Projects & Project Related Entities

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Projects cannot be deleted in PPO.  Projects are treated as special cases in PPO since they play a prominent role in relation to other entities. Projects can be linked to other projects (e.g. parent projects) while project-related entities link to...

Most organisations have implemented PPO to gain the benefit of real time reporting, but this can only be achieved if the reporting that is now available at the click of a couple of buttons is accurate.  To help project managers and project offices...

By default, Health Indicators and Comments are automatically created when you add a new project. The mechanism used for this is a "Create Items from Template Project" Business Rule. Accessing business rules Changing the default comments or health...

To evaluate the quality of the data captured on PPO, clients are generally interested in answers to questions such as the following: Is the Project Manager allocated at the correct time during the project Life Cycle? Have Risks been uploaded to t...

PPO provides for prioritisation models which allow projects to be rated in the Projects entity, or as a separate custom entity based on the client requirement and current configuration. Prioritisation models are implemented in PPO using its standa...

Our clients often ask us “What is the difference between a task and an action?” or “When does a risk become an issue and why is an issue not just a task or action?” In order to provide some clarity this article will define each of these project it...

It is not uncommon for organisations to have different groups of users following different processes, managing different types of projects, and making use of the same instance of PPO. Different processes can be followed using a single PPO instance...

This article covers the following: Setting up your Parent Project Setting up your Child Project Final View Reporting When projects are added on PPO, they can either stand-alone or be linked to a parent project. The Parent Project field is a proj...

Yes, an Issue can be auto-created based on an occurred Risk.  Below are the steps to follow to implement this on your PPO instance. This FAQ covers: Adding the "Occurred" status on the Risk entity Updating of calculated fields, the global filter ...

The field is cleared automatically and it is mandatory, it forces the user to provide a response. The “Action / Response” field on the issue entity is a typical scenario where you want to force this behaviour since you want the user to provide det...

The last updated date on the Projects entity only shows the last date on which the fields on the Projects entity itself were updated – it does not flow through from all the underlying entities (such as Issues, Comments, Health Indicators,etc.). Th...

Most project management methodologies including PMBOK and PRINCE2 suggest that you calculate a Risk Rating for every risk that is raised for a project. By default, PPO is configured to support the calculation of risk ratings using the models sugge...

PPO provides functionality to show dependencies which impact a project.  These dependencies can be anything from the completion of other projects, events that must be completed before another can start, etc. How do I go about setting this up? Depe...

Project Managers often want to record a list of their project team members, specifying who will play which role during the life span of their project. PPO's custom entities allow for a Team Members entity to be set up to assist with managing team ...

Yes.  You have the ability to either add a Physical File or the option to provide an External Link to another location. Examples of why you would want to use an External Link: Your organisation has an existing Document Management System in place...

Default Cost Entity Fields: PPO’s default configuration includes the following cost entity fields: Budget – This field allows the Project Manager to record the project budget that has been approved. Actual / Spent – This field allows the Project ...

PPO supports the use of multiple currencies for organisations that operate in multiple countries and requires each country to capture their cost information in their local currency, but still requires consolidated reporting on a global level. Impl...

Step 1 - Implement a Cost Data FieldA new data field must be added to the Tasks entity as follows: Note: when the field is added the Field Type must be Currency. Step 2 - Map the MSP Cost field to PPOThe cost for each Task can be entered into one...

Confidential projects and documents can be hidden from specified user groups by implementing a data field on the projects or documents entity called: Confidential. This should be a Yes / No field. A user group filter should then be set up for the...

Bulk uploading of data is recommended when initially implementing PPO thereby ensuring that all take-on data is captured.The following are Terms & Conditions with regards to bulk uploading: Bulk uploading is only available during implementation a...