Basic PPO Functionality

This article covers:

PPO is a fully web-based application, which means users can only access PPO through a web browser. The following pieces of functionality are basic browser functions that allows the user to easily move around in PPO.

Main menu

The Main Menu makes it easy to navigate to the various pages in PPO.  Be it setting your user preferences, updating your project, running your weekly dashboard or booking the time you spent this week, the main menu has it covered plus more.


For more information on the main menu, see the following knowledge base article

Page names

Every page in PPO has a page name that appears in the top left-hand corner. Page names support a user when navigating through PPO and when requesting support from the support desk.  

On the page name bar, in the top right-hand corner, you will notice a Copy Page URL button.  This allows the user to copy the URL of the current page that you are on.  This is applicable on all pages in PPO and alleviates the additional clicks if you want to share a specific URL with a team member or the support desk.

The example below shows you that you are on the Issues List page. mceclip1.png

This example shows you that you are on the Issue View page which also has the Copy Page URL button.


Action buttons and actions menu 

Most pages in PPO provide a primary action button as well as a secondary actions menu that contains the additional actions that are available in the current context. 

On an entity view page for instance, the primary action button allows the user to edit the item while the secondary action menu contains options to delete the current item as well as options to add a new item or navigate back to the list page.


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 in the example below.


Some pages in PPO have special secondary actions.

On the Project View page, you have the ability to run your Project Manager Dashboard & Executive Dashboard without having to navigate to the Reporting main menu item.


Document View page example:


The action menu for each user group can be defined by granting the user group access to add, edit, delete or move items.  An example of this is that you would want PPO Administrators to have access to all functions including Delete, but for other user groups you might only want them to have the ability to add or edit.

Show / hide functionality

PPO allows for both entities and sections to be collapsed (hidden) and expanded (shown) in order to make screens more manageable. The show / hide buttons are located in the entity / section headings on the right hand side of the pages. Click on these icons to show or hide the section.

The Scope Changes section has been hidden by clicking on the show / hide icon on the Project View Page:

All view, add, and edit pages in PPO show data fields grouped into categories. Each category name is highlighted and also allows for the category / section to be expanded or collapsed to show more or less information.

In the example above, Task Information, Task Progress and Planning Information are all categories. The Task Progress category has been collapsed and can be expanded by clicking on the arrow on the category line.

PPO will store the selections on the show / hide functionality as a user preference. In other words, if a section is hidden by the user, PPO will see this as a user preference and will keep the section hidden until the user chooses to show the section again.


Tooltips provide users with additional information regarding any field or icon within PPO. To access the tooltip, hover the mouse pointer over the field or icon that requires further explanation.  Example of a tooltip on a data field:


For more information on how to change the tooltip for data fields, see the following knowledge base article.

Searchable drop-downs

When adding / editing a record in PPO you will come across list fields which include Project Lists, Employee Lists, Programme Lists, Custom Lists, and Entity lists. 

All of these lists are fully searchable to reduce the time it takes to find the item you are looking for. 

Searching for an employee (Issue Owner):


Searching for a custom list item (Document Type):



When accessing the project related entity view pages, you will notice that there is a hyperlink on the project name. This means you can quickly access the associated project for the item you are viewing by clicking on the hyperlink.


The same is applicable for any employee, programme and entity list fields. This hyperlink will take you directly to the record that has been hyperlinked.

Required fields

Required fields are fields that have to be captured before the user can submit a record. Required fields are shown with grey input boxes, whereas non-required fields have white input boxes.

For more information on required fields, please see the following knowledge base article.

Updating single records

To edit the current record, click on the Edit button.


 The Edit page will open:


To add a new record, click on the Add button from the List page:


The Add page will open:


Should you have the need to update multiple records at the same time you can access the following knowledge base article for more information.

Choosing a file

The choose file function will appear wherever a document is uploaded. You can either 'drag and drop' a document or select "click here" to find a document from your file explorer:


Note that the maximum file size that can be uploaded is 50MB.

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