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Entities

This article covers:

Concepts

PPO is built around the concept of entities, the most important being Projects. Each project can in turn be linked to other entities like Documents, Tasks, Issues, Risks, etc. and these are referred to as Project Related Entities. In addition, there are entities that are not directly associated with a project like Employee, Programme and Approvals. You can also use / define your own custom project related entities.

Entities list page

A list of the entities that are available can be accessed from the Administration >> Entities menu item.

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This will show a list of all entities that are available, whether they are currently in use and whether they are Project Related Entities as defined above.

Renaming entities

An entity can be renamed by clicking on it in the list as shown above which will open the Entity Edit page as shown below. From here the entity name and plural name can be specified for the entity.

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In this example we will rename the Employee entity to Resource (plural Resources). After the user has clicked on Submit Entity the entity will now appear in the menus with the newly specified name.

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Note: When renaming entities, remember to also rename the applicable data fields, by changing the captions, and also renaming the categories for the applicable data fields.

Enabling custom entities

PPO provides a number of custom project related entities that you can use / configure to suit your particular environment. The unused / available custom entities will appear in the Entities list as shown below:

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You can enable a custom entity by clicking on the entity in the list and checking the "In Use" checkbox.

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Note that you can also take a custom entity out of use in the same way by un-checking the checkbox. For more information on configuring custom entities, refer to this article.

 

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