Starting a new project in PPM Express is quick and easy. Whether you’re managing a single initiative or an entire portfolio, setting up your project correctly ensures smooth collaboration and tracking. Let’s go step by step.
Creating a Project
Go to the Projects Page – In the upper left corner, click New to start a new project. A New Project panel will appear on the right side of the screen.
Enter a Project Name – Choose a clear and descriptive name for your project.
Select a Process and a Layout – Each Project in PPM Express is assigned a process upon creation (a default one is selected on your plan; it can be adjusted later on). A Process defines the workflow a project follows, including its stages and phases. It provides a structured approach to managing projects, ensuring consistency and clarity throughout the project lifecycle.
Each project layout defines the sections available on your Project dashboard. A default layout is already pre-selected, but you can create more layouts later. The Layout defines the sections available on your Project, such as Risks, Issues, Key Dates, etc., from which you can add, edit, and manage corresponding entities in your project.
Click "Create Project" – Your new project will be created, and you’ll be taken to its Project dashboard.
Welcome to Your Project Dashboard
Now that your project is created, you’re in the Project dashboard — the central hub for managing your project.
- The Project dashboard consists of a number of sections that you can use to populate key data for your Project items or add general information about your Project.
- The dashboard layout (the list of sections that are available on the Project dashboard and their configuration) depends on the template you selected during creation, but don’t worry — it’s fully configurable. PPM Express Administrators can create multiple views (add, remove, or rearrange project sections to match the workflows).
- As a Project Manager, you can apply the views to your Project, pin them to the header for better navigation, and share the project by specific views with colleagues based on their roles or departments. For more details, please refer to the "How to create and apply Views and Layouts" article.
You’ll find additional settings and actions under the ellipsis menu in the top-right corner of the dashboard.
Start Adding Information
To make your project actionable, start by filling in the essential details.
You can start with Project Details and add start and finish dates, priority level, project manager(s), and other key data.
Once your basic project information is set up, it’s time to create tasks and start planning work. Head to the next article to learn more: How to Add Tasks to a Project.