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How to install

Install monday Portfolio Project management App using URL

  1. To install Portfolio Project management app, please use the following link: (link here…) . Upon clicking the link, you will be directed to a screen displaying the necessary information to install the application.

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  1. To ensure that the app is installed on all workspaces, please select the “All workspaces“ option. Alternatively, if you prefer installing it on specific workspace, please select the desired workspace from the available options provided.

  2. Before proceeding with the installation of our application, please take a moment to carefully review all of the necessary permissions required. Once you have thoroughly examined and understood each permission, simply click on the "Install" button to initiate the installation process.

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  1. After successful installing, you will be redirected to the Administrator Page to confirm that the installation process has been completed. From there, you can ensure that the application is fully functional and ready to use.

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  1. After successfully installing the application, you may now proceed to your workspace and add a view. To do so, simply access the dropdown menu and select "Apps" to enable the necessary options for further customization of the application.

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  1. In the apps list, select the "Installed Apps" tab find the Portfolio Project management app and simply click on the "Open on board" to initiate its functionality.

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  1. Congratulations, the Portfolio Project management has been successfully installed! You may now begin to explore and utilize the various features and capabilities of the application to enhance your workflow and productivity.

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Thank you for choosing PPM as your trusted Project Portfolio Management solution. For any assistance or feedback, please don't hesitate to reach out to our support team. Enjoy managing your projects with us!

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