Projects & Project Related Entities

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

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.

  • Benefits

    This article contains detailed explanations of the Benefits entity available in PPO: What is a benefit; Accessing the Benefits entity; Standard Configuration; Customising the Benefits entity; Benefit Reporting; Benefit Tracking Life Cycle. What ...

  • Comments

    This article covers: Default set of comments; Dashboard 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 comments are the Project Own...

  • Costs

    This article covers: Accessing the Costs entity; Standard Configuration; Calculations; Currency; Cost Reporting. The Costs entity allows users to capture expected costs and actual costs applicable to their project. The Costs entity can be rename...

  • Custom Entities

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

  • Decisions

    This article contains detailed explanations of the Decisions entity available in PPO: What is a decision? Accessing the Decisions entity; Standard Configuration; Customising the Decisions entity; Decisions Reporting. What is a decision ? Decisio...

  • Documents

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

  • Health Indicators

    This article covers: Calculated fields; Default set of health indicators; Project health; Health indicators on dashboards. Health indicators are used to show the status / health of specific areas within the project. The Health Indicators entity ...

  • Issues

    This article contains detailed explanations of the Issues entity available in PPO: What is an Issue; Accessing the Issues entity; Standard Configuration; Calculated Fields; Customising the issues entity; Issue Reporting. Whats is an Issue An iss...

  • Lessons

    This article contains detailed explanations of the Lessons entity available in PPO: What is a lesson; Accessing the lessons entity; Standard Configuration; Customising the lessons entity; Lessons reporting; Additional considerations. What is a l...

  • Programmes

    This article covers: Accessing the Programme entity; Standard Configuration; Customising the Programme entity; Adding Programmes; Linking Projects to Programmes; Programme Reporting. Programme management is the process of managing several relate...

  • Projects

    This article covers: Project View page; Project dashboards; Admin projects; Calculated planned progress percentage and actual progress percentage; Programmes. Projects form the basis of PPO. All items (Tasks, Issues, Risks, Scope Changes, and so...

  • Risks

    This article covers: What is a risk; Accessing the Risks entity; Standard Configuration; Calculated fields; Customising the Risks entity; Risk reporting. What is a risk Risks are uncertain events or conditions that, if they occur will have a pos...

  • Scope Changes

    This article covers: Accessing the Scope Change entity; Standard Configuration; Customising the Scope Change entity; Scope Change Approvals; Scope Change Reporting. Whenever a situation arises where the project scope, costs and/or time-line will...

  • Sprints

    In the Scrum methodology of agile software development, work is confined to a regular, repeatable work cycle, known as a sprint. Another definition of a sprint is that it is a time-boxed iteration. The length of each sprint will differ between env...

  • Tasks

    This article covers: Task types; Sort order; Task import wizard; Importing additional fields; Update from PPO; Gantt chart. A task in project management is an activity / work item that needs to be completed in a set time frame. There is generall...

  • Work Items

    This article contains a detailed explanation of the Work Items entity available in PPO. This entity is available by default on the Agile Software Development solution type but can also be configured manually by yourself or with assistance from the...