This article covers:
- Accessing List Pages;
- Filter Control;
- Columns & Widgets;
- Action buttons;
- Paging;
- Searching for closed / filtered out items;
- Searching for items on archived projects.
Accessing List Pages
The list pages in PPO are very similar. When clicking on Demand, Programme, Project, or the Employee menu items, you are taken to a List page for the selected entity.
When you hover over the Projects Menu, a sub-menu will open listing all the project related entities a user has access to. Each of the options in this menu will allow you to access the list page for the respective project related entity.
Filter Control
Once a list page is accessed, you will see the filter control at the top of the page. The purpose of the filter control is to allow you to filter the information displayed on the list page. This is done by clicking in the filter control which will then list all the fields available to filter on.
For more detailed information on the Filter Control follow this knowledge base article.
Columns & Widgets
The columns that appear on the list pages by default are defined by the PPO Administrator from the Widget Configuration page or the Data Fields functionality.
Users can however override this setting for their own user preference by defining which columns they would like to see on the list page. This can be done by clicking on the gear icon located in the top right-hand corner of the page.
When a user selects the Gear icon shown above, they are able to add/remove fields as columns, use drag and drop functionality to change the sorting of the columns, update your list page size as well as add various charts widgets.
(1) Add additional fields to the list page as columns by clicking in the "Click to select additional columns" field.
(2) Use the drag and drop functionality to change the sort order of the fields you want to view in your list. Simply click on the field you want to move and drag and drop it to the desired order.
(3) Remove fields from the list page by clicking on the "remove" button (x).
(4) Update the list page size by either selecting 10, 20, 50, 100, or 200. The maximum list page size is 200.
(5) If you have existing Charts you will be able to either copy, edit or delete them.
(6) Under Charts, you can either select to insert a Key Metric, Donut chart, a TreeMap or a Bar chart. By adding these you have the ability to choose the Field, which Operator to use, and what the Measure should be.
For more information on the various widgets in PPO, follow this link.
Action buttons
Most pages in PPO provide a primary action button as well as a secondary actions menus that contain the additional actions that are available in the current context.
On a List page, if a specific project is not selected in the Filter Control, the "View Project" action button will be greyed out. The reason for this is that you are viewing a list of various entity items across multiple projects. Issue List example below.
If you select a specific project in the Filter Control, you will have the ability to select the "View Project" action button as shown below.
Selecting an item from the list using the tickbox, you will see the relevant Action buttons based on how your user group settings have been applied.
The action menu for each user group can be defined by granting the user group access to add, edit, delete or move items.
You also have the option to select the "Export" action button. This button allows you to download CSV files of the underlying data either by selecting "All Columns " or "Current Columns". By selecting "All Columns" it will export a view of all columns within the view page of a record, as well as the data that is loaded against those columns. Selecting "Current Columns" will export a view of all the columns that have been specified on the list page by using your page Settings.
When using either of the Export options, there is a limit of exporting up to a max of 10 000 records.
Paging
When a list page exceeds the number of list items set in the user's preferences under the Gear icon, the list page will group the items together in pages. In the example below, the list page size is set as 20. The first page shows items 1 - 20 of 49. You can either click on the page number or use the Previous / Next options to move between the pages.
Searching for closed / filtered out items
In some instances, users might want to search for closed items or filtered out items, for example, closed tasks. This can easily be done by removing the global filter in the filter control on the list page. In the example below, the Only Open Tasks global filter is applied and the task list shows 38 open items.
Once the global filter is removed, all the items previously filtered out by the applicable global filter will appear on the list page. Below showing 48 instead of 38 above. This indicates that 10 items have been closed.
Searching for items on archived projects
It is important to note that once a project has been completed, closed, and archived it will be filtered out of view by the project global filter.
These items can however still be easily accessed by removing the project global filter on any of the entity List pages. Once the project global filter is disabled you will be able to access the linked items from their respective list pages as illustrated above. Example below is the Only Active Projects global filter.
For more detailed information on the Filter Control follow this knowledge base article.