PPM Express allows you to effectively manage multiple projects by organizing them into Programs.
Programs allow you to monitor the performance of all associated projects, making it easier to align them with business strategies and track their progress in one central dashboard. You can streamline project management, monitor progress, and ensure that all projects contribute to the broader organizational strategy.
With PPM Express, you can:
Create and manage Programs.
Add existing Projects to Programs.
Create new Projects directly from the Program dashboard.
Once you open the Programs page, you will see a sample Program added for your convenience to review how everything works within Programs in PPM Express. The Programs page is built in a similar way to the Projects one.
You can also start creating your Programs and delete the sample data when needed.
Creating a Program
Creating a Program in PPM Express is simple and intuitive. Follow these steps to get started:
1. Access the Programs page, go to the upper left corner and click on the New button.
2. Set a Name for the Program: In the pop-up window, input a name for your new Program.
3. Choose Advanced Options: Under 'Advanced options,' you can see the layout that will be applied to the Program. When a tenant is created, it comes with one default layout. After creating a Program, you can create additional layouts and then apply the necessary one on Program creation. Layouts define which sections will be included in the Program dashboard.
4. Create a Filter: If you wish to organize your Projects within the Program automatically, select the Create Filter option. This will create a filter on the Projects page, allowing you to view or filter Projects by the Program.
5. Finalize the Program: After setting everything up, click the Create Program button. Your new Program will be created, and you will be directed to the Program’s dashboard.
PPM Express allows flexibility in Program ownership. You can assign multiple managers to a single Program, ensuring that the right stakeholders are involved in the decision-making process.
How to Add Projects to a Program
Adding projects to a Program is just as simple as creating one. Here’s how to do it:
1. On the Program dashboard, click the Projects tab in the left-hand menu or scroll down to the Projects section.
2. Click 'Add Projects': Once in the Projects section, click on the Add Projects button. A pop-up menu will appear, allowing you to add an existing Project.
3. Select Projects: In the drop-down list, choose the Projects you wish to add to the Program. After selecting, click Done.
4. Create a New Project: If you want to create a new Project for the Program, simply click the Create Project button. You can then proceed to fill in the details for the new Project.
A single Project can belong to multiple Programs, providing greater flexibility in organizing and managing your projects.
Programs in PPM Express serve as containers for projects that are related or interdependent. You can add multiple Projects and then add information to available Program sections to have everything you need in one place.
Once the Projects are created and organized into Programs, you can then add Projects and Programs to your Portfolios. For more details, check out How to Create and Manage Portfolios.