Getting Started

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Goal

This page helps a new user open ProPM Agent, sign in with Microsoft Entra ID, select the active project and recognize common empty states.

Before you start

• You have received the ProPM Agent URL from your organization.
• You have an authorized Microsoft Entra ID account.
• You are a member of at least one project or can create one.
• You use a modern browser.

If the app is not deployed or Entra access is not finalized, an administrator must first follow Azure and Entra administration.

First sign-in

1. Open the ProPM Agent URL.
2. Select Sign in.
3. Choose the expected work account.
4. Accept consent if your organization allows it and the screen asks for it.
5. Wait until ProPM Agent opens again.
6. Confirm that your profile appears in the top bar.
7. Select an active project if requested.

Select or create the first project

1. Open the project switcher or Projects.
2. Select the project provided by your team.
3. If you can create a project, use Create project.
4. Verify the active project in the top bar.
5. Open Dashboard to confirm project data loads.

Common empty states

State	Meaning	Recommended action
No project available	Your account is not yet a project member	Ask the Project Owner to add you
No active project	You are signed in but no context is selected	Select a project
Role message	Your role cannot perform the action	Ask for the right role
Sign-in loop	Tenant, consent or Entra setup issue	Contact the tenant administrator
Disabled buttons	Role, policy or integration is insufficient	Open Access control

Related pages

• Interface and navigation
• Active project and project creation
• Support, audit and diagnostics