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.

  • 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 ...

  • Basic PPO Functionality

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

  • Filter Control

    This article covers: Filtering on a field; Pinned Fields; Specifying an entity filter; Clearing filter control values; Searching for closed out items. The filter control is available on all list pages in PPO including entity list pages (like the...

  • 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. In some cases you may want to delete records f...

  • 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; Searching for closed / filtered out items; Searching for items on archived projects; Columns; Paging; Moving multiple records; Editing multiple records; Deleting multiple records. Access...

  • 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: List page size; Receive email notifications; Receive email notifications for items you updated; Default value for ‘Billable’; Skin. Users can set basic preferences from the Preferences item under their user menu located at ...