Basic Functionality

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

    The answer is YES. Currently the display value of all entities can be changed, including projects, programmes, employees and all project related entities e.g. tasks. Where are the display values shown?For illustration purposes, let’s use the issue...

  • How do I log ideas / enhancement requests and how do they get into PPO?

    PPO is not a static product and continues to evolve and improve over time. Feedback from our user base as to the features that they would like to see in the product, is invaluable to us in determining which changes to make. The following FAQ prov...

  • What consulting services are offered by PPO?

    Clients may draw upon the services of PPO Consultants for assistance with the initial implementation of PPO as well as ongoing configuration changes. PPO provides consulting services through two channels: PPO Implementation – Dedicated and experi...

  • What languages does PPO support?

    Currently, PPO is only available in English although we are looking to change that in future.  There are however a number of ways in which you can use configurable elements to make PPO more accessible to non-English speaking users. PPO allows adm...

  • What process is followed when a user logs a support call?

    The PPO Support Team follows a predefined process when a support call is logged. Herewith a summary of the process and roles involved.  A graphic representation of the support process is also included in this article.  Support Call Process  When ...

  • Can I pay for my PPO subscriptions via debit order and how does it work?

    PPO allows clients to pay for their PPO subscriptions by authorising a debit order. This means that PPO will automatically deduct the monthly subscription fee from your account every month. This can be requested when applying for your full subscri...

  • Where can I get screenshots of PPO?

    Download the attached zipped folder which includes PPO screenshots covering the following functionality: methodology and governance alignment; time and cost management; planning and task management; resource and capacity management; issue a...

  • What is PPO suspension and how does it work?

    PPO usage is invoiced to all clients on last day of each month for usage in the current month. As per the standard PPO terms and conditions all payment terms are 30 days and thus January's usage is invoiced on the 31st of January and payment is du...

  • Where can I find the standard Terms & Conditions for using PPO?

    The use of PPO is governed by a standard set of Terms & Conditions, which can be found on the PPO website. The Terms & Conditions have to be agreed to, before a PPO instance can be obtained.

  • 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 enter 1958 as an employee‘s date of birth in the date field when the calendar control only begins at 1961?

    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 ...

  • 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 link on the login screen. Specify you...

  • How and when are partner commissions paid?

    Partners qualify for commission if their clients are invoiced directly by Post Vision for their monthly PPO subscriptions. Partners who qualify for commission will receive a commission schedule quarterly on the following dates: 1 May (for usage...

  • What does the PPO monthly subscription fee include?

    The subscription fee and related pricing can be found on the PPO Pricing page and includes the following: Subscription to use PPO: This involves having a username and password in order to log onto an instance of PPO. 24 hour a day access to th...

  • What process / notifications are used when upgrades are made to PPO?

    Before new functionality is released, it is deployed to an internal test instance and tested extensively. During this final testing the Frequently Asked Questions, KB Articles and videos are updated accordingly.All new functionalities are deployed...

  • Where can I see the product development roadmap for PPO?

    We do not publicly release a PPO product roadmap because we are not convinced that the benefits would outweigh the risks associated with doing so.Promising particular features within particular time-frames creates an expectation which detracts fro...

  • What is the difference between an employee and a user?

    Employees Resources are loaded as employees in PPO. Items such as tasks, issues and risks can then be assigned to employees to action. Everyone who is involved in a project (stakeholders) as well as team members who will be working on the project...

  • Does PPO include a spell checker?

    Spell checking is a general requirement that is not specific to PPO but rather to the browser. Most browsers, including Internet Explorer 8 and the latest release of Firefox contains built in spell checking.Alternatively, there are numerous spell ...

  • 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...

  • Why am I invoiced for 20 users yet I only have 14 active users?

    PPO is provided on a subscription model and the monthly invoicing is based on the number of subscriptions that are available to you, irrespective of whether all the available subscriptions have been utilised in the form of added users or not.The n...

  • How can I change my evaluation instance to a full subscription instance?

    There are two options available for moving your evaluation instance to a full subscription instance. They are: OPTION 1:  When logged onto your evaluation instance, access the Administration module and click on the Buy PPO icon, before the insta...

  • How do I request a free evaluation / trial of PPO?

    Evaluation instances will allow users to explore all the functionality that PPO has to offer, including full administration rights. Requesting an evaluation instance The following steps should be followed when requesting an evaluation instance...

  • What support channels are available to PPO users?

    The primary support channel in PPO is found via the Support icon on the PPO home page. This portal is available to all PPO users 24 / 7. This icon provides you with access to the support portal which includes the following: View and search on Fr...