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Welcome to PPM® Visual Documents

Welcome to PPM® Visual Documents!

To add users:

  1. In the left pane of this screen > Select Administration > Identity Management > Users
  2. Select +New user
  3. Enter name, email address and mobile/cell number
  4. Select PPM Author role for those who will only be creating PPM documents using the Word add-in.
  5. At least one of the PPM Authors need to have the added PPM Administrator role. This will allow them to set the styles & standards for your PPMs, such as customizing templates, set up your symbol library and select your back page tables.

To buy more user licenses, or upgrade from Basic to Pro:

  • In the left pane of this screen > Select Manage Subscriptions

If you need any help, please go to Our Support page, or email us: Email Support.