Administration
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How can I set the currency for PPO to something other than the default of USD ($)?
The currency setting can be changed by accessing the Administration menu and then clicking on System Configuration. You will find the Currency symbol setting under "Other Settings". This can be set to any currency symbol and will apply to all cur...
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If I change the type of data field (eg. from a numeric field to a text field) will I lose my data?
Yes, you will lose all the data in the data field that is changed. BEFORE changing the data field type, we suggest you extract a detail report for the specific entity. To do so access the Reports, select the applicable entity from the Report Categ...
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How can I customise e-mail notifications using intelligent tags?
The subjects and bodies of e-mail notifications can be customised by using intelligent e-mail tags. This allows clients to add content such as the Project name, Issue / Task / Risk name, Priority and any other related information into the subject ...
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How can I request that a report be e-mailed from PPO to specific users and what information should I provide?
Often, clients want a PPO report or dashboard to be e-mailed to them automatically, on a scheduled basis. PPO caters for this requirement through its Report Mailer functionality. Currently, automated report mailing cannot be set up by a PPO Ad...
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Can I disable global filters on list fields?
Previously, the ability to disable global filters was limited to certain scenarios, e.g. on the list page. If you however wanted to see the issues where the Contact Person (IssueContactPerson) is an inactive employee, there was no way to do this. ...
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How can I create a link to Google maps from PPO?
PPO allows users to enter two coordinates (one for latitude and one for longitude) and then follow a calculated link to the defined location in Google Maps. Follow these steps to set this up: Step 1: Create two text fields The first step is to add...