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How can PPO assist to manage scheduled as well as ad-hoc activities, and what is recommended?

This can be done as follows: the solution needs to be provided in line with your other requirements but what works well with most clients is the following:

  • Scheduled Activities: Use the Tasks entity and even go as far as pre-loading activities for the year as recurring Tasks in Microsoft Project and importing them into PPO (for more information, read the following knowledge base article) Schedules can also be imported without the use of Microsoft Project (for more information see the following FAQ.

  • Ad-Hoc Activities: Use the Issues entity and possibly include a deadline or follow-up date field on this entity.

  • Also make use of the Admin tickbox on the Projects entity for admin / non-real projects (e.g. Operational Management, Business Development) vs. real projects.
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