Administration

This knowledge base section deals with the administration module of PPO.

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.

  • Update Logo

    This article covers: How to update the logo; Where the logo is used. How to update the Logo If the user has access to change the logo on the instance, the Logo option will appear under the Administration Menu. To change the logo, click on the L...

  • Nominate Key Contact

    PPO regularly sends out important communications to users to alert them of new functionality, planned maintenance and tips and tricks.  In order to ensure these communiqués reach the correct contacts at each client, every instance of PPO is requir...

  • System Configuration

    This article covers: Client / contact information; Planning settings; Time entry settings; Other settings; Appearance; Home page settings; Security settings; Technical settings. The System Configuration settings provides control over some core f...

  • Users

    This article covers: Adding and editing a user; Reset password; Deleting a user. In order for someone to access PPO, they must be loaded as users. This provides them with a username and password in order to log onto PPO. Before someone can be lo...

  • User Groups

    This article covers the following: Adding and editing a user group Copying a user group Deleting a user group Linking a user to a user group User group reports PPO allows Administrators to limit users in terms of functionality by means of the Us...

  • Subscription Management

    This article covers: Change number of subscriptions; Terminate subscriptions; Additional Considerations. Subscriptions are managed via the Administration menu in PPO. Users who have access to manage subscriptions will see the Subscription Manage...

  • Entities

    This article covers: Concepts; Entities list page; Renaming entities; Enabling custom entities; Hiding the primary key. Concepts PPO is built around the concept of entities, the most important being Projects. Each project can in turn be linked t...

  • Custom Lists

    This article provides detailed explanations on how to use Custom Lists in PPO: Custom lists and custom list items; Adding a custom list; Editing a custom list; Adding and editing custom list items; Deleting a custom list and custom list items. C...

  • Data Fields

    This article covers: Field List page; Fields sort order; Adding and editing a data field; Deleting data fields. Data fields are used to capture information in PPO. Different types of data fields allow for the capturing of different types of info...

  • Data Field Types

    This article covers the following data field types: Consecutive Number; Currency Field; Custom List; Date Field; Decimal Field; E-Mail Address; Employee List; Entity List; Free Text; Integer Field; Percentage Field; Programme List; Project List; ...

  • Data Field Settings

    This article covers the following data field settings: Caption; Description; Category; Calculated; Field Type; Required; Hidden; In Use; Include in List; Sort Order. The Data Field Add and Data Field Edit pages show all information related to th...

  • Entity List Field Type

    The entity list field type is similar to the project, programme and employee list field types in that it shows a searchable dropdown list with display values of the referenced entity as items that can be selected. Similarly to the project, program...

  • Calculated Fields

    This article provides some background information on the Calculated Fields available in PPO: Adding a calculated field; Additional Considerations; Limitations; Risks; General Guidelines; Legacy calculated fields. Calculated fields are a powerful...

  • Calculated Field Examples

    This article provides some simple formula examples to begin exploring the calculated field functionality. They are: Simple Arithmetic; Ratios; Date Calculations; Update / Creation History; Look-Ups; Aggregates; Users; Smart Tags. Simple Arithmet...

  • Field Usage

    PPO has a standard set of data fields that provide structure to the PPO instance. It also allows clients to specify their own custom data fields for capturing additional information. In some instances, you as the PPO Administrator may want to know...

  • Dependencies

    This article covers: Creating a dependency; Linking dependencies; Deleting a dependency. When working with custom lists it is often useful if the values that are shown in one list (the child list) are dependent on the value selected from another...

  • Filters

    This article covers: Global filters; User group filters; Shared filters; User defined filters; Deleting filters and filter items. PPO administrators can limit what functionality users have access to by assigning them to a user group and restrict...

  • Administering Business Rules

    This article covers: Types of business rules; Accessing business rules; Business rule information; Action section; Adding / removing conditions and exceptions; Conditions; Exceptions. Business Rules in PPO allow an administrator to define an...

  • Business Rules - Create Items From Template Project

    This article explains how to create a Business Rule to automatically copy items from a Template Project when a new project is created. This can be used for example to automatically create default Tasks, Comments, Health Indicators or Documents whe...

  • Business Rules - Validation Rules

    A Validation Rule is a specific type of Business Rule that is used to perform validation of information captured on PPO by users. It therefore prevents the update from taking place based on the specified conditions.  This can best be explained by ...

  • Business Rules - Send E-Mail

    This article explains how to create a Business Rule which will automatically send an e-mail notification based on system events. System events include the adding, editing and deleting of entity records such as Issues, Risks, Tasks, and so on. E-ma...

  • Business Rules - Call Web Service

    As the name states, the Call Web Service business rule type can be set up to call on a web service to perform certain actions based on a specific trigger event in PPO. The ability to add this type of business rule is not directly available to end ...

  • Business Rules - Set field values

    This article explains how to create a Business Rule that sets or over-rides field values when an item is added or updated. This can be used to for example set default values for fields without the user having to specify the values explicitly. A sp...

  • Instance Specific Notifications

    This article covers: Adding a notification; Updating a notification; Deleting a notification. PPO includes a notifications module, which allows the application to generate notifications to PPO users. This addresses the requirement PPO Administra...

  • Global Notifications

    Global notifications are a way for us, the software vendor, to communicate important announcements to the PPO user base. Typical examples of these notifications include: Notifying users of critical events e.g “Please note that scheduled maintenan...

  • Report Mailers

    This article covers: Why do we have report mailers; Access to report mailers; Viewing your report mailers; Job Execution Log Entries; How to request a report mailer. Why do we have report mailers Often, clients want a PPO report or dashboard to ...

  • Public Holidays

    This article covers: Viewing a list of public holidays; Adding a public holiday; Deleting a public holiday. PPO allows for specifying public holidays to ensure that these days are taken into account when determining capacity for resource plannin...

  • Invoices

    This article covers: Access to the Invoices functionality; Invoices List page; Download Invoices. PPO allows administrators and finance personnel, to retrieve all invoices via the Administration Menu. This means clients have access to all their ...