Installing portfolio project management plugins can significantly enhance your project management capabilities, especially when integrated with AI solutions. In this guide, we will walk you through the process of installing these essential plugins, ensuring that you can implement artificial intelligence into your workflow for improved efficiency. By following these steps, you will unlock the full potential of your project management software, making it easier to consolidate and align your work on a single AI-driven platform.
Step-by-Step Installation of Portfolio Project Management Plugins
Accessing the Application Manager
To get started with your portfolio project management plugins, navigate to the top navigation bar and click on Admin. From the dropdown menu, select Application Manager. This will take you to the application manager page where you can search for the necessary plugins to implement AI capabilities in your projects.
Searching for PPM Standard Plugin
In the search bar, type PPM Standard and click on the corresponding badge. You will see a summary of the plugin along with its technical details. Click Install to begin the installation process.
Installation Confirmation
A pop-up window will confirm what will be installed, along with any plugins required for using PPM Standard. You can choose to load demo data for an out-of-the-box experience. Once you click Install, the progress bar will display the installation status. When the installation is complete, a confirmation pop-up will appear.
Verifying Successful Installation
To confirm that the PPM Standard plugin has been successfully installed, return to the Application Manager and type Project Workspace into the search bar. Click on the highlighted Installed tab to verify the installation.
Installing Additional Plugins
Follow the same procedure to install other essential plugins, including Performance Analytics, Content Pack for PPM Standard, and Read Only Roles for PPM Standard. This will further enhance your ability to manage projects effectively with the help of AI workflows.
Installing PowerPoint Export Plugin
Enabling Export to PowerPoint
Next, type Export to PowerPoint for Strategic Portfolio Management in the search bar. Click on the highlighted option that indicates the plugin is available for you. Once again, click on the plugin badge and proceed to click Install. This will also prompt a pop-up window indicating that one dependency will be installed.
Resource Management Workspace Installation
Continue with the installation process for the Resource Management Workspace. If you possess the SPM Standard license, ensure to install Portfolio Planning. Conversely, if you have the SPM Professional license, proceed with the installation of Strategic Planning. For configuration instructions, see our video on installing portfolio and strategic planning.
Consolidating Your Work with AI
Now that you’ve installed the essential plugins for portfolio project management, you are set to consolidate and align all your work on a single AI-driven platform. This integration allows for seamless collaboration and enhanced project tracking, ultimately leading to improved outcomes in your project management efforts.
In conclusion, implementing AI through the installation of portfolio project management plugins is a straightforward process that can yield significant benefits. By following the steps outlined in this guide, you will be well on your way to enhancing your project management capabilities. If you want to take your projects to the next level with AI solutions, consider reaching out to an AI agency today.
