The following article includes videos and links to the help site articles that will help you get started with PPM Express Resource Management, review its main functionality, and get the most out of the application.
PPM Express Overview
PPM Express is a SaaS web-based platform for Project and Resource Management.
PPM Express allows you to review and manage the statuses and progress of all your projects, resources, and tasks in one place. It provides management options for tasks, timeframes, and resources involved in the process and resource planning functionality.
PPM Express includes multiple PowerBI-based reports that you can access directly from PPM Express. As a result, PPM Express makes data analysis and reporting easier.
Working with Projects
To quickly start working on the Projects, please refer to the articles below where you will find some basic information about Project Management in PPM Express.
The Projects page includes the list of all projects created in PPM Express. The Projects page may be viewed as a tileset, configurable table, or timeline.
The Project Dashboard page allows viewing and editing all information about a specific project.
Project Settings allows configuring the Project Dashboard page, selecting if the statuses should be calculated automatically for the project, key dates, and tasks for a certain project, and if the warnings should be displayed, configuring settings related to PPM Express tasks.
Working with Tasks
In the Project Tasks articles, you will find information on how to create and manage tasks in PPM Express, and what tools you can use to sort out and quickly find the information you need.
Creating and Managing Project Tasks
Working with Resources
Resource Management allows creating, editing, and managing resources.
Team Planner and Resource Utilization
How to add and allocate Resources to the Project
PPM Insights AI
PPM Express Insights AI is a significant step in our ongoing initiative to equip Project and Portfolio managers with AI-powered capabilities that boost their daily work and transform how entire organizations handle Projects and Portfolios. Based on OpenAI's advanced AI capabilities, PPM Express Insights AI gives teams the insights they need to make wise choices and save time. Whether you're managing a single Project or overseeing a whole Portfolio, PPM Express has your back.
Deploying Power BI Reports for PPM Express
Resource Management Report Pack