Administration

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

  • Business Rules

    This article covers: Business rules Call web service Send e-mail Validation rule Deleting a validation rule Business Rules PPO allows users to set up Business Rules from the front-end of the solution. These rules include actions such as preven...

  • 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 Simple Arithmetic When doing simpl...

  • 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 featu...

  • Custom Lists

    This article covers: 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 Custom lists and custom list items Drop-down lists are called cu...

  • Data Field Settings

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

  • 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 Free Text Integer Field Percentage Field Programme List Project List RAG Indicat...

  • Data Fields

    This article covers: Field List page Renaming entities 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...

  • Dependencies

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

  • 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 might want to kn...

  • Filters

    This article covers: Filters Global filters User group filters Shared filters User defined filters Deleting filters and filter items Filters PPO allows PPO administrators to limit users in terms of functionality by means of the use...

  • Global Notifications

    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...

  • Instance Specific Notifications

     This article covers: Adding a notification Updating a notification Deleting a notification Instance Specific Notifications PPO includes a notifications module, which allows the application to generate notifications to PPO users. This add...

  • Invoices

    This article covers: Invoices Access to the Invoices functionality Invoices List page Download Invoices Invoices PPO allows administrators and finance personnel, to retrieve all invoices directly from within the Administration module. Th...

  • Nominate Key Contact

    This article covers: Nominate key contact Change key contact Nominate Key Contact PPO regularly sends out important communications to users to alert them of new functionalities, planned maintenance, version upgrades and tips and tricks. In...

  • Public Holidays

    This article covers: Public holidays Adding a public holiday Deleting a public holiday Public holidays PPO allows for the storing of public holidays to ensure that these days are taken into account when planning is done and resources booked. Pub...

  • Subscription Management

    This article covers: Change number of subscriptions Terminate subscriptions Additional Considerations Subscriptions are managed from within the Administration module of PPO. Users who have access to manage subscriptions will see the Subscr...

  • System Configuration

    This article covers: Client / contact information Planning settings Time entry settings Other settings Home page settings Security settings Technical settings The System Configuration settings provides control over some core functions of PPO. Th...

  • Update Logo

    This article covers: Update logo Browser refresh required Update logo The logo that appears in the top left hand corner of each client’s PPO instance and on reports and dashboards can be changed from the Administration menu item in PPO.If ...

  • User Groups

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

  • Users

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