Basic Functionality

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The List Widget in PPO allows the flexibility of creating your own lists on your Home Page.  The functionality allows users to create a list and add any entity item to the list. This article covers: Use cases Default blank list Adding lists Addin...

The Calendar Widget in PPO gives you the ability to add and display events from entity items, based on certain criteria. The Calendar shows the related data as a weekly or monthly view on your Home Page. This article covers: Use cases Navigation ...

This article covers navigation through the following: Home; Lifecycle; Demand; Programmes; Projects menu; Employees; Reporting menu; Administration menu; Search; Feed; Time entries; Support; User menu / Avatar. The main menu allows you to naviga...

This article covers: How to Access Support; Support Portal; Log an Idea; FAQ; Knowledge Base; Live Chat Submit a Ticket; View My Tickets; Online Training; What's New in PPO; PPO Webinars; Search; How to Access Support PPO provides a comprehensiv...

The Home Page is the first page a user sees when they log into PPO. It shows all the current items assigned to the user and is designed to focus the user's attention on the most important items. The home page defaults to the employee record of the...

This article covers: Main menu; Page names; Save to list icon; Copy page URL icon; Action button and action menu; Show / hide functionality; Tooltips; Searchable drop-downs; Hyperlinks; Required fields; Updating single records. Choosing a file; ...

This article covers: Filter Types; Filtering on a field; Pinned Entities; Specifying an entity filter; Clearing filter control values; Searching for closed out items. The filter control is available on all list pages in PPO.  This includes entit...

Sometimes it is more convenient to update multiple records at the same time, for example if you want to update the status of issues, update task progress percentages or re-assign multiple issues.  Also, when adding a number of similar items, PPO p...

This article covers: Deleting single records; Deleting multiple records; Deleting items with associated time entries or approvals; Deleting programmes, projects and employees; Deleting time entries. Recovering deleted items. In some cases, you m...

To change your own personal skin, hover over your avatar/user options and select Preferences. To change the default skin for the instance, access it by going to System Configuration under the Administration menu.  On the skin drop-down select the...

This article covers: Accessing List Pages; Filter Control; Columns & Widgets; Action buttons; Paging; Searching for closed / filtered out items; Searching for items on archived projects. Accessing List Pages The list pages in PPO are very simila...

PPO provides its users with advanced search functionality.   A Search icon is visible on the Main Menu on the top right hand corner of each page in PPO. The search box is only visible when you click on the Search icon. Below is what it looks like...

This article covers: Filters; Adding and editing filters; Filter items; Employee aware filtering, Using dates in filters, Filter using empty fields, Chained filters, Evaluation expression; Deleting filters and filter items. Filters Filters ar...

This article covers: Receive email notifications; Receive email notifications for items you updated; Receive email notifications for unread feed items; Default value for ‘Billable’; Avatars; Skin. Users can set basic preferences from the Prefere...