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.

    Extended Release Notes - PPM Express

    In this article, you will find an extended overview of all the new features right after the release. 

    If you would like to receive an email notification with an extended features overview a few days before the upcoming release, please fill in the PPM Express Release Notification Form

    Release Notes 10.17 @ May 4, 2022

    1. The logic of saving the last selection choice of how the information is displayed on the Roadmap Dashboard page changed.  

    Before: When you selected a column width/ views/ timescales/ timeframe/ sorting/ filters on the Roadmap Dashboard page, these changes were reset to default when you closed PPM Express and re-opened it.  

    Now: When you make a change to a column width/views, etc. on the page, these changes will be saved no matter if you switch between the pages or re-open the PPM Express application itself.   

    The following changes will be saved from now on: Timeline View: Timescales (Days, Weeks, Months, Quarters, Years), Timeframe (date range), Style Settings, Filters. List View: Columns width, Sorting, View, Filters.

    These changes are saved per user and per page. If you open PPM Express on a different device or browser the changes will be saved as well.

    Release Notes 10.16 @ April 27, 2022

    1. It is now possible to set a baseline for internal PPM Express tasks. 

    It allows taking a snapshot of your schedule that includes information about the Start Date, Due Date, Duration, Effort, and Original Estimate. If the information for these fields is changed, the baseline won't be changed and will remain the same, as it was set initially. If the task dates are changed and you need to change the baseline, you can use the 'Set Baseline' option again and it will be changed. 

    You can hide the Baseline from the timeline using the 'Style' menu. 

    Also, you can review the current information for these fields and compare it to the baseline in the Baseline section, when the task is opened for editing. 

    Also, you can add these fields to the List/Timeline view and review the information for all tasks there. 

    2. Improvements to the Resource Plan:

    • Total Planned and Total Actual columns were added to the Resource Plan project section, Resource Utilization, etc. 
    • The calculated total fields ‘Estimated Cost’, and ‘Estimated Revenue’ were added to all pages and sections related to Resource Management.
    • Committed resources can be now set back to Proposed using the 'Uncommit' option. 
    • The ‘Plan’ on the Resource Dashboard was renamed to Resource Planning and Utilization.
    • It is now possible to group data by projects on the Resource Planning and Utilization page.
    • ‘Hours View’ is now set as default in all pages and sections related to Resource Management.
    • Standard views (Hours, Percent, FTE, Chart) were added to the Resource page.
    • The warning was added to Resource Plan if a resource is allocated outside of project dates.

    Release Notes 10.15 @ April 20, 2022

    1. The 'Shift Allcoation' option is available. 

    The "Shift Allocation' option allows moving the hours planned for a resource(s) if the resource starts working on the project earlier or later than planned initially. As an example, this may be useful for cases when the start date for the project was changed and it is required to move the resources planned to the start date of the project.

    2. The 'Configure Connection' screen on the Projects/Programs Dashboard Page was redesigned. 

    The design of the 'Configure Connection' screen was changed for easier navigation.

    Release Notes 10.14 @ April 11, 2022

    1. Capacity and Actual Hours were added to the Resource Plan.

    It is now possible to set and review the Capacity and Actual hours for Resources in addition to the Planned hours. 

    You can decide by switching the corresponding checkboxes if you need to review Capacity and Actual Hours or not. The Planned Hours toggle is switched to ON by default but you can change it as required. 

    This functionality was added to all pages where you can plan resource availability (Resource Plan project section, Resource Utilization, etc.). 

    To set the Planned or Actual hours, you can double-click on the required column (hours) and type in the hours. Also, you can use the Set Planned and Set Actual buttons on the top. These buttons are also available from the tooltip for each resource. 

    Release Notes 10.10 @ March 28, 2022

    1. Billing Settings page was redesigned and the subscription plans were changed. 

    PPM Express Professional plan was renamed to PPM Express Portfolio to better indicate positioning on project portfolio management. A new PPM Express Product Management plan was added. 

    2. The Projects Import page was redesigned. 

    On the first step of this page, you can select the connection and review the list of available connections added before. 

    3. Improvements for Roadmap Dependencies.

    It is now possible to open a roadmap item for edit by double-clicking on the required one.

    Also, you can delete dependencies between roadmap items directly from the timeline. For this, you need to click on any arrow that outlines a dependency and use the Bin icon on it.

    Also, if you select an item on the roadmap or several ones using the Ctrl button, their Dependencies are highlighted for a better view.

    Release Notes 10.9 @ March 17, 2022

    1. People Management page was redesigned and new features will be added. 

    1) The Regular license type was renamed to User License. 

    2) It is possible to create a default set of permissions for new users on the People Management page. 

    When the new users join PPM Express, the created default set of permissions is applied to such users according to their license type. 

    Also, if you switch the license type for the user, the default set of permissions is also applied. 

    3) Bulk edit of user permissions for the existing users was added. 

    Using the bulk edit functionality it is possible to set the required permissions for a number of users at once. 

    If you select both the Team Members and the Users for bulk edit, the set of permissions will be limited to the Team Members' permissions. 

    4) The 'Allow auto-registration' and 'Allow Everyone To Invite New Users' settings were moved to the 'Access settings' menu. 

    2. Resource Plan section is now visible for everyone. 

    Before: Resource Plan section was visible and editable to users with the 'Manage Resources' permission only. 

    Now: Resource Plan section is available for all users with edit/view permission for the project in the 'View only' mode. Only users with the 'Manage Resources' permission and permission to edit the project in question will be able to edit it. 

    Release Notes 10.8 @ March 10, 2022

    1. A new field 'Hyperlink' was added to all PPM Express entities. 

    This field allows adding a link to any external system. When the link is added you can use it to open the site from the PPM Express project, portfolio, program, key date. etc. 

    You can hide the link address and type in the name for it instead. 

    2. Assignment field for Risks and Issues is now a multichoice field. 

    You can now add more than one assignee to the Risks and Issues across PPM Express. 

    3. Description field was added to the PPM Express My Space page.


    Release Notes 10.7 @ February 22, 2022

    1. An action to create dependencies was added to the Roadmap timeline bar directly. 

    You can now create dependencies from the timeline bars directly without opening the item for editing. 

    Click the 'Create Dependency' button on the required item and select the item it should depend on. 

    2. The 'Show link' option was added to the Style menu of the Roadmap timeline. 

    Using the 'Show link' toggle you can add an indicator to the Roadmap timeline and show if the items were manually created or imported.

    If the item was imported from an external system, the external system icon will be also displayed. 

    3. It is now possible to update items imported to the Roadmap in a bulk.

    Before: To update the Dates, Progress, and/or Status of the imported items according to their source values, the items were opened for editing one by one and the values were updated according to the source using the 'Apply' button next to these fields. 

    Now: An Update button was added to the list of actions to update the values for the imported items according to their source values faster and in a bulk. 

    To update one item, click on the required item and hit the Update button. Choose the information you need to update for this item and click Update. 

    To update several imported items at once, hold the Ctrl button and click on the required items on the timeline to select them, then hit the Update button. Choose the information you need to update for the selected items and click Update. The Dates, Progress, and/or Status values will be updated for all selected items at once according to their source values. 

    Please note: You can update the Dates, Progress, and/or Status of the imported items according to their source values in the same way as you did before, Update button is an additional, easier way to update the items. 

    Release Notes 10.6 @ February 17, 2022

    1. Linking is now available for Programs. 

    It is now possible to link your PPM Express programs to a project from an external system (Project Online, Jira, Azure DevOps, Planner). Connection on the Program level can be used for quick navigation to the external system project. No data will be synchronized to the PPM Express program.

    The linking process is very similar to projects, the connections are added in the very same way. 

    Please refer to the following articles for more details: 

    Release Notes 10.5 @ February 10, 2022

    1. Export/Import to CSV file option was improved for all entities. 

    Before: When exporting PPM Express items to the CSV file and then importing it back to PPM Express, the entities were not updated according to the changes in the CSV file, new entities were created instead. 

    Now: When exporting PPM Express items to the CSV file and editing the items there (change duration, progress, predecessors, etc.) these changes will be applied to items on importing the information from the CSV file back to PPM Express (the items will be updated with the information from the CSV file). 

    Please note: The items are found by UIDs and updated accordingly. If the UID is deleted from the CSV file or updated there, new items will be created in PPM Express when importing data from this CSV file. 

    Please note: Changes made in the CSV file for the imported items from external systems will be ignored. Also, if any invalid data was provided in the CSV file, it will be ignored when importing to PPM Express. 

    2. Roadmaps can now be added to MS Teams channels if the PPM Express app was installed for MS Teams. 

    Before: You could connect PPM Express to Teams channels and add PPM Express projects, programs, portfolios, my space page, and challenges to the required Teams channels and manage them from Teams directly. 

    Now: It is also possible to add PPM Express Roadmaps to the required Teams channels to open manage them there according to your permissions. 

    3. The view of the Roadmap actions for items was redesigned on the timeline. 

    Before: To open the item for editing, clone it or delete the item from the timeline view you navigated to the item and selected the required action from the list.

    Another way to open the item for editing was to click on the item on the timeline. 

    Now: To perform actions to the item: edit, delete, move to the backlog, clone it, you should select the item by clicking on it and then select the required action from the list in the top right corner of the item bar. 

    4. Warnings were added to the Roadmap dashboard. 

    If there are any items imported to the Roadmap dashboard and their start/due dates, progress and/or status was changed (differs from the original item) a warning will be shown for such items both on the timeline and table view of the Roadmap dashboard. The warning number will indicate if all three values differ from the original ones or only one/two. 

    The total number of items with warnings will be shown at the top of the page. 

    Also, you can use a filter to show the items with warnings only and use the Style menu to hide the warnings from the timeline view. 

    Release Notes 10.4 @ January 19, 2022

    1. Dependencies were added to the roadmaps and can be now displayed on the Roadmap Timeline. 

    It is now possible to establish Dependencies between roadmap items and visually display them on the Roadmap Timeline.

    To establish dependencies, click on the required item to open it for editing, switch to the Dependencies page and assign dependencies as required. Save the changes. 

    The ‘Show Dependencies’ option was added to the ‘Style’ menu that allows showing the dependencies on the Roadmap Timeline. 

    2. Progress and Status value is now transferred from the source element when the item is imported to the roadmap. 

    Before: Only Start date and Finish date values were imported with items to the roadmap.

    Now: Progress and Status values are also imported to the roadmap with the items. 

    Progress value will be imported for key dates, tasks, and objectives.

    Status value will be imported for programs, projects, tasks, key dates, and objectives. 

    The ‘Show Status’ option was added to the ‘Style’ menu that allows to color roadmap items with the color of the Status instead of the lane color. 

    Release Notes 10.3 @ January 13, 2022

    1. Table view was added to the Roadmap dashboard. 

    You can now switch between the table and timeline view on the Roadmap dashboard. 

    Table view includes two groups: Planned and Backlog. 

    All items added or imported to the roadmap from the table view are added to the Backlog group first. Items added to the Planned group appear on the timeline view. 

    Table view allows reviewing details for the roadmap fields and taking actions to the selected items in a bulk (delete, move, clone, set progress, assign the selected items). 

    2. Prioritization of roadmap items is now available within the table view on the Roadmap dashboard. 

    It is now possible to prioritize features, projects, ideas that you may have within your roadmap and determine which features and initiatives should be put on the timeline view of the roadmap and completed as soon as possible.

    There are several default views that you can use to prioritize your items. You can also create your own ones as required. 

    Release Notes 10.0.2 @ December 16, 2021

    1. PPM Express Public API

    PPM Express exposes REST API that allows integrating PPM Express with your existing tool ecosystem to automate processes and workflows. You can use it to build add-ons for PPM Express or develop integrations between PPM Express and other applications. 

    Access to the API is granted via personal tokens. Please refer to the Automation settings in PPM Express and Configuring Public API articles for detiled information about public API in PPM Express.

    2. 'Style' menu was added to PPM Express Roadmap. 

    It is now possible to configure the style of the Roadmap bars using the 'Style' menu. You can now make the bars larger, show or hide Dates and/or Progress from the bars. 

    3. 'Export to PNG' option was added to PPM Express entities. 

    You can now export PPM Express entities to PNG files and use them for reporting purposes or add them to your presentations:

    • portfolios 
    • programs 
    • projects 
    • resource
    • roadmaps
    • tasks 
    • key dates 
    • risks
    • Projects section of Programs
    • Programs and Projects section of Portfolios
    • issues
    • action items
    • iterations
    • lessons learned
    • key decisions
    • change requests
    • dependencies

    This option is available from the 'Actions' menu of PPM Express pages (table and timeline/swimline views). 

    You can also use this option from the File menu of the entities listed above. 

    Release Notes 9.5 @ December 9, 2021

    1. Duration field was introduced in Project Tasks.

    Duration is represented as the number of working days. 

    Start Date, Due Date, and Duration fields are now interconnected, if there are any changes to one field, the values for other fields will be recalculated accordingly. 

    By default Start and Due date values are filled in automatically on tasks creation taking into account the Project Start date (or the current date) and the Duration is set to one day (if you do not set your own values). 

    Tenant Calendar Settings and Exceptions are taken into account when the Duration is calculated to display an accurate number of working days in your organization. 

    As defining task duration is an important step in the task planning process, the Duration field will now be a part of the default views in Tasks.

    Please note: If there was a custom Duration field created for your tasks, it will be automatically renamed to Duration (Custom) after the release. 

    Please note: Duration field value will be set automatically only for those existing tasks that have both Start and Due dates. 

    2. Key Dates will not be deleted automatically in PPM Expres when they are deleted in the External system. 

    Before: When the imported Key Dates were deleted in the external systems, they were also automatically deleted from PPM Express after data synchronization. 

    Now: The Key Dates imported from the external systems (Azure DevOps, Jira, and Planner only) will not be deleted from PPM Express after data synchronization, even if they were deleted in the external system. A warning will be shown for such Key Dates instead, notifying that this item was deleted there (or the item has no dates set). 

    Please note: If you disable warnings for the project, these warnings will not appear for the deleted Key Dates. 

    3. The link was disabled for resources that do not exist in PPM Express but were added to the Time project section (synchronized from PPM Express Time).

    Before: The resources were clickable in the Time project section. When clicking on such resource a window was opened notifying that the user was not found. 

    Now: This link is disabled for resources that do not exist in PPM Express but were added to the Time project section during data synchronization from PPM Express Time. If a resource is created in PPM Express, it will be linked with the resource in the Time section and the link will lead to the Resource Dashboard.

    Release Notes 9.2.1 @ November 22, 2021

    1. The Report settings page was redesigned to include the list of available report packs.

    Before: Users downloaded and configured the PPM Express Power BI Report packs from the help center. 

    When the report pack was configured, users could paste the report home page URL to PPM Express 'Home page report URL' field to navigate to this report from PPM Express pages (Portfolios, Programs, Projects pages as well as Portfolio, Programs and Project dashboards). However, users could add only one pack to be displayed on these PPM Express pages. 

    Now: The report packs are available for download from the Report Settings page directly. 

    Also, the 'Report URL' and the 'Scope' fields were added to each pack on the Report Settings page. 

    Users can now download each pack from PPM Express directly, configure them and then paste the home page Report URL of each pack to PPM Express. As the Report URL is added to PPM Express, users can select the scope (PPM Express pages) where these reports will become accessible. 

    Users can add custom reports to the Report Settings page and make them accessible from other PPM Express pages for easier navigation.

    Users can now access their reports (PPM Express report packs and custom reports) from PPM Express pages directly. 

    Please note: PPM Express Planner and Azure DevOps report packs can be also added to PPM Express report settings as custom reports. 

    Please note: If you have configured the Advanced report pack and added the report URL to PPM Express, it will be preserved with the new release. 

    If you have configured any other report pack before this release and added its URL to PPM Express 'Home page URL' field, it is required to open the Report Settings after the release and add the report pack home page URL to the 'Report URL' of the required report pack. 

    Release Notes 9.1 @ November 11, 2021

    'Days of week' section was added to calendar exceptions. 

    Both tenant-wide and resource calendar exceptions were updated with a new 'Days of week' section. 

    Before: When you created an exception and provided the start and finish dates, this exception was applied for the whole period selected. 

    Now: When you create an exception and provide the start and finish dates, you can also specify the days of the week for which this exception should be applied. Thus, you can exclude the days of the week that should have regular hours or apply another exception for these days. 


    Release Notes 9.0 @ November 4, 2021

    1. A new Roadmaps module was added to PPM Express to visualize your company and team strategies, plans and communicate major steps and milestones. The Roadmaps module option is currently available as a Preview for customers on PPM Express Professional and Professional Enterprise plans.

    The Roadmap consists of a series of tasks and milestones that are assigned to different teams or stakeholders. A roadmap allows decision-makers to plan and track their company's progress at the macro level by combining team-specific roles and business objectives. 

    You can now create Roadmaps, create groups and labels within the Roadmap, and add items either manually or by importing them from PPM Express Projects, Portfolios, Programs, Tasks, Objectives, Key Dates, Ideas. 

    When the items are added you can add them to the required groups, change the position of the items on the timeline directly using the drag and drop functionality. 

    It is also possible to change the timeframe for the item by dragging it to the required date on the timeline. 

    All Roadmaps can be viewed on the Roadmaps page that includes a list of all Roadmaps and allows creating and managing Roadmaps within the organization. 

    Similar to other PPM Express pages, the Roadmaps page may be viewed as cards or a configurable table. Use filters to quickly find the required roadmap. 

    2. The scroll option was added to the Tags field to review all available tags at once.

    Before: Only the first 10 tags were available in the Tags field. To find tags, users could start typing the tag name and select the required one. 

    Now: All tags are available in the Tags field. The scroll option was added to the Tags field allowing to find the required tag if users don't know its name. 

    3. People Management page was redesigned for easier navigation.

    The Roadmaps permission section was added to People Management to assign permissions to view, edit and create roadmaps. 

    User Settings page was redesigned for easier navigation.

    Before: Common settings, Project, Program, Portfolio permissions were open and displayed on the User Settings page. 

    Now: Common Settings, Project, Program, Portfolio, and Roadmap permissions are hidden. To assign permissions for a user as required, click on permission to open it first. You don't need to scroll down to the required permission, just select it from the list and open it. 

    4. The items can now be deleted from the Edit Item Page directly using the red bin button. 

    Before: To delete PPM Express items, users selected the item in question and clicked the Delete item button. 

    Now: A red bin button was added to the Edit Item page and users can now delete items from this page as well. 

    Please note: For Risks, Issues, and Iterations imported from external systems, this option is not available as they are deleted from the external systems.

    Release Notes 8.3.1 @ August 31, 2021

    A new section “Dependencies” is added to the Projects dashboard. Using this section, as a Project Manager, you can specify and manage both internal and external activities that relate to your project.

    They are things that should start or finish so your project can progress. They might also be other projects or activities that rely on your project as input.

    Currently, you can select a PPM Express Project, Idea, or any external activity as a dependency type and specify their relation to your project. 

    Select “Depends on” relation type if the current project is dependent on another project or activity. Select “Delivers to” relation type if another project or activity cannot start before you finish a current project or some activity, such as task, key date, etc. in it. “Related to” relation type can be selected for ideas, projects, or external activities that relate to your Project but are not necessarily interdependent. 

    For the “Project” type we recommend using “Depends on” and “Delivers to” relation types, as when any of these types is selected, a corresponding arrow will be drawn from your project to another one or vice versa. The arrows will be displayed on all Timeline views, such as Portfolios/ Programs/ Projects timelines or “Projects” section inside Portfolio or Program. 

    As usual, you can use default filters or create your own one, as well as configure columns and new fields that are relevant for your projects. 

    Release Notes 8.2 @ August 19, 2021

    1. A new option to deactivate resources was added to PPM Express.  

    Before: All resources listed in PPM Express had an “Active” status by default. It was not possible to easily filter out resources who left the company or are currently engaged with other activities not related to PPM Express projects. 

    Now: It’s now possible to make a resource in PPM Express inactive and hide it from all ongoing activities where resources are involved. Only active resources can be assigned for tasks, key dates, risks, issues, etc. Inactive resources do not appear in the list of available resources when assigning them.  

    If an active resource is assigned for tasks, as an example, all assignments will be preserved for this resource if it becomes inactive for history purposes (the time allocated for this resource in the Project Plan section will be also preserved). If needed, a resource manager can then replace inactive user with an active one to continue working on the task, issue, etc. 

    The status for resources can be changed per resource (or if the linked user is deactivated) and in a bulk as required. Active/Inactive filters are now available for your convenience to quickly sort the resources by their status. 

    Release Notes 8.1 @ August 12, 2021

    1. A possibility to select the required email when joining the PPM Express tenant was added. 

    Before: A user could accidentally join the PPM Express tenant with another login email. This could happen in case the invitee was logged in under another account in the browser when the invitation was accepted. 

    Now: Before joining the PPM Express tenant, the invitee can verify which login account is currently in use. In case of necessity, the user can “Log in with another account”, by selecting a corresponding option.

    2. A new Resource Management Power BI report pack was added to PPM Express. 

    A new Resource Management pack allows reviewing information for the resources allocation as well as overallocation details, workload heatmap, resource pool details, resource time details, etc. 

    Please go to the 'How to configure Resource Management report pack' article to download the Resource Management pack and get step-by-step instructions on how it is configured. 

    3. A new option ‘Report My Time’ was added to “Tasks” and “My Space”. This option allows users to report their time spent on PPM Express tasks during the current day to PPM Express Time. 

    Please note: It is required to establish a connection between PPM Express and PPM Express Time to use this option and link the required projects within these two systems.  

    4. Project filter is added to the Resource Utilization page and Utilization Resource dashboard section. 

    Before: All projects were listed on the Resource Utilization page without the ability to filter inactive or completed projects, and we know that it was hard for you to work with active ones. 

    Now: The project filter is now added to the Resource Utilization page (as well as to the Utilization Resource dashboard section). It allows filtering projects to review the information for active projects only and hide the inactive ones, etc. Custom filters can be also created for your convenience.

    Release Notes 8.0 @ August 5, 2021

    We are happy to announce that we have released a new PPM Express module: Programs. You can now organize a group of Projects to Programs to manage them in a coordinated way and add your Projects and Programs to Portfolios or just keep them separately from Portfolios for easy coordination. 

    For example, if you have a Portfolio: Developing New Product, you can organize your Projects to Programs first: Market Research, Concept Development, IT Security, Product Development, etc., and then add them to your Portfolio. 

    When the Program is created you can add Projects to it or create new Projects from the Program Dashboard. 

    Also, you can add Project to Programs from the Details project section. For this, open the Project dashboard, navigate to the Details section. Open the Configure Fields menu by clicking on the ellipsis button and enable the Program field. 

    Next, add the Program or several Programs where this project needs to be included. 

    We made the Programs module flexible and can't wait for you to start using it and give us your feedback.

    Release Notes 7.8 @ July 22, 2021

    1. Onboarding videos on how to configure connections are now added to the 'Configure Connection' menu of each external system (Azure DevOps, Jira, MS Planner, Project Online, Office 365 Group).

    Users who configure connections to external systems can now review video guides on how to configure connections. The links to these videos are added to the 'Configure Connection' menu of each connection. 

    Also, there are video guides for configuring Executives Report Pack, Objectives and Key Results module, and for Installing PPM Express App for MS Teams

    2. Task Management – default descriptions are added to native task fields.

    Information buttons were added to all native task fields. Users can now review the descriptions for native task fields and quickly get information on how each field is used. 

    These descriptions can be edited if needed. For this, open the field for editing (e.g. open any view for editing and click on the pencil-like button next to the required field) and add your own description. 

    Release Notes 7.7 @ July 14, 2021

    Users who use PPM Express Time for time reporting and established connection between PPM Express Time and PPM Express can now synchronize totals from PPM Express Time to PPM Express 'Completed work' task field. 

    It is required to enable the 'Write totals to PPM Express completed work' feature in PPM Express Time projects that are linked to PPM Express.

    If the projects from PPM Express and PPM Expres Time are linked, tasks from PPM Express will appear as suggested time entries in PPM Express Time when the feature is enabled. 

    When the time is reported (confirmed work) for these entries, the values will appear in the PPM Express 'Completed work' task field.

    Release Notes 7.6 @ July 8, 2021

    A new section ‘Workload’ will be added to the Resource dashboard. 

    As a Project and Resource Manager, you can review all assignments for the selected resource across PPM Express and plan the Resource workload accordingly. 

    The ‘Workload’ section shows the Tasks, Action Items, Risks and Issues that are due this month or late as well as all assignments by status. 

    If you click the ‘View Resource Assignments’ button, the Workload page will be opened where you can review all resource assignments in detail. 

    Release Notes 7.5.2 @ July 5, 2021

    1. A layout is now available for selection when creating new Portfolios, Projects, etc. 

     The changes will apply to the following entities: 

    • Portfolio
    • Project
    • Resource (if created from Resource menu)
    • Business Challenge 

    Before: When you created a new Portfolio or other entity listed above, the dashboard sections were displayed on the Portfolio/Project/ Resource/ Business Challenge creation screen and could be selected one by one for the newly created entity. A layout could be selected only after a new Portfolio, Project, or other entity was created. 

    Now: When you create a new Portfolio, Project, etc. you can select a layout on the creation screen. The “default layout” is displayed by default. At the same time, it is possible to expand sections and customize them before you create Portfolio, Project, etc. 

    2. Import of key dates and risks is now possible from Project to Portfolio level. 

    Before: Key dates and risks on project and portfolio levels were added and managed independently. It was not possible to add project key dates or risks to the portfolio level. 

    Now: As a Portfolio Manager you can now import key dates or risks from related Projects for viewing in your Portfolio. Using connection icons next to a key date or risk you can easily navigate to an original linked element in PPM Express. As key dates can be imported from external systems you can also navigate to an external key date directly from your Portfolio. Use a column “From” to view a project from which a key date or risk was imported and manage all important key dates or risks from all your related projects on a single page. 

    Release Notes 7.4 @ June 17, 2021

    1. Manage Budget permission was changed and renamed to Manage Financial Details. 

    Before: Manage Budget permission granted access to Project or Portfolio budgets for the user account. If this permission was disabled, the user could not see or edit the budget (a placeholder was shown instead in the Budget section).

    Now: Manage Budget permission was changed and renamed to Manage Financial Details. If this permission is disabled for the user, not only the Budget section content is hidden from this user, but also all Cost fields (OOB and custom) become disabled across Projects, Resources and Portfolios (N/A status is shown for these fields). OKR and Challenges & Ideas modules are excluded from this rule.

    Please refer to the People Management article for more details. 

    2. OAuth authentication type is now available for Jira Server connection. 

    Before: Only Basic authentication type was available for Jira Server connection. 

    Now: The OAuth authentication type is available for selection as well for Jira Server connection. 

    3. One Project can now be added to multiple Portfolios. 

    Before: Users could add one Project to one Portfolio only. 

    Now: Users can add the same Project to multiple Portfolios.

    Release Notes 7.3.1 @ June 10, 2021

    1. The logic of saving the last selection choice of how the information is displayed on PPM Express pages changed.  

    The changes apply to the following pages:

    • Portfolios Views  
    • Projects Views  
    • Resources page  
    • Business Challenges Views  
    • Company Objectives Views  

    Before: When you selected a column width/ views/ timescales/ timeframe/ sorting/ filters on the pages listed above, these changes were reset to default when you closed PPM Express and re-opened it.  

    Now: When you make a change to a column width/views, etc. on the pages listed above, these changes will be saved no matter if you switch between the pages or re-open the PPM Express application itself.   

    The following changes will be saved from now on:  

    • Columns width;  
    • Views (Cards, Timeline, Configurable table); 
    • Timescales (Days, Weeks, Months, Quarters, Years); 
    • Timeframe (date range);  
    • Sorting; 
    • Filters.

    These changes are saved per user and per page: Portfolios, Projects, Resources, Challenges and Ideas, Company Objectives. 

    If you open PPM Express on a different device or browser the changes will be saved as well.

    Was this article helpful?

    Table of contents

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

      Contact Support
      Back To Top