PPM User Manual

1. Introduction

The PPM module is part of the Elinom ERP platform. Project and portfolio management with Kanban, Gantt, and risk register.

Open the module from the ERP shell sidebar (#ppm) or directly at public/ppm.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• PPM administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has PPM access.
2. Open PPM from the ERP sidebar (#ppm).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Executive Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Executive Dashboard

Executive Dashboard — workspace for day-to-day executive dashboard tasks and records.

How to use Executive Dashboard

1. Navigate to PPM → Executive Dashboard from the sidebar or #ppm?section=executive.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Portfolios

Portfolios — workspace for day-to-day portfolios tasks and records.

How to use Portfolios

1. Navigate to PPM → Portfolios from the sidebar or #ppm?section=portfolio.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Projects

Projects — workspace for day-to-day projects tasks and records.

How to use Projects

1. Navigate to PPM → Projects from the sidebar or #ppm?section=projects.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Kanban Board

Kanban Board — workspace for day-to-day kanban board tasks and records.

How to use Kanban Board

1. Navigate to PPM → Kanban Board from the sidebar or #ppm?section=kanban.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Timeline / Gantt

Timeline / Gantt — workspace for day-to-day timeline / gantt tasks and records.

How to use Timeline / Gantt

1. Navigate to PPM → Timeline / Gantt from the sidebar or #ppm?section=gantt.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Risk Register

Risk Register — workspace for day-to-day risk register tasks and records.

How to use Risk Register

1. Navigate to PPM → Risk Register from the sidebar or #ppm?section=risks.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Integrations

PPM integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

10. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the PPM add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.