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How to link Planner Premium Project to PPM Express Program

This article describes the steps of linking Projects from Planner Premium to the PPM Express Programs.

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Note: All information in this article also applies to both Project for the web and Planner Premium environments. 


In this scenario, we consider that you are linking Projects from Planner Premium to PPM Express Program for the first time.

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Note: Linking on the Program level can be used for quick navigation to the external system Project. No data will be synchronized to the PPM Express Program when the Project and the Program are linked.


To link Planner Premium Project to the PPM Express Program, perform the following:

1. Open the PPM Express Program that you would like to link to the Planner Premium Project and press the Connect button.

2. On the Link to Project tab, select the Planner Premium option, Connection drop-down, and Add New Connection option.

To add a Planner Premium connection, refer to this article.

3. As the connection is added, you can link the PPM Express Program to the Planner Premium Project. 

Open the Project drop-down and select the required Project from the list. 

Click the Link Project button to link the selected Project to the PPM Express Program. 

Project linking will start immediately.

You can now navigate to the Planner Premium Project from the PPM Express Program directly.

 

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