PPO has a basic structure that applies on all entities (projects, employees, risks, issues, tasks, scope changes, etc).
Every entity has a view page (for single records), list page, add page and edit page. Project related entities (entities related to a specific project, such as issues, tasks, risks, scope changes, documents, costs) will have a move page, a multiple delete page and a multiple edit page as well.
The name of the page will always appear in the top left hand corner of the page. In the example below the user is accessing the Issue >> List page.
In the next example the user is on the Project >> Add page:
The list pages for the projects and employees entities, will be shown when the respective menu items are selected.
To access the Project >> List page, click on the Projects menu item:
To access the Employee >> List page, click on the Employees menu item:
There are two options you can choose from, when accessing all project related entity list pages:
1. The first option is to select the project from the Project >> List page. The Project >> View Page shows links to each project related entity list page, as per the example below.
2. The second option is to use the Quick Page Locator. This icon is situated in the top right hand corner of each page. This icon opens a list of links to the list page of each project related entity.
The view page for any item can be opened from the list page, by clicking on the item from the list.
The action panel on the view page offers means of updating a single record, for example, edit the current record, delete the current record or add a new record. Links are also provided to the list page and the applicable project.
Documents can be linked to every entity in PPO. If a document is linked to an entity record, such as a risk, the document will appear in the Linked Documents section on the Risk >> view page.
For more information on documents, see the following knowledge base article.
Every change made in PPO is recorded in a history log. The history for each item can be seen on the View page. For example, to view the history of an issue, click on the issue and scroll down to the Issue History section.
A history record is only created when something has changed during an edit. In other words, if the user clicks on edit and again on submit without changing anything, PPO will not see it as an update and a history record will not be created.