Follow

Basic PPO functionality

This article covers:

Basic functionality

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.

Tooltip:

The tooltip provides 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.

Tooltip over a data field:

kb_basic_step1.png

Tooltip over an icon:

kb_basic_step2.png

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

Browse function:

The browse function will appear wherever a document can be uploaded. This allows users to browse their computer for the document they want to upload.

Document_Size_Limit.jpg

PPO allows files of 20MB and less to be uploaded.

Print button:

The print button allows users to print the current page exactly as it shows in PPO. The print button is situated in the top right hand corner of the page.

kb_basic_step30.png

Help button:

The help button provides users with a direct link to the PPO Support portal. For more information on using the support portal, please see the following knowledge base article.

kb_basic_step31.png

Action panel: 

Every page in PPO provides an action panel. The action panel consists of icons that can be used to move around in PPO (view list page, view project manager dashboard) or perform actions (add issue, edit risk, move task). The action panel will be different depending on the page (see the next section in this article for accessing pages).

Action panel on the Issue >> List page:

kb_basic_step4.png

Action panel on the Project >> View page:

kb_basic_step5.png

The action panel for each user group can be defined by granting the user group access to add, edit, delete or move items.

For example, project administrators may have access to the full risk action panel:

kb_basic_step32.png

However, the project team members may only have access to selected functions in the action panel.

kb_basic_step33.png

For more information on granting user group access, see the following knowledge base article.

Show / hide functionality:

PPO allows for sections to be collapsed (hidden) and expanded (shown) in order to make screens more manageable. The show / hide icons are two arrows on the right hand side of the page, in the section heading. Click on these arrows to show or hide the section.

Both sections are shown on the Project list page shown below:

kb_basic_step40.png

The List Criteria section has been hidden by clicking on the show / hide icon on the List Criteria heading:

kb_basic_step41.png

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.

kb_basic_step4.png

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 two arrows on the category line.

kb_basic_step5.png

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.

Required fields:

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

kb_basic_step33.png

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

Field types:

PPO prescribes the type of information that has to be specified for each field by making use of different field types.

Examples of field types are:

Text field

kb_basic_step35.png

Date field

kb_basic_step34.png

Custom list field

kb_basic_step36.png

For more information on the different types of fields, see the following knowledge base article.

Adding and Updating multiple records

Adding and updating multiple records:

In some cases a user might want to assign the same record (e.g risk) to multiple resources or update all the records (e.g risks) on the project, at once. Having to add and update multiple records individually, could be time consuming.

The above mentioned functionality is available, by accessing the action panel on the list pages of the individual project related entities, and then clicking on the applicable icon, e.g "Edit Risks" or "Edit Issues" etc.

For a detailed explanation on adding and updating multiple records, please access the following knowledge base article.

Moving multiple records:

To move multiple risks from one project to another, click on the Move Risks icon on the Risks >> List page.

kb_basic_step23.png

The Risks >> Move page will open.

kb_basic_step24.png

Select the destination project and move the applicable risks to the box on the right using the green arrows.

kb_basic_step25.png

When the destination project has been selected and the risks that have to be moved are in the box on the right, click on Submit.

For more information on list pages, please see the following knowledge base article.

Updating single records

Adding and editing a single record: 

To edit the current record, click on the Edit Risk icon.

kb_basic_step26.png

The Risk >> Edit page will open.

kb_basic_step27.png

To add a new risk record, click on the Add Risk icon from the Risk >> View page.

kb_basic_step30.png

The Risk >> Add page will open.

kb_basic_step29.png

Moving a single record:

To move a single risk to a new project, click on the Edit Risk icon on the Risk >> View page. The Risk >> Edit page will open. From here, select the new project under which the risk must appear and click on Submit.

kb_basic_step32.png
Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request
Article is closed for comments.
Start a 30 Day Free TrialClick ClickNo Credit Card and No Obligation
Powered by Zendesk