.
  • A pending Graph permission request can block Sync to Teams until an administrator approves it. Lists still work on SharePoint without that approval.
  • Add Performance Management Hub as a personal app or as a channel tab.
  • A personal app, and a channel tab on a site that is not set up, asks which SharePoint site already has the hub. A channel tab whose own site is already set up opens that site.
  • Settings → Microsoft Teams can point the Teams app at the current site or disconnect it. The subscription follows the linked site.

First-time setup

Open the page as a site owner and complete setup when the app asks for it. Setup creates the hidden PM_ lists for cycles, participants, goals, reviews, 360, 1:1s, recognition, development, calibration, and settings. Use a dedicated subsite so performance data stays with this app.

Sample data

Include sample data during setup, or restore it later from Settings → General, if you want a walkthrough cycle. Sample data is created only for the person who clicks Add sample data (the installer). It does not add other people from the live site.

Trial and subscription

Performance Management Hub includes a 14-day free trial from first use of the site. After the trial, the subscription is $499 per year for unlimited users on that SharePoint site. Subscribe from Settings → Subscription. Checkout and billing open in a new browser tab, outside SharePoint and Microsoft Teams, at Chronodat subscription with slug performance-management-hub.

While the first subscription check is running, the home page stays on the loading screen. After the trial ends, working screens are replaced by the subscription page. Offline is treated as a connection problem, not an ended trial.