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How to use the Embedded Content section

This article will review how to use the Embedded Content section available on the Projects, Program, Portfolio, Ideas, and Business Challenges dashboards. 

The Embedded Content section allows embedding external links, videos, web pages, or documents to PPM Express dashboards. This section can also embed PPM Express Power BI Reports into the dashboards to access the required report easily. 


Adding Embedded Content Section to Dashboards

To start embedding content to PPM Express dashboards, perform the following: 

1. Open the required Project, Portfolio, Program, Idea, or Business Challenge -> click 'More' to open views and layouts -> and add the Embedded Content section to any existing view or create a new view. 


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Note: If you create a custom view with the Embedded Content section, the embedded content will be available on other Projects when users apply this view. If the content is added to the Default view, it will only be visible for this Project (per Project). 


The view can be pinned to the Project dashboard for more straightforward navigation. 


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Note: To create or edit the default view, the user should be a Manager of the Project. For other views, it is required to have edit permission for the Project and Manage Configuration. 


You can start embedding content when the section is added to the view. In this article, we will review how to embed two Power BI Reports, a custom report, a video, and a SharePoint document. But the process is very similar for other content. 

For a detailed instruction on how to embed Power BI reports and add query string parameters, please refer to the How to embed Power BI Reports to Project Dashboard article. 


Embedding external sites, documents, videos, etc

To embed content to PPM Express dashboards -> Embedded Content section, perform the following: 

1. Open the required Project, Portfolio, Program, Idea, or Business Challenge -> 'More' to open Views and Layouts -> and add the Embedded Content section to any existing view or create a new view. 

For example, we will add the report to the Project dashboard, but the Embedded Content section works similarly for all other dashboards.

If you create a custom view with the Embedded Content section, the embedded content will be available on other Projects when users apply this view. If the content is added to the Default view, it will only be visible for this Project (per Project). 


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Note: To create or edit views, the user should have edit permission for the Project and the Manage Configuration permission. 


2. If you need to embed any site, copy its URL and paste it to the Embedded Content section. Let's take PPM Express Help Site as an example. 

Click Save, and the site will become available from the Project dashboard. 

3. If the site does not allow the embedding of the URL, you can use a specific embedded option from the required site instead. 

For example, to embed a video from Vimeo, find the Share option -> Embed -> copy only the link from the embedded code. Open PPM Express and paste the link to the Embedded Content section. The video will be available from the Project section directly. 


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Note: If you get the 'Invalid URL..' error, this may be because of the spaces in the URL. In this case, you can paste the URL or embedded code into the browser and copy it from the browser (in the browser link all spaces will be replaced). 


4. To share the SharePoint document, open it in the browser -> File -> Share -> Embed -> From the embedded code, copy only the URL. Paste it to the PPM Expres Embedded Content section. 


 


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