How-to Articles
Learn how to get various tasks done for getting the most out of your PPM Express account
- How to check projects sync status
- How to create and edit filters
- How to launch synchronization for a number of projects
- How to change currency for PPM Express tenant
- How to save and apply layouts and views
- How to export/import project sections items to/from .csv file
- How to add a custom department or role to the Resource Dashboard
- How to delete PPM Express tenant
- How to use 'Tags' field for filtering
- How to create public/private filters and views
- How to share projects, programs and portfolios
- How to replace users
- How to change date format
- How to create a task level custom field
- How to limit project/program/portfolio dashboard information for certain users
- How to import Key Dates/Risks from Project(s) to Portfolio(s)/Program(s)
- How to export PPM Express entities to PNG files
- How to export/import projects/programs/portfolios/resources to/from .csv file
- How to configure and use ID field in Projects, Portfolios, Programs, Ideas