Basic Functionality

  • How do I update my region settings?

    Have you ever done updates in PPO and the time stamp of the update doesn't reflect your Time Zone? If this is the case, you need to update your Region settings on your device.   Below are the steps to check and update Region settings. For a Window...

  • Can I customise the Home Page?

    Yes, you can customise the home page. The default home pages can be seen as tabs under the Home page title bar.  You will also notice an Edit action button that will allow you to either edit your existing tabs or to add new tabs if required. This ...

  • Can PPO calculate the date on which a project was closed?

    Clients may want to record the date that the project was closed in PPO and while this can be seen in the audit trial on PPO this can also be achieved as follows: Implement a new data field called "Date Closed" on the Projects entity.  Implemen...

  • Does PPO remember user input before timing out?

    The default time-out in PPO is 60 minutes. A session would time out if you haven't had a page request within 60 minutes, such as navigating to a page or hitting the Submit button. Capturing data is usually quick and easy, but we sometimes get sid...

  • Can demo data be deleted?

    When provisioning an instance of PPO you will notice that there is demo data already captured for Demand, Programmes, Projects, Resources, Users as well as the underlying project-related entities such as Risks, Issues, Costs, Resource Allocation r...

  • How can I get a new password if I have forgotten mine?

    The following options are available to users in order to receive a new password: Option 1: PPO allows you to retrieve your own password. To do this, access the login page for your instance and click on the "Forgot your password?" link on the login...

  • Why do I get a "Weak or breached password" message?

    We have recently introduced an additional security check which is done every time that you log into PPO as well as when you change your password. The check involves comparing your password, in a secure manner, against known weak and/or breached pa...

  • Does PPO provide audit trails of all logins and entries?

    The answer is Yes. PPO includes a full audit log that records the date, time, user, page, and action (view, add, or edit), for every single click made on PPO.These audit logs are summarised and made available to users in the form of usage and log-...

  • How can I apply formatting to text in PPO?

    In certain use cases you might want to apply formatting to text in PPO for instance to make text bold, to apply italics or to denote a heading.  Markdown allows users to format text inside free text fields. Markdown is currently supported on any f...

  • Can the Main Menu be configured?

    Yes, the main menu can be configured.  Below are examples of the capabilities of this feature. Grouping The Project Menu items can be grouped (and ordered). A good example of this is to order them according to management areas.  Below is an exampl...

  • Is it possible to change the display value of items in PPO?

    The display value on all entities within PPO can be changed. Understanding what a display value is and the impacts of changing the display value are important before making changes: What is a display value? Where are display values shown? How do ...

  • Can I increase the document upload limit in PPO?

    The maximum physical file size allowed on PPO is currently 50MB. This is a hard limit and cannot be changed. We periodically review this limit and on the basis of a number of factors take a decision on whether to increase it. Some of the factors t...

  • How can I enter 1968 as a resource‘s date of birth in the date field when the calendar control only begins at 1972?

    To select a date earlier than the earliest date on the year drop-down list, select the earliest date possible for the year on the calendar control so that PPO accepts that date. Then reselect the year drop-down again. PPO will then display the pr...

  • How can I extract my data and documents prior to terminating my instance?

    Each instance of PPO contains two types of information that you may want to retain before terminating your instance. The first type is your entity data (projects, issues, tasks, document meta-data, etc.) and the second is your documents (the physi...