Basic Functionality

This is the knowledge base for all basic PPO functionality.

  • My Links Widget

      The My Links Widget in PPO allows the flexibility of creating your own links on your Home Page for easy access.   This article covers: Use cases My Links default Configuring links Widget Configuration Allowing these links within a tool, whethe...

  • Board Views

    The Board view in PPO is available on all list pages and allows you to visualise your data. The Board gives you the ability to apply a Group By, specify the fields that you want visible on the cards and it also allows you to configure workflows in...

  • Widgets

    In PPO, you have the ability to define your own widgets for your home page as well as list pages to give a visual representation of your data. PPO Administrators can set up defaults for these under Widget Configuration.  Users can however override...

  • My List Widget

    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...

  • Calendar Widget

    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 ...

  • Navigation With The Main Menu

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

  • Basic PPO Functionality

    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; ...

  • Home Page

    The Home Page is the first page a user sees when they log into PPO.  The home page was designed to focus the user's attention on their specific items.  The great thing about the home page is that it is customisable to suit a users' needs. The defa...

  • Filter Control

    The filter control is available on all list pages in PPO.  This includes entity list pages (like projects, risks, issues, and task list pages), as well as the administration list pages (like data fields and user list pages). The filter control all...

  • Support

    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...

  • 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 resources; Deleting time entries. Recovering deleted items. In some cases, you m...

  • Creating A Custom Skin

    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...

  • Adding & Updating Multiple Records

    In PPO, you have the ability to either Copy a single record from the Entity View page or Add, Update, and Copy multiple records. Sometimes it is more convenient to update multiple records at the same time, for example if you want to update the sta...

  • List Pages

    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...

  • Search Functionality

    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...

  • Setting Up Filters

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

  • Preferences

    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...

  • Report And Dashboard Parameters

    This article provides detailed explanations on the report and dashboard parameters available in PPO: Project List; Project Filter; Project Filter Combo; Entity List; Entity Filters; Group By; Sort By; Date Parameter; Drop Down List; Check Box. P...

  • Report And Dashboard Views

    PPO allows users to extract reports and dashboards in four different views or formats. The views available for a specific report or dashboard is displayed below the reports' parameters as action buttons, once a report has been selected. Report / ...

  • Reports And Dashboards

    PPO comes standard with a suite of reports and dashboards which covers all the project knowledge areas to fulfill any project or portfolio reporting need a user might have.  You can access the list of reports or dashboards from their respective me...

  • Searchable Drop-Down Lists

    Entity drop-down lists in PPO are fully searchable. This makes it easier to find the project or resource that you are looking for and will also reduce page load times for those clients that have very large lists. Fully searchable The lists are ful...