Basic Functionality

This is the knowledge base for all basic PPO functionality.

  • Searchable drop-down lists

    We are excited to announce that we have improved the entity drop-down lists in PPO to make them fully searchable and better able to handle very large lists. This will make it easier to find the project or employee that you are looking for and will...

  • Accessing Pages in PPO

    PPO has a basic structure that applies on all entities (projects, employees, risks, issues, tasks, scope changes, etc). Page names Every entity has a view page (for single records), list page, add page and edit page. Project related entities (en...

  • Deleting records in PPO

    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 In some cases you might want to delete reco...

  • Adding & Updating multiple records

    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...

  • Basic PPO functionality

    This article covers: Basic functionality Adding and Updating multiple records Updating single records Basic functionality PPO is a fully web-based application, which means users can only access PPO through a web browser. The following pieces of ...

  • List pages

    This article covers: List criteria Searching for closed / filtered out items Columns Paging List criteria The PPO list pages can be filtered by defining a project and / or entity filter: List pages can also be filtered by selecting di...

  • Setting up filters

    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 are used to ...

  • Search Functionality

    PPO provides its users with advanced search functionality. A  search box appears in the top right hand corner of each page in PPO, to allow for quick and easy searching. Once the term has been typed in the search box, and the search icon  clicked...