Administration

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PPO allows administrators (of instances provisioned after 1 August 2024) to activate and deactivate Capabilities via the Administration Menu. This is very helpful to allow the administrators to deactivate capabilities that your users are not yet w...

The Feed Widget in PPO is a feature designed to keep project communications and collaboration flowing. This feature supports the use of Conversations where you can tag users and/or User Groups as well as getting feed notifications where entity ite...

This article explains how to create a Business Rule which will automatically send a feed notification based on system events. System events for the Send to Feed business rule includes adding and editing of entity records such as Issues, Risks and ...

The Widget Configuration page allows you to configure default settings that users will see when they log into PPO for the first time.  Once they have logged in, they have the ability to configure their own default settings on the List pages.  They...

The Business intelligence (BI) API functionality gives you the ability to build your own reports and dashboards with PPO data using your BI tool of choice (i.e. Excel, PowerBI, Tableau, Qlik, etc).   This article includes: Video Access to the BI ...

This article covers: Concepts; Use cases; Enabling non-project related entities; Linking documents to a non-project related entity; Additional considerations. Concepts PPO is built around the concept of entities, the most important being Project...

This article covers: Access to the Deleted Items functionality; Deleted Items List page; Recovering Deleted Items. PPO allows administrators to retrieve deleted items via the Administration Menu. There are many times that a user accidentally del...

This article covers: How to update the logo; Where the logo is used. How to update the Logo Hover over the Administration menu and click on the Logo option.  You can either 'drag and drop' a document or select "click here" to find a document fro...

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...

This article covers: Client / contact information; Planning settings; Time entry settings; Other settings; Appearance; Home page settings; Project view page settings; Security settings; Technical settings. The System Configuration settings provi...

Project Portfolio Office (PPO) provides functionality to notify individuals via e-mail when an item has been updated, including updates to Projects, Tasks, Documents, Issues, Leads or any other entity within PPO. The notification can be sent to in...

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...

This article covers the following: Adding and editing a user group Functions Reports & Dashboards Copying a user group Deleting a user group Linking a user to a user group User group reports Additional information PPO allows Administrators t...

This article covers: Change number of subscriptions; Terminate subscriptions; Reporting; Additional Considerations. If a user has access to Subscription Management on the instance, the Subscription Management menu item will be under the Administ...

This article covers: Concepts; Standard entities; 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 ...

This article provides detailed explanations on how to use Custom Lists in PPO: Custom lists and custom list items; Adding a custom list; Custom list view page; Editing a custom list; Adding and editing custom list items; Allowing users to add cu...

Data fields are used to capture information in PPO. Different types of data fields allow for the capturing of different types of information, for example; dates, numbers, text, drop-down values, currencies and so on. PPO has a standard list of dat...

Data fields are used to capture information in PPO. Different types of data fields allow for the capturing of different types of information, for example; dates, numbers, text, drop-down values, currencies and so on. You have the ability to set de...

This article covers the following data field settings: Caption; Description; Category; Calculated; Field Type; Color Styling; Default Value; Auto Clear; Number of Decimals; Required; Hidden; In Use; Include in List; Sort Order. The Data Field Ed...

The entity list field type is similar to the project, programme and resource 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...

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...

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...

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

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...

This article covers: Global filters; User group filters; Shared filters; Personal filters; Promote personal filters to shared filters; Deleting filters and filter items. PPO administrators can limit what functionality users have access to by ass...

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...

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...

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 ...

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...

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 ...