In this article, we will review the Process Management setting in PPM Express.
Every project in PPM Express is linked to a specific process. When a project is created, a process is selected and applied right away. If no process is manually assigned, the system automatically applies the default process.
Each PPM Express tenant has at least one project process by default. Administrators can view and modify the list of available processes by clicking the gear icon and navigating to Process Management.
On the Process Management page, the following default processes are available depending on your subscription plan:
Projects Plans (Projects Monthly/Annually, Projects Unlimited):
- Only one process, "Project Process (PMI)," is created when the tenant is set up.
- Users cannot clone or create new processes.
- If demo data is deployed, an additional process will also be created.
- Total: 2 out-of-the-box (OOB) processes.
Enterprise & Enterprise Ultra Plans:
- By default, only "Project Process (PMI)" is created when the tenant is set up.
- Users can clone and create new processes.
- If demo data is deployed, "Stage-Gate Process" and "PMI Demonstration Process" will also be created.
- Total: 1–3 out-of-the-box (OOB) processes.
"Project Process (PMI)" is set as the default process for all new tenants.
To add a new process to the tenant, click "New". Use filters to refine the process list for easier navigation.
The following actions can be performed on a process:
- Deactivate
- View Related Projects
- Set as Default
- Edit
- Delete
- Clone
Process Management settings require the Administrate app permission.
To edit the Process, manage the stages and process details, follow the steps described in this article.
For more details about the Process Management configuration and overview, please refer to the Process Management articles.