In this article, we will review how to use inline editing in PPM Express.
This functionality is designed to streamline and accelerate work with items by reducing the need for additional clicks and navigation.
The inline editing feature enables users to edit items directly on main pages, including Projects, Portfolios, Programs, Resources, Tasks, Objectives, Ideas, and Roadmaps, as well as within sub-items like Key Dates, Risks, Issues, etc., all without needing to open the dashboard or Details panel.
An edit (pencil) icon appears next to the title fields, allowing users to quickly modify the title directly.
For other fields, users can simply click on the field line to select or type in a value.
To save changes, press Enter; to exit without saving, press Escape.
With numerous fields available in the Details panel, inline editing makes it easier than ever to find the necessary fields and update values. Users can create custom views with specific fields and then quickly switch to these views to edit relevant fields without even opening each item individually.
If a user has permission to edit an item on the dashboard (or Details panel), they will also have access to inline editing. Conversely, if the user lacks editing permissions, they will not be able to make inline edits. Additionally, fields that are non-editable, for example, due to settings like auto-calculation, will also remain non-editable in inline mode. Non-editable fields are marked with a distinctive "non-editable" icon.
Inline Editing Exceptions:
Fileds that can be edited on the Edit or Details panel but cannot be edited inline:
- Text Multiline fields in timeline views.
- Predecessor field in Tasks.
- Dependencies field in the Dependencies section.
There are certain sections where inline editing is not available:
- OKRs within Projects
- Utilization section within Resources
- Key Results section within Objectives
- Programs & Projects section within Portfolios and Projects section within Programs
- Resource Plan for two specific fields only: Charge Rate and Billing Code
Also, there are certain pages where inline editing is not available:
- My Space
- PPM Insights
- People Management
- Resource Planning and Utilization
- Strategic Priorities