Extensions in PPM Express can be used to add/embed custom content to the PPM Express pages. For example, embedded content can be added and shown to all users on the Quick Start page instead of the default one. Another example is when a link can be added as an extension to open a specific site from the Portfolios page, or open it in a new tab.
Creating Extension
To create an extension, perform the following:
1. Open the Tenant Settings page, scroll down to the Extensions section, and click the New Extension button.
2. Type in the name of your Extension.
3. Select the Extension type (extension functionality will depend on its type).
- Embed Content - for such an extension, embedded content (web page, third-party app,e.g.) will be displayed in the panel within PPM Express.
- Trigger Action - for such an extension type, an external action or flow will be triggered.
- Open Action in the New Tab - for this extension, the provided URL will open in a new tab.
4. Select the size:
- Normal
- Small
- Large
- Full screen
5. Provide the URL where the required content is located.
You need to get the URL of the content and paste it into the URL section. Most web applications and websites can be embedded only using a specially generated URL for embedding, not through a direct link (Power BI is one of them). For example, to embed a video from Vimeo, find the Share option -> Embed -> copy only the link from the embedded code.
6. Select the Extension Location, the page in PPM Express where this extension will appear.
You can select where the extension appears on the selected page. For example, on the Portfolios page, you can add an extension to the Actions drop-down or to the View section.
For more details, please refer to the Extensions Location article section below.
7. Type in the Description if needed. The text added to the Description field will be displayed as a hint when hovering over the extension title on the page where it is added.
8. Click Create Extension. The extension will appear on the selected page and in the selected location.
The Extension can be deleted or edited at any time.
Extensions Location
You can add Extensions in several locations across PPM Express.
When creating an extension, you can choose from the following locations:
- For Portfolios, Projects, Programs, Resources, and Business Challenges pages, extensions can be added to the Actions menu or to Views.
- For Portfolio, Project, Program, Resource, Business Challenge, and Idea dashboards, extensions can be added to the Actions menu accessible via the ellipsis button in the upper-right corner of the dashboard.
- For all Portfolio, Project, Program, Resource, Business Challenge, and Idea items (such as Key Dates, Risks, Issues, Resource Plans, etc.), extensions can be added to the Actions menu and/or to the Create and Edit panels. When added to these panels, the selected extension will replace the standard Create and/or Edit panel.
Only the 'Embedded Content' type is available for these locations. Unlike other locations, these can be opened by users regardless of their permission level.
- For all Project Tasks pages, including PPM Express Tasks and the external systems Task pages, extensions can be added to the following locations:
- Actions (the Actions drop-down menu)
- Views (next to the switches for changing between table and timeline view)
- Task Action (under the ellipsis button next to each task)
- Create (New Task) and/or Edit panels. When added to these panels, the selected extension will replace the standard Create and/or Edit panel.
