Basic Functionality
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This is the knowledge base for all basic PPO functionality.

Note: We’ve been working around the clock to bring you a new PPO experience. With that said, there'll never be enough hours in the day to keep everything 100% current. Updating impacted articles and screenshots will take some time but we'd hate to keep you in the dark & encourage you to follow the changes here.

  • Creating a custom skin

    To change your own personal skin, access the Appearance settings by going to Preferences located under the User Menu. To change the default skin for the instance, access it by going to System Configuration under the Administration menu.  On the sk...

  • 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

    This article covers: Page names List pages View pages Linked documents History records 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 pag...

  • 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 records from...

  • 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: Accessing List Pages List Criteria Clearing the List Criteria Values Searching for closed / filtered out items Columns Paging After logging into PPO, the home page is the first page that you always see. The list pages have a...

  • 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...