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    Project Dashboard

    Project Dashboard page allows viewing and editing all the information about a specific project.

    External connections (Projects import from the external systems and linking) are not supported for Core plan.

    Summary – a quick representation of the project progress, start and end dates, time and tasks remaining (iterations and key dates). The dotted line on the timeline means that project key dates or iterations are out of project dates (project start and end dates).

    If there are no start and/or finish dates for the Project, you will see the Dotted line in the summary section. The logic of the dates displayed for the dotted line is the following: 

    • no start and finish dates - 1 month before today and 2 after. 
    • If there is only a start date - 3 months after the start date
    • If there is only a finish date - 3 months before the finish date


    If PPM Express Project is linked to any of the Connections (for Professional and Enterprise plans only), project progress will be displayed on the Linked Project button for each Connection separately (as one project can be linked to several Connections at once). 

    This section also includes:

    • Favorites button (1). Allows adding the project to Favorites to simplify the access to the projects that you visit the most. Favorite projects can be viewed from the Projects Card view, for that select "Favorites on top" sorting.
    • Status button (2). Shows Project overall status. 
    • Sync button (3). Available if the project is already linked with a project in another system and allows instantly refreshing your connection to sync the changes.
    • Project tasks button (4). Opens the project tasks page. 
    •  Linked project button (5). Allows opening the linked project in the source system. 
    •  Link Project button (6). Allows linking PPM Express project to one or several Connections. 
    • Days Remain (7). Shows the number of days remaining for the current project to be completed. 

    Configure button in the left upper part of the page allows to perform the following:

    1) Open the Configure Sections menu. This menu allows hiding the unused sections by unchecking the corresponding checkboxes or rearrange their order (by click and drag). All sections included in the Project Dashboard can be managed and configured using Configure Sections option.

    You can also edit the name of each section, populate the description by clicking on the pencil-like button next to it. 

    The sections can be expanded or hidden on the Project Dashboard. This setting is also available if you open the section for editing and can be saved to the layout and applied to other Projects. For more details please refer to the 'How to create and save layouts' article. 

    By default, Project Dashboard includes 4 sections: Statuses, Key Dates, Iterations, Details

    Optionally the following sections can be added: Team, Schedule, Resource plan, Risks, Issues, Budget, Strategic Alignment, Decision Matrix, Change Request, Lessons Learned, Steering Committee, Time.

    2) Using Configure option it is also possible to Save and Apply Default Layout to Project Dashboard. 

    3) Configure button allows to Clone the Project. If you clone the Project, a complete copy of this project will be created in PPM Express. 

    Please note: only PPM Express data will be cloned, such as Project statuses, Project Dashboard layout, all the fields and columns added or created for the selected Project Dashboard, all the settings, Details section information that was provided manually in PPM Express, key dates and iterations added to PPM Express manually will be transferred as well. If the Project was linked to any of the source systems, data synchronized from the source system will not be copied.

    Please note: Clone Project option is available for all PPM Express users and does not depend on their permission level. Even a user with view-only rights will be able to clone the project. 

    4) Delete option allows deleting the Project. 


    Default Project Dashboard Sections

    Statuses – allows setting different statuses for your project.

    By default, there are 6 Project Statuses on the Project Dashboard:

    • Overall status;
    • Risk status;
    • Issues status;
    • Resources status;
    • Cost status;
    • Schedule status. 

    You can hide the statuses that you do not plan to use. To show or hide the statuses on the Project Dashboard, open Configure Statuses menu from the right part of the Statuses project section.

    This part of the page is also configurable. Click on ... icon in the right part of the page and choose Configure to open Configure statuses menu.

    This menu allows hiding the unused status types by unchecking the corresponding checkboxes or rearrange their order (by click and drag).

    If mapping is configured, the data can be synchronized from external systems (applies to Project Online and Azure DevOps (for PPM Express Professional and Enterprise plans only)).

    All the statuses for the newly created Projects are set to N/A by default. 

    To set the required value for each status, click on it to open the status for editing and select the required status. The following values are available for each status: N/A, On Track, At Risk, Critical, and Done. Populate the description if needed. Click the Update Status button to save the changes. 

    Status History is available for each status. As the status information changes, status history shows who made the changes and what changes were made exactly. You can navigate to the Info option to see the details as for the status changes. 

    Status History can be deleted if needed by users with Adminitsrtate app permissions. If the status history is deleted, it cannot be restored.

    Also, there are two views available for Statuses project section: 

    • Card view;
    • History view.

    When you start adding information for your Project statuses, you can then track status history for all project statuses at once. 


    Key dates – this section displays milestones synchronized from external systems (applies to Project Online and Azure DevOps connections (for PPM Express Professional and Enterprise plans only)) and key dates created manually in PPM Express. 

    Timeline and table views are available for Key dates. By default timeline view is displayed, but you can switch to the table view any time if needed.

    The following statuses are available for key dates: N/A, On Track, At Risk, Critical and Done.

    Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).

    Each Column can be edited as well. To edit a column open Configure Column menu and click on the pencil-like button to start editing it. 

    PPM Express allows to create 3 types of entities, which are:

    • Milestones
    • Release
    • Key Date

    Please note: Key dates statuses are calculated automatically by default and will be set according to the Key dates finish date, taking into account the current date: 

    • On Track – Finish Date is greater or equals Today;    
    • At Risk – The key date is late for less than 10 days (from Today);
    • Critical – The key date is late for more than 10 days (from Today).  
    • Done - the Key date is marked as Complete.

    To disable the auto-calculation of the Key dates statuses, visit the Insights settings page

    Use the New key date button to create a key date. On the key date creation panel select the key date type – a milestone, release or key date. Enable Show on Timeline checkbox to display the created milestone on the main progress bar in the Summary section of the project page.

    As you create a key date, the status field is in read-only mode.

    When you provide the required information for your key date, and click Create Key Date button, the status for this key date is calculated automatically.


    Iterations – this section displays iterations synchronized from external systems (applies to Azure DevOps and Jira connections (for PPM Express Professional and Enterprise plans only)) and iterations created in PPM Express. 

    Timeline and table views are available for Iterations. By default timeline view is displayed, but you can switch to the table view any time if needed. 

    Use the New iteration button to create iteration. Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Details – contains the most important information about the project. If mapping is configured, the data can be synchronized from external systems (applies to Project Online and Azure DevOps (for Professional and Enterprise plans only)).

    For the detailed information about fields mapping please refer to 'How to set up additional fields mapping for Project Online' and 'How to set up additional fields mapping for Azure DevOps' articles.  

    Please note: Find the details on each connection type and sections synchronized for each connection in the PPM Express Connections section article.

    Please note: It is possible to assign several managers for the same Project.


    Optional Project Dashboard Sections

    Team – shows the list of resources assigned to the project tasks on the Project tasks page

    This section shows the list of these resources and the information for their tasks assignments. 

    Also, if you have any external connections added (for Professional and Enterprise plans only), the Teams section shows the list of the employees engaged in the project as well as their tasks, pending and done. This section is non-editable. Data for this section is retrieved from the project during synchronization.


    Please note:  If you have several Connections (source systems) linked to one PPM Express Project (for Professional and Enterprise plans only),  you will be able to switch between these Connections to review information for your project team accordingly. The Team section has Linked Project buttons using which you can select the Connection linked to this project and review data synchronized from each Connection separately. To find more information on how to add several Connections to one project refer to this article.

    Jira Team is selected in the example above. 

    Project Online Team is selected on the example below:

    Schedule - shows tasks and issues in the project. This section is non-editable.

    When the tasks are added to the task statuses section on the Project tasks page they will become available on the Project Dashboard in the Schedule section.

    If you click on the task number here, you will be redirected to the tasks page. Also, the tasks list on the project tasks page will be filtered according to the selected value (for example, if you click on the number of Late tasks, the tasks list will be filtered by late tasks). 

    If you have any external connections added, data for the Schedules section is retrieved from the project during data synchronization (for PPM Express Professional and Enterprise plans only). Tasks statuses will be updated during project data synchronization as well. 

    Please note:  If you have several Connections (source systems) linked to one PPM Express Project,  you will be able to switch between these Connections to review information for your project schedule accordingly. The Schedule section has Linked Project buttons using which you can select the system linked to this project and review data synchronized from each Connection separately. To find more information on how to add several Connections to one project refer to this article.

    Project Online Schedule is selected on the example above and can be switched to the internal PPM Express tasks.

    Also, for Planner, Project Online, and Azure DevOps separate task pages are available: Planner tasks page, Project Online tasks page, Azure DevOps tasks page


    Resource plan – this section helps project managers to organize their team, manage resource utilization, and track resource capacity. 

    Resource Plan section is not available for Core plan. 

    When the resources are added to the Resource plan, this information appears on the Resources page as well which makes it easy for the resource managers and resources to know exactly what projects they're working on. 

    Allocation is available in Hours, Percent, FTE, or Chart Views. You can review the Resources timeline by day, week, month, quarter, or year.

    Please note: Only users who have Manage resources permission and permission to edit the project can add resources to the Resource plan section and allocate them. 

    For more information about Resource Management in PPM Express please refer to this article


    Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag)


    Risks – this section displays risks synchronized from an external system (applies to Project Online connection (for PPM Express Professional and Enterprise plans only)) and risks created in PPM Express. Use the New risk button to open the Risk edit menu.
    Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Issues – this section displays issues synchronized from an external system (applies to Project Online connection (for PPM Express Professional and Enterprise plans only)) and issues created in PPM Express.  Use the New issue button to open the Issue edit menu.
    Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Budget – This section uses FluentPro Financials app allowing to edit Portfolio budget. 

    Budget Section is not available for Core plan. 

    Viewing or editing budgets can only be done by the users, who have Manage budgets permission enabled in their account settings.

    If you would like to change the currency for PPM Express tenant, please refer to this article to find a step by step instruction. 

    You can find more on creating and editing a budget in the Managing budgets help article.


    Lessons Learned
    - This section allows adding information on the lessons learned through project duration. Lessons learned section also focuses on identifying project success and failures, and includes recommendations on how to improve future performance on projects. Use the New lesson button to open the edit menu. Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Action Items - this section allows tracking activities related to the successful delivery of the project, but not being tracked as part of the project schedule.  It allows to assign an owner, the date assigned, closed date, and status, so that action items are properly recorded and action is taken to address and complete them. Use the New action item button to open the edit menu. Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Key Decisions - this section allows adding information as for the key decisions, add people, date, description of the key decisions on the project. Use the New key decision button to open the edit menu. Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Steering Committee -  this section allows adding people who are in charge of the project or representatives of all project stakeholders, if needed, whose main task is to monitor the project. Use the New person button to open the edit menu. Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Change Requests - this section allows adding project change requests to define how that impacts the scope of the project. Use the New change request button to open the edit menu. Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).


    Strategic Alignment section - shows all strategic priorities on the organization level that are added to the Strategic Priorities page. By default, the impact of the strategic priorities in this section is set to N/A. 

    Users who create and manage projects can decide how organizational priorities impact the specific project by setting the Impact of each priority in the Strategic Alignment section. 

    As the impact is set for each priority in the Strategic Alignment section on the Project Dashboard, the Alignment Score field in the Details section is populated with the value. This value takes into account the Importance of the strategic priorities set on the Strategic Priorities page and the Impact set by the project manager in the Strategic Alignment section. The percentage in the Alignment Score field shows the project compliance with company strategic priorities. 

    The higher the number in the Alignment Score field, the more the project is consistent with the priorities of the company.

    If there are any changes in the priorities on the Strategic Priorities page (changes in the Importance of the strategic priorities, new priority added, the priorities are edited or deleted, the priority activated/deactivated), project managers will see a message in the Strategic Alignment section as for the changes on the Strategic Priorities page. 

    If the project manager clicks the Apply Changes button, the changes will be applied automatically and the Alignments Score field will be recalculated according to the changes applied. 

    Please note: Users who do not have permissions to edit the project will not see the message as for the changes on the Strategic Priorities page. 

    Decision Matrix section - helps to make decisions as for project or ideas efficiency and benefits for your organization. As a Project Manager you can set Impact, Risk, Cost, Revenue and Efforts values for your project and based on the given values make a decision whether it is worth to continue with this idea or project.


    Time section - PPM Express provides an ability to connect PPM Express Time and PPM Express applications and link their projects.

    This functionality helps Project Managers to review the time in PPM Express that employees track within PPM Express Time. 

    The time that the team members have already tracked on the linked PPM Express Time project(s) will appear in the PPM Express after project linking.

    For the details on how to link these two systems and configure the Time section, please refer to this article



    PPM Express Power BI Reports

    PPM Express provides more than 50 accurate and comprehensive Power BI reports with a graphical representation of PPM Express data.  

    To enable External PPM Express Power BI Reports, please follow the steps described in 'External Power BI reports configuration' article.  

    PPM Express provides an ability to review PPM Express Power BI Reports for the following sections  Project Dashboard includes: Statuses, Key Dates, Iterations, Details. Optionally the reports can be reviewed for the following sections, if they are added: Team, Risks, Issues, Budget.

    You can access the reports via the … sign, from the drop-down menu, in the right upper corner of each section. 

    As you click on the report, it will be opened in a new window displaying the information for the selected report. 


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