So, you've just registered for PPM Express with the PPM Plan — exciting!
With this plan, you have access to a powerful set of features to help you manage projects, resources, programs, and portfolios efficiently:
✔ Project, Program, and Portfolio Management – Track and oversee multiple projects, programs, and portfolios in one place.
✔ Resource Management – Allocate and manage team resources effectively.
✔ Task & Work Tracking – Organize and monitor project tasks with advanced tracking tools.
✔ Time Tracking – Log your hours (users can report time on the Project tasks they are assigned to, report time on custom tasks, or report time on administrative tasks).
✔ Power BI Reports – Access ready-to-use reports for in-depth project analysis.
✔ PPM Insights AI – Use AI-powered insights to enhance decision-making.
You have selected the Portfolio Management Scenario. Let's look closely at it.
Your First Look at PPM Express
When you log in for the first time, you'll land on the Quick Start Page — your gateway to getting started smoothly. Here, you can:
- Watch short videos explaining how to use the platform.
- Create your first project, portfolio, or program.
- Invite team members to collaborate.
- Reach out to us if you need any help.
We’ve also included demo data so you can explore how projects, programs, portfolios, resources, and other elements look in action. Once you’re ready to start fresh, you can easily delete the demo data and set up your own projects.
Navigating the Platform
On the left sidebar, you’ll find a list of all available pages in PPM Express. Some sections may be grayed out — this means they’re not included in your current plan.
Need help? We’ve got you covered:
- Use Live Chat anytime to ask us questions.
- Click the "Guide Me" button on each page to access quick overview guides.
Exploring the Projects Page
One of the key pages in PPM Express is the Projects Page. Here, you’ll find different ways to view your projects:
- Cards View – A visual layout for a quick project overview.
- Table View – A structured format with all project details.
- Timeline View – A chronological layout for tracking schedules.
Use filters to quickly find what you need and navigate through your projects with ease.
What's Next?
We recommend starting by creating your first project. Check out our step-by-step guide: How to Create and Manage Projects.
Ready to dive in? Let's get started!