My Space page
In this article we will review the My Space page in PPM Express.
My Space page is a place where you can review all Tasks, Action Items, Risks, and Issues assigned to you. This page was designed to help the users organize their work as here they can easily see what tasks they have assigned for this week, next week, late tasks, critical ones, etc..
Please note: My Space page displays internal PPM Express items assigned to you. Also, it displays Tasks, Issues, and Risks synchronized from Planner, Azure DevOps and/or Project Online if any (available for Professional and Enterprise license types). Items synchronized from other external systems will not be displayed on the My Space page.
My Space page consists of two sections: Summary tiles and My Assignments.
All items, statuses, and the numbers on the tiles are clickable and allow to quickly sort and review the information in the My Assignments section by statuses or items. For example, if you click on the Critical status on the tile, only critical items will be displayed in the My Assignments section.
Please note: if you have work items synchronized from Azure DevOps, only tasks will be included in the counters. All other work item types will be displayed in the My Assignments section. You can apply the default to create custom filters to quickly find the required items.
There are multiple pre-filters and filters available in the My Assignments section that allow you to quickly find and review the needed information. You can create custom filters if needed. By default, all items that are due this week are displayed in this section, according to the filter applied.
You can review the items that are due today or tomorrow, using pre-filters and filters on the right. If you deselect all pre-filters, all or active items assigned to you will be displayed (according to the main filter selected).
To filter the items by project, you can use the Project filter button on the right, next to each item.
It is possible to group the items by Due Date, Status, Portfolio/Project using the 'Group by..' option on the right.
Two views are available for the My Assignments section: Table and Timeline.
Project and Portfolio names are clickable so you can open the project or portfolio at once and review and/or edit the item there.
If the project is linked to Planner, Azure DevOps, or Project Online, you can open the synchronized items from the My Space page in Project Online, Azure DevOps, or Planner by clicking on the item, or open the project, risk, or issue by clicking on the corresponding icon (Project linking is not available for Core plan).
Please note: If you delete the items in the external system, unlink the project or delete the connection, the items will be automatically deleted from the My Space page as well. However, if you delete a project in the external system, the items will not be removed from the My space page until you remove the project from PPM Express, remove the items or unlink the projects.
You can edit the selected item using the Edit Task button.
Please note: To edit the items from the My Space page, you should have permission to edit the project where the items belong. If you do not have the required permissions, the editing option will not be available.
Also, if you are assigned to a task or any other item but you do not have permission to edit the project where this item belongs, the item will be displayed on the My Space page. However, you will not be able to open the project and review and/or edit the item there. In this case, you can request access to this project from your Project /manager or PPM Express administrator. Click on the task or another item assigned to you, provide the request details, and click the Request Acess button. An email will be sent to the Project Manager of the project (if there is no Project Manager assigned, an email will be sent to all PPM Express administrators).
As a result, you will be informed by email if the access was granted to you or denied.
Please note: If you merge the resources all items will be added and displayed on the My Space page of the resource selected to merge the information to.
Please note: If you are using Microsoft Teams in your everyday work you can add the My Space page to the required Teams channel(s) and manage it there or open this page in PPM Express from Teams.