PPM Express Help Center

What do you need help with?

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    Projects page

    Projects page includes the list of all projects imported into PPM Express, linked to the projects from the external systems, or created manually within PPM Express.

    Projects import from the external systems and linking are not available for Core plan. 


    Similar to the Portfolios page, the Projects page may be viewed as a tileset, configurable table or timeline.

    Regardless of the view type used, the list of your Projects can be filtered using the Filter field in the right upper part of the page. Using this control item, you can also create filter presets.

    You can use the existing filters or create your own custom filters using the Filter option. 

    There are two prefilters and general filters: 

    • Only Mine option allows to display only the projects where you are a Project Manager;
    • Favorite option allows displaying projects that you visit the most. In order to simplify access to projects that you visit the most, these projects can be added to Favorites. For this purpose, each project has a icon on the project card and on the project dashboard Summary section. This icon is also available on the configurable table view (on the General info view only). Click the icon to add the project to Favorites. Once the project is added to Favorites, the icon is changed to . Click this icon to remove the project from Favorites.
    • General filters: All, Active projects, On track projects, At-risk projects etc..

    The default filters can be edited as well. If you select any filter, let's take Active Projects, as an example, you will see the filter attributes on the left. 

    If you click on the filter attribute, it will be opened for editing. 

    When you edit the default filters or create custom filters, you can use the custom fields that you have added to the Details section of the Project Dashboard. 

    Please note: It is possible to assign several managers for the same Project.


    Projects: Card view

    Using View selector in the upper left part of the screen, you can select which stats will be shown for each project: Summary or Costs.

    Using Sort By option in the right upper part of the page, you can sort the projects by 'Newest on Top' and 'Oldest on Top' and alphabetically.

    To edit a Project, click on the corresponding tile. 

    It is also possible to edit or delete Projects by opening the sign and choosing Edit or Delete from the drop-down menu

    PPM Express allows tracking project progress from the Linked Project icon(s) in the right upper part of each project tile:

    • for Project Online % Complete is displayed on the Linked Project icon;
    • for Planner the first number shows the number of tasks with status “Complete” and the second number shows the total number of tasks. 
    • for Jira the amount of “Story” issue types in the project is displayed, where the first number is the number of entities with status “Complete” and the second number is the total number of entities. In case there are no “Story” issues types in the project, PPM Express will display the progress based on the amount of “Task” issue types.
    • for Azure DevOps the amount of work items in the project is displayed, where the first number is the number of work items with status “Closed” and the second number is the total number of entities. By default, project progress is calculated by User Stories for projects created under Agile process and by Tasks for projects created under Basic, Scrum and CMMI processes. Alternatively, you can enable state mapping of work items. Please find more details here.

    Also, PPM Express allows linking a project to several Connections at once. If the project is linked to several Connections, project progress from several linked Connections will be available for review.

    Click the icon to add the project to Favorites. Once the project is added to Favorites, the icon is changed to . Click this icon to remove the project from Favorites.


    Projects: Configurable table

    The configurable table represents available projects as a table. By default, it is switched to the General info view with basic stats only for each project.

    Using View selector in the upper left part of the screen, you can create and configure new Views to show additional columns for preferred stats for each project in the list. 

    Favoritesbutton allows adding projects to Favorites similar as on the Card view data representation. Favoritesbutton is available only on the General info view.

    To bulk edit or bulk delete Projects, select the ones you need in the configurable table view and click Bulk Edit or Delete option as required. 

    Run sync option allows to run data synchronization for the selected Projects at one go.  

    It is also possible to apply a default layout to a number of Projects at one go by selecting the required Projects and clicking the Layout button. In this case, the selected layout of the Project Dashboard will be applied to the selected Projects.


    Projects: Timeline

    The timeline shows the list of all available projects as a timeline chart, displaying the start, finish and deadline dates for each project.

    Click on the name of any project to edit it.

    Similar to Configurable table data representation, by default, Timeline representation is switched to the General info view with only the basic info for each Project.

    Using View selector in the upper left part of the screen, you can create and configure new Views to show additional columns for preferred stats of your Projects. Each custom view will still display timelines of project timelines in addition to the columns selected for the custom view. 

    To bulk edit or bulk delete Projects, select the ones you need in the timeline view and click Bulk Edit or Delete option as required. 

    Run sync option allows to run data synchronization for the selected Projects at one go.  

    It is also possible to apply a default layout to a number of Projects at one go by selecting the required Projects and clicking the Layout button. In this case, the selected layout of the Project Dashboard will be applied to the selected Projects. 

    The timeline color depends on the project Progress and Overall Status:

    • Grey - project Progress is set to Completed
    • Blue - project Progress is set to Not Started
    • Green - project Progress is set to In Progress and Overall Status is set to On Track
    • Orange - project Progress is set to In Progress and Overall Status is set to At Risk
    • Red - project Progress is set to In Progress and Overall Status is set to Critical 
    • Dotted line - project key dates or iterations are out of project dates (project start and end dates)


    PPM Express Power BI Reports

    PPM Express provides more than 50 accurate and comprehensive Power BI reports with a graphical representation of PPM Express data.  

    To enable External PPM Express Power BI Reports, please follow the steps described in 'External Power BI reports configuration' article.  

    PPM Express provides an ability to review PPM Express Power BI Reports for the selected Projects on the Project page

    A drop-down menu in the right lower corner of each Project opens PPM Express Power BI Reports for the selected Project. 

    Also, a drop-down menu is available for the configurable table view and it opens PPM Express Power BI Reports for the selected Project as well. 

    As you click on the report, it will be opened in a new window displaying the information for the selected report. 


    Was this article helpful?

    Table of contents

      Still can't find what you're looking for?

      Contact Support
      Back To Top