Administration
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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 ...
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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 make the "Project Manager" field required when a project has moved into "Initiating"?
PPO allows users to set up Business Rules from the front-end of PPO. These rules include actions such as preventing an update if certain criteria aren't met (validation rules), the sending of e-mails based on trigger events in PPO (send e-mail) an...
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Can I load the same resource as a user onto more than one instance of PPO?
Resources can be loaded as users onto as many instances as required however the following needs to be kept in mind: 1. Every instance of PPO operates in isolation. There will be no sharing of information / data between the two instances where a p...
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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 Cat...
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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, allowing any PPO report or dashboard (standard or custom) to be sent...
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What are custom event handlers and how can I set them up?
Custom event handlersCustom events allow users to implement notifications, updates, additions and workflows by automating tasks under predetermined conditions and as defined by a set of rules. Custom events, therefore, brings a level of automation...
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What are calculated fields and how can I set them up?
Calculated fields are a powerful feature within PPO that allow you to calculate the value of a field on the basis of a formula. Although this feature can be very useful, it should be used with care. Calculated fields which have been used include: ...
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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 module and then clicking on the System Configuration icon. The last setting in the "Other Settings" category is the Currency Symbol setting. This can be set to any cu...
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I want to add more users to PPO but when I add a new user an error message says "You have reached the maximum number of users allowed by your license."
Each instance of PPO has a license key which allows for the number of subscriptions to be managed. The error message below indicates that the number of active users on PPO is currently the same as the licence key / subscription and thus the new us...