Projects & Project Related Entities

This knowledge base section deals with projects and their related entities, such as tasks, issues, risks, scope changes, etc.

  • Benefits

    This article covers: Accessing and configuring the Benefit entity Adding Benefits Benefit Reports PPO allows for benefit tracking by making use of the Benefits entity. Planned values are captured at the start of a project and then tracked throug...

  • Comments

    This article covers: Comments Default list of comments Dashboard comments Comments Comments are used to provide written feedback on the progress of the project. The comments are written by the Project Manager and the audience for the comm...

  • Costs

    This article covers: Costs Calculations Currency Costs The Costs entity allows users to capture expected costs and actual costs applicable to their project. The Costs entity can be renamed, depending on the requirement. For more details on re-na...

  • Custom entities

    This article covers: Custom entities Pre-configured entities Setting up custom entities Additional Considerations Custom entities Each instance of PPO has nine custom entities available in addition to the standard PPO entities provided. These en...

  • Documents

    This article covers: Documents Version control Download the latest version Document check in / out Uploading documents through e-mail Linking documents Documents All project documentation need to be stored and maintained in a single repository. ...

  • Health Indicators

    This article covers: Health indicators Calculated fields Default list of health indicators Project health Health indicators on dashboards Health indicators Health indicators are used to show the status / health of specific areas within ...

  • Issues

    This article covers: Issues Calculated fields Issue filters Issue reports and dashboards Issues Issues are unplanned, day to day occurrences that are dealt with outside of the project schedule (Tasks entity). Issues are typically assigne...

  • Programmes

    This article covers: Programmes Accessing and configuring the programme entity The Programme >> View page Adding programmes Linking projects to programmes Programmes Programme management is the process of managing several related projects,...

  • Projects

    This article covers: Projects Project >> View page Project dashboards Admin projects Calculated planned progress percentage and actual progress percentage Programmes Projects Projects form the basis of PPO. All items (Tasks, Issu...

  • Risks

    This article covers: Risks Calculated fields Risk filters Risk reports and dashboards Risks Risks are situations or occurrences that could prevent the successful completion of a project. Risks have to be identified and managed from the start of ...

  • Scope Changes

    This article covers: Scope Changes Scope Change Approvals Scope Change Reports Scope Changes Whenever a situation arises where the project scope, costs and/or time-line will be affected, a scope change needs to be raised in order to amend...

  • Tasks

    This article covers: Tasks Task types Sort order Task import wizard Importing additional fields Update from PPO Gantt chart Tasks The steps required to complete a project are logged as Tasks in PPO. Each Task has, among other fields, a Planned S...