How-to Articles
Learn how to get various tasks done for getting the most out of your PPM Express account
- How to check Projects sync status
- How to create and edit filters
- How to launch synchronization for a number of Projects
- How to change currency for PPM Express tenant
- How to save and apply layouts and views
- How to export/import project sections items to/from CSV file
- How to add a custom department or role to the Resource Dashboard
- How to delete PPM Express tenant
- How to use 'Tags' field for filtering
- How to create public/private filters and views
- How to share Projects, Programs and Portfolios
- How to replace users
- How to create a task level custom field
- How to limit Project/Program/Portfolio dashboard information for certain users
- How to import Key Dates/Risks from Project(s) to Portfolio(s)/Program(s)
- How to export PPM Express entities to PNG files
- How to export/import Projects/Programs/Portfolios/Resources to/from CSV file
- How to configure and use ID field in Projects, Portfolios, Programs, Ideas
- How to customize status categories for Projects/Programs/Portfolios/Tasks/etc
- How to find HAR files for troubleshooting
- How to use the Embedded Content section
- How to embed Power BI Reports to Project dashboard
- Query string parameters for embedding specific Power BI Report details to Project dashboard
- How to import Deliverables
- How to update Power BI Report Pack
- How to embed Power Apps to PPM Express
- How to use inline editing in PPM Express
- How to use the Search feature in PPM Express
- How to troubleshoot issues with projects linked to Azure DevOps
- How to edit a Process for Once Plan
- Upcoming changes to Process Management: transitioning to Project State & Legacy Process changes
- How to use the Rich Text field
- How to use Presentation Mode to display Project dashboard as Power BI Report