Tasks

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If you don't use Microsoft Project and want to do duration-driven scheduling, you can use the Excel template linked at the bottom of this FAQ to create a task list and import this into PPO. Microsoft Project has some powerful features that make it...

PPO allows Tasks to be imported from Microsoft Project (MSP) or Microsoft Excel.  In certain cases, there is a need to map additional fields on the template that needs to be imported into PPO. Below are the steps to follow when introducing a new Y...

PPO allows for the capturing of baselines by making use of a Baseline Date field on the project entity, as well as two calculated fields on the tasks entity. Project Stakeholders can track the slippage of the project schedule through the Task Vari...

Step 1 - Implement Number1 Field Open your Microsoft Project (MSP) plan and implement a new column called: Number1. Once the column is added, right-click on the column heading and select the Custom Fields option.Click on the Formula button. Then...

Not everyone has access to Microsoft Project in order to create their project schedules. As an alternative, PPO supports imports using Microsoft Excel, Google Sheets, and Excel for Mac. For the above, you can follow this link to access and use the...

The answer is Yes. In situations where users don’t use MSP with PPO’s import functionality, PPO can be set up to calculate the duration of a task based on the planned start- and end dates of the task. Background: In Microsoft Project, the task dur...

PPO calculates the overall planned and actual progress percentages of your project. These calculations provide an accurate, calculated view of the advancement of a project without relying on the project managers to import their schedules on a regu...

PPO’s Resources entity maintains a pool of resources that is used by PPO users to allocate Issues, Risks, Tasks, and other related items. When Microsoft Project (MSP) is used for project planning and the project plan is then imported into PPO, res...

The Microsoft Project Add-In for PPO (MSP Add-In) is an add-in / plugin for Microsoft Project that allows you to update your MSP schedule based on information in PPO, e.g. you have updated your actual progress on the tasks in PPO and now want to s...

The MSP Add-in After the latest version of the MSP Add-in has been downloaded and installed (see this FAQ) follow these steps to update your MSP plan with information from PPO.It is important to note that the Update from PPO functionality will onl...

PPO does not overwrite project plans When a project plan is re-imported into PPO, PPO compares the information in its database with that provided by MSP and updates the Tasks accordingly. PPO does not overwrite the Tasks in the Tasks section, it f...

PPO's bi-directional integration with MSP allows for data to be transferred quickly and easily from MSP to PPO and back to MSP. However, as with any integration, there are some basic problems or errors that present themselves from time to time. Th...

This cannot be done in PPO. This is not a PPO shortcoming or lack of functionality but is based on the principle (best practice) of holding a single person responsible / accountable for a piece of work (whether it is a Task, Issue or Risk).Microso...

Step 1 - Implement a Phase Data FieldA new data field must be added to the Tasks entity as follows: Note: when the field is added the Field Type must be Custom List and must be linked to a custom list containing all the required Project Phases. S...