Administration
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How to remove entities that are not being used?
PPO has various standard entities such as Risks, Issues, Costs, Scope Changes, Health Indicators, Comments and Tasks as well as custom entities that have been pre-configured such as Benefits, Decisions and Lessons. Not all organisations have the n...
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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 export the CSV file from the entity list page. By selecting "All Columns" it will export a view of all columns within the view p...
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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 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...