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 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 is a b...

  • 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 comments ar...

  • Costs

    This article covers: Calculations Currency 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-naming entitie...

  • 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...

  • 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 ? Decision ma...

  • 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: Calculated fields Default list 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 can...

  • Issues

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

  • 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: 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, an...

  • Risks

    This article covers: Calculated fields Risk filters Risk reports and dashboards 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 the project....

  • 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...