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Help Guide for PPM Express Enterprise Ultra Plan

The following article includes video guides and help site article links to assist you in getting started with the PPM Express Enterprise Plan, reviewing its main functionality, and maximizing the benefits of the PPM Express application. 

This plan is the all-in-one platform for managing strategy, ideation, portfolios, programs, and projects across multiple project management tools and departments. It also includes multiple premium features such as Premium Support, Additional Tenants and Sandbox Environments, Advanced Time Tracking Capabilities, Archived Projects (as well as Private / Secure Projects to come soon), and more. 


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.

Task Management Articles


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.

OKR Management Articles


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.

➡ PPM Insights AI Articles


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.

Planner Connection Articles


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.

➡ Jira Connection Articles


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.

➡ Microsoft Teams App Article


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

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