Custom Entities

This article covers:

Each instance of PPO has custom project related entities available in addition to the standard PPO entities provided. These entities are very similar to the standard entities in terms of the functionality that they offer and can be used for capturing any additional project-related information that may be required.  In addition, there are also additional non-project-related custom entities available that can be configured based on your requirements. If you need more entities (non-project or project entities) please log a support call and we will implement for you.

Pre-configured entities

PPO offers a list of pre-configured custom entities that allow you to instantly start using the required entity without having to configure the entity from scratch. The pre-configured custom entities also include a custom report that is deployed along with the entity.

Examples of pre-configured custom entities are:

Setting up custom entities

Custom entities are available in the form of unused entities from the PPO front end. Refer to this article on how to enable a custom entity and rename it.

The entity must then be configured by setting up the appropriate fields. By default, access will be provided to the user group that is linked to the user that enables the entity.  If you want to provide access to other user groups this can be done under Administration by selecting User Groups.

Additional Considerations

The following considerations should be kept in mind:

  • Only detail reports are available for blank custom entities. However, all pre-configured custom entities are deployed with a custom report.
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