This article covers:
- Client / contact information;
- Time entry settings;
- Other settings;
- Appearance;
- Home page settings;
- Project view page settings;
- Security settings;
- Technical settings.
The System Configuration settings provide control over some core functions of PPO. This is typically set up and configured during implementation and should be stable post implementation.
You can access System Configuration by hovering over the Administration Menu.
Client / Contact Information
The client / contact information section contains three pieces of information: Client name, Project office e-mail address and Billing e-mail address.
Client Name: This is displayed in the browser tab and can be changed by the PPO Administrator as required.
Project office e-mail address: This is used in PPO's e-mail events module. For more information on e-mail events, please see the following knowledge base article.
Billing e-mail address: This is the e-mail address that all monthly subscription invoices will be sent to.
Time Entry Settings
This is where you configure the various defaults and settings relating to time entries as shown below.
To remove an entity from the entities that can be linked to a Time Entry you simply click on the Remove button on the right-hand side ("x"). To add an entity to the list of entities that can be linked to a Time Entry you can click in the box as shown below and select an entity.
For more information on the effect of these settings, refer to the Time Entries knowledge base article.
Other settings
Other settings include: Default priority for "Admin" projects; Task import fields; Currency Symbol and Entities that allow conversations.
Default priority for "Admin" projects: PPO allows clients to set a default priority value for admin projects which allows users to easily filter administrative projects out of their reports and dashboards. The admin priority is set to 999 by default. When a project is selected as an admin project (Admin field on the project entity is TRUE) the Priority field on the Projects entity will automatically update with the default priority, as set up in this section of the System Configuration.
Task Import fields: This setting is used to map custom fields between MSP and PPO when using the Import Tasks Wizard (to import task information from MSP into PPO). More information on this functionality is available in the Tasks knowledge base article.
Currency Symbol: The default currency symbol setting can be changed by specifying a new currency symbol in this setting. Refer to the Costs knowledge base article for more information.
Entities that allow conversations: This allows you to select which entities should have Conversations activated. Conversations allow you the ability to have informal discussions, tag in users, and share knowledge and content on any entity (risks, issues, projects, documents, and even approvals).
Appearance
Default skin: You can either select the Default skin or define a custom skin. For more information on how to create your own custom skin, refer to this knowledge base article. Note that the skin that is selected will be the default skin for all users. Users that have selected a different skin can revert to the instance default by selecting the "…Global Default…"
Home page settings
PPO shows the Project, Task, Issue, Risk and Benefit entities on the Home Page by default, but often it will be required to bring another entity like Decisions to the user's attention when they log in.
To remove an entity from the Home page you simply click on the Remove button on the right hand side ("x"). To add an entity to the Home page you can click in the box as shown below and select an entity.
If you want to change the sort order of the entities on the Home Page you simply click on the entity you want to move, then drag and drop it to the desired order.
Note that when additional entities are added to the Home Page it's recommended that the administrator creates a shared filter to ensure that users only see items that are applicable to them. For more information on setting up filters, see the following knowledge base article.
Project view page settings
The Project View Page Settings is used to change the sort order of the entities displayed as well as to remove/add entities on the Project View page.
To remove an entity from the Project View page you simply click on the Remove button on the right hand side ("x"). To add an entity to the Home page you can click in the box as shown below and select an entity.
If you want to change the sort order of the entities on the Home Page you simply click on the entity you want to move, then drag and drop it to the desired order.
Security settings
Security settings relate mainly to passwords and log in settings.
Minimum password length: This is the minimum required length allowed for a user's password. If the user selects a password shorter than the length specified here, they will be asked to submit a new password. If this field is set to zero, the password can be any length.
Must include numeric characters: This field indicates whether the users' passwords must contain numbers.
Must include alphabet characters: This field indicates whether the users' passwords must contain alphabet characters.
Must include special characters: This field indicates whether the users' passwords must contain special characters.
Maximum number of logon attempts: PPO can lock a user's account if they have tried to log on unsuccessfully for a specified number of times. If this field is set to zero, the user can try to log on for an infinite number of tries and never be locked down.
Password expiry days: This field indicates the number of days after which the users' passwords will expire. When a password has expired, the user will be asked to reset their password when they log in. If this field is set to 0, the users' passwords will never expire.
Minimum number of days between password changes: This field indicates the minimum number of days between password changes. If this field is set to three, it means the user will have to wait three days after resetting their password before they will be allowed to reset it again. If this field is set to zero, the users can change their passwords as often as they prefer.
Password history: This field indicates whether the user may use the same password more than once. If the password history is set to three, the user's password must be unique for three password changes before the user can use a previous password again. If this field is set to zero, the user can use the same password continuously.
Technical settings
Technical settings include: Life Cycle start up SVG file; and Disable email events.
Life Cycle start up SVG file: This is the landing page for the life cycle component of PPO. For more information on the Life Cycle, see the following knowledge base article.
Disable e-mail events: PPO sends out e-mail notifications to keep users up to date with changes made to PPO. The e-mail events for an instance can be disabled (when this setting is set to ON) which will result in no e-mail notifications being sent out. For more information on e-mail events, see the following knowledge base article.
Send e-mails to non-users: This setting will only be seen by the key client contact and will allow for e-mail notifications to be sent to persons who are not users on PPO (i.e. persons who are only loaded as resources). For details on this setting, its implications and consequences, as well as the process to activate this functionality, see the following FAQ.