This article covers:
The Home Page is the first page a user sees when they log into PPO. It shows all the current items assigned to the user and is designed to focus the user's attention on the most important items.
The home page defaults to the employee record of the user logging in. Should you wish to view another employees home page, simply select their name off the employee drop-down list.
Should you wish to view the home page of an inactive employee, then deactivate the global filter and then select their name from the employee drop-down list.
Customising the Home Page
Users have the ability to customise their PPO Home Page by applying filters to each section on the home page.
By default (if no filter is applied), the Home Page will show all items that are not filtered out by the global filter and that have been assigned to the user, which the user is the contact person for and which the user has updated. From there the user can customise the sections to show the items preferred.
Users with the necessary access rights can also disable the global filters from their home page.
This will disable the global filter throughout the instance.
Entities on the Home Page
Administrators can define the entities that should appear on the Home Page for all users on the instance. For more information on defining the entities on the home page, access the following knowledge base article.
Users can set basic preferences from the My Preferences icon on their home page.
The preferences page allows for the following items to be set:
The default skin on the instance is set by the administrator (for more information, access the following knowledge base article). However, users can select one of the other pre-defined skins or create their own custom skin. To revert to the instance default, select the "...Global Default..." option from the dropdown. For more information on creating a custom skin, refer to this knowledge base article.
List Page Size:
The number of items shown on list pages can be set from the Preferences >> Edit page. The user can therefore opt to see 100 items per list page or only 10.
Once selected this list page size setting applies to all list pages in PPO. Below is an example of the Task >> List page showing 100 items per page:
The Task >> List page showing 10 items per page:
In order to keep PPO's performance and speed optimal, the list page sizes cannot be set to more than 100 items per page.
For more information on list pages, see the following knowledge base article.
Receive e-mail notifications:
PPO has a notification engine which is configured by the system administrator to send e-mail alerts when things occur on PPO (e.g. a risk is raised, an issue is edited or a document is uploaded).
Each user of PPO can decide whether or not to receive e-mail notifications within their My Preferences section which can be accessed from the Home Page by clicking on the My Preferences icon.
From the Preferences >> Edit page users can uncheck the Receive e-mail notifications checkbox which will ensure they do not receive PPO e-mails, and this will also result in the user not receiving the time based reports that have been setup on the PPO instance.
For more information on time based reports, access the following FAQ.
Default value for "Billable":
The PPO Administrator can define whether the items in the time entries page need to be billable or non-billable by default for all users. To find out more about this setting access the following knowledge base article.
The Users can however, specify their own default as well and the user preference will then override the global default.
PPO allows users to capture actual time spent on items in PPO. For more information on the time entries functionality, see the following knowledge base article.
Users can change their login password from the Change Password icon on their home page.
The user will be asked to supply their current password, a new password and to confirm the new password.
For each release of PPO a blog article is published on the PPO Blog. All subscribers to the blog will receive an e-mail notification of the new article. The Product News section of the blog is also available from the What‘s New icon on the PPO home page.
The articles cover enhancements (new features and functionality) as well as bug fixes. Users will also be directed to articles in the Knowledge Base, FAQ portal and in some instances to specific videos, for detailed information and step-by-step guides on how to use the new functionality.
PPO provides a comprehensive Support Portal that offers guides such as a full knowledge base of all PPO functionality and a Frequently Asked Questions portal. Users can also log ideas and submit requests from the portal, while having full visibility of their existing requests and previous requests.
For more information on support, access the following knowledge base article.