In this article, we will review how to register PPM Express tenant.
Please note: PPM Express is not functioning in the Internet Explorer browser.
Users within one Office 365 tenant/GSuite will be registered within one PPM Express tenant. Users who sign up for PPM Express via the Email option can invite other users to their tenant by sending email invitations (users can join this tenant using any email provider).
'PPM Express tenant' is a single instance of PPM Express service shared by users from the same Office 365 tenant/GSuite and/or created via Email option.
The PPM Express tenant will be registered once the first Office 365 tenant/GSuite/Email user signs up per the steps described below. Such a user is granted the Administrate app permission level by default and receives access to all components and features provided in PPM Express.
The users from the same Office 365 tenant/GSuite further registering in PPM Express will receive access to the same PPM Express tenant, initially created by the first user, if there are available user seats within the PPM Express subscription. Users who sign up for PPM Express via the Email option can invite other users to their tenant by sending email invitations. The required number of user seats can be purchased on the Billing Settings page. Permissions granted to such users will depend on the license type applied, Team Member or User.
- User type - users with this license type may have a full set of PPM Express permissions. By default, users with a User license type have manage resources permissions and permissions to view all projects, programs, and portfolios and edit projects, programs and portfolios they own. PPM Express administrator defines the permission level for each user with a User license type on the People Management page.
- Team Member type - users with the Team Member license type have read permissions and view all PPM Express Portfolios, Programs, and Projects by default. Using 'Collaborate on' permission, the PPM Express administrator can grant Team Members permission to edit PPM Express tasks. On the People Management page, the PPM Express administrator may define what Portfolios, Programs, and/or Projects exactly these users have permissions to review and/or edit tasks for.
As users register in PPM Express, Team member licenses will be assigned first. As all Team member seats are issued, User licenses will be assigned to the next users further registering in PPM Express. When users are registered in PPM Express, the PPM Express Administrator can change the license type and assign the licenses and permissions as required on the People Management page.
Please note: If no user seats are available within the PPM Express subscription, users cannot log in to PPM Express. They will get to the 'Request license' page and can request a license from the PPM Express Administrator. As the PPM Express Administrator receives a license request from the user, he can purchase more user seats of the required type. After this, the user can log in to PPM Express and the available license type will be assigned to this user.
When registering a new tenant, it is possible to select where to host your data:
- US data center
- EU data center
When a new customer would like to access the application for the first time, based on their location, Azure Front Door will process this request and redirect a customer either to https://app.ppm.express/eu/ or https://app.ppm.express/us/ web page. When a new customer registers a new tenant, it is possible to additionally check and select the data center appropriate for the organization. All data within this tenant will be stored and processed in a US or EU data center, depending on your choice.
"Office 365" option
To register a PPM Express tenant using Office 365, perform the following steps:
1. Visit the PPM Express application site at https://app.ppm.express/signup
2. Now, you are redirected to the PPM Express landing page. Select the Sign Up with Office 365 Account option.
You can also select Data Center (US or EU) and register your PPM Express tenant by selecting Europe or United States data storage.
3. Select the account you will be using to authenticate to PPM Express.
4. Click Accept to confirm that you allow PPM Express to access your Office 365 account details.
Global Administrator consent is not required by the PPM Express application. However, if according to your organization policy, the 'User consent for applications' settings are configured to request an administrator's review and approval of applications, it is required to grant Admin consent.
In this case, if you are using an account that does not have Global Administrator rights to register a new PPM Express tenant using an Office 365 account, the following window will be opened instead. It is required to grant Admin consent only once when registering a new tenant to allow the application to access the client's Azure AD tenant within the requested scopes.
5. Specify all the details - Company name, Company website, Job title, Your Full name, Phone number.
Select the plan that will be applied to your tenant. You can switch plans while using the trial to understand better which one is better for you. Open the Billing Settings page to manage your plans.
On the Billing settings page, you can select the required plan for the trial period or pay for it at once.
Congratulations, the PPM Express tenant is registered.
"Google" option
1. Visit the PPM Express application site at https://app.ppm.express/signup
2. Now, you are redirected to the PPM Express landing page. Select the Sign Up with Google Account option.
You can also select Data Center (US or EU) and register your PPM Express tenant by selecting Europe or United States data storage.
3. Sign in with your Google account. Enter your e-mail address and click Next to proceed.
4. Enter your password for your Google account. Click Next to proceed.
5. Click Accept if you allow the PPM Express app and Google to use your information in accordance with their respective terms of service and privacy policies.
6. Specify all the details - Company name, Company website, Job title, Your Full name, Phone number.
Select the plan that will be applied to your tenant. You can switch plans while using the trial to understand better which one is better for you. Open the Billing Settings page to manage your plans.
On the Billing settings page, you can select the required plan for the trial period or pay for the required plan at once.
Congratulations, the PPM Express tenant is registered.
"Email" option
1. Visit the PPM Express application site at https://app.ppm.express/signup.
2. Select the 'Email" option.
You can also select Data Center (US or EU) and register your PPM Express tenant by selecting Europe or United States data storage.
3. Sign in with your Email account. Enter your e-mail address and click the 'Send verification code' button to proceed.
4. Open your mailbox and copy the code from the email you receive from PPM Express.
Open the sign-up page again, enter the code and click the 'Verify code' button. The code is valid for 5 minutes. If the code is expired, click the 'Send new code' button.
5. When the email verification is completed, create a password and type in your name. You can change your password and name later if needed.
Click 'Create'.
6. Specify all the details - Company name, Company website, Job title, Your Full name, Your Phone number.
Select the plan that will be applied to your tenant. Open the Billing Settings page to manage your plans.
Click the 'Register' button.
Once the tenant is registered, you can add external PPM connections, import projects, add resources. Please find more details in the following article:
How to add Microsoft Planner connection and import/link projects
How to add JIRA connection and import/link projects
How to add Project Online connection and import/link projects
How to add VSTS/Azure DevOps connection and import/link projects