Basic Functionality

This is the knowledge base for all basic PPO functionality.

  • Navigation With The Main Menu

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

  • Support

    This article covers: How to Access Support; Support Portal Home page; Frequently Asked Questions; Knowledge Base; Live Chat Submit a Request; View My Activities; Community; What's New; Blog; Search; How to Access Support PPO provides a comprehen...

  • Home Page

    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...

  • Basic PPO Functionality

    This article covers: Main menu; Page names; Action button and action menu; Show / hide functionality; Tooltips; Searchable drop-downs; Hyperlinks; Required fields; Updating single records. Choosing a file; PPO is a fully web-based application, w...

  • Filter Control

    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...

  • 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...

  • 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. Recovering deleted items. In some cases you ma...

  • 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 s...

  • List Pages

    This article covers: Accessing List Pages; Filter Control; Columns; Action buttons; Paging; Editing, moving or deleting multiple records; Searching for closed / filtered out items; Searching for items on archived projects. Accessing List Pages T...

  • 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; Employee 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; Default value for ‘Billable’; Show Markdown preview toggle; Avatars; Skin. Users can set basic preferences from the Preferences item under thei...