Basic Functionality

This is the knowledge base for all basic PPO functionality.

  • 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; Employees; Reporting menu; Administration menu; Search; Feed; Time entries; Support; User menu / Avatar. The main menu allows you to naviga...

  • 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...

  • 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; 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; ...

  • 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 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...

  • 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; 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; Receive email notifications for unread feed items; Default value for ‘Billable’; Avatars; Skin. Users can set basic preferences from the Prefere...