The following article includes video guides and links to the Help Center that will help you get started with the PPM Express Enterprise Plan, explore its main capabilities, and unlock the full potential of the platform.
PPM Express Overview
Get a high-level introduction to PPM Express and learn how it centralizes project, program, and portfolio management into a single, easy-to-use platform. Understand its core components and how they align with strategic execution.
Working with Portfolios, Programs, and Projects
Effectively organize work into portfolios and programs while maintaining full visibility across all levels of your organization. This video helps you understand the structure of Projects, Programs, and Portfolios in PPM Express and how to manage them efficiently.
➡ Portfolios, Programs, and Projects Management Articles
Task Management
Plan and manage tasks across projects, ensuring alignment with milestones and deadlines. Task management in PPM Express introduces the tools for assigning work, monitoring progress, ensuring task-level clarity and more.
Time Tracking
Track and report time spent on project and non-project tasks. Learn how to track time in PPM Express.
➡ Time Tracking and Time Reporting Articles
OKR Module
Drive results by aligning daily work with strategic goals using the Objectives and Key Results (OKR) module. Learn to create, track, and review measurable outcomes for better goal management.
PPM Insights AI
PPM Express Insights AI is a significant step in our ongoing initiative to equip Project and Portfolio managers with AI-powered capabilities that boost their daily work and transform how entire organizations handle Projects and Portfolios. Based on OpenAI's advanced AI capabilities, PPM Express Insights AI gives teams the insights they need to make wise choices and save time. Whether you're managing a single Project or overseeing a whole Portfolio, PPM Express has your back.
Roadmaps
Visualize strategic and tactical plans across all initiatives with Roadmaps. This module helps communicate direction, timing, and dependencies across teams and stakeholders.
➡ Roadmaps Management Articles
Working with Azure DevOps
Integrate Azure DevOps with PPM Express to synchronize work items and ensure alignment across systems. Learn how to effectively connect projects and maximize the benefits of this functionality.
➡ Azure DevOps Connection Articles
Working with Microsoft Planner Basic
Bring task planning from Microsoft Planner Basic into PPM Express for centralized visibility. This video covers the steps to connect and sync Planner boards and tasks.
Working with Project Online
Connect Project Online to PPM Express to consolidate schedules and progress tracking into one portfolio view. Learn how to streamline cross-platform data flow.
➡ Project Online Connection Articles
Working with Jira Software
Synchronize epics, stories, and tasks from Jira with PPM Express to manage agile and waterfall projects in one space. This connection helps bridge team collaboration between platforms.
Working with Monday.com, Smartsheet, Project for the web, Project Desktop
Integrate your preferred project management tools, such as Monday.com, Smartsheet, Project for the web, and Project Desktop, with PPM Express to unify all your planning and execution data.
➡ Monday.com Connection Articles
➡ Smartsheet Connection Articles
➡ Project for the web Connection Articles
➡ Project Desktop Connection Articles
Microsoft Teams App
Use PPM Express directly within Microsoft Teams to streamline collaboration. This app allows users to view project data and updates without leaving Teams.
Deploying Power BI Reports for PPM Express
Take reporting to the next level with pre-built Power BI packs that visualize key metrics. Learn how to deploy executive and resource management dashboards.
➡ PPM Express Power BI Reports
➡ Installing Executive Pack
➡ Installing Resource Management Pack