Problem
The customer inquired about the possibility to track tasks and project progress within PPM Express. They are interested in knowing how their supervisor can access project data obtained from the Planner connection.
Solution
License Assignment for Supervisor:
- To allow the supervisor to track tasks and project progress in PPM Express, they must first have a PPM Express license assigned to their account. The support team provided an article on how to do this:
- How to Assign Licenses to Users in PPM Express: Assigning a License Guide
Accessing Project Details:
- Once licensed, the supervisor can log into PPM Express and access the project data. The support team referenced a breakdown of the sections available for viewing:
- Project Details Page: Project Details Guide
Visualization through Power BI Reports:
- PPM Express allows visualization of project data using Power BI reports. More information about the use of these reports in PPM Express can be found at:
- PPM Express Power BI Reports: Power BI Reports Info