Does anyone have experience in project integration (data transfer) from an external existing project through any IBM TRIRIGA integration module? Our templates and mapping have been identified, but the question is about reproducing the overall standard when a project is created. This seems hard. In order to have this project consistent in TRIRIGA, we think that we need to be consistent with the following:
- Project and direct associations with business objects in perimeter
- Associated purchase orders
- Budget and their associated cost codes
- Financial data and their associated computation
Any help and experience would be great, even if the answer is it’s too hard.
Without detailed knowledge on the user’s part, such as a fundamental knowledge of all of the application functionality, it would really be best to engage IBM Services to implement this integration. It’s not impossible, but it really would need a lot of care.
[Admin: To see other related posts, use the Integration tag.]
By default, the “Company|Project” toggle switcher allows switching to a capital project. Is it possible to switch to a facility project?
No. The facility project was not created with the same structure as the capital project. So the silo behavior that is associated to the capital project is not provided for facility project. But it would be possible to create a custom solution to do so. Or if you would like to see this sort of behavior in the as-shipped application, you might enter an RFE to request that enhancement.
[Admin: This post is related to the 02.13.17 post about project context. To see other related posts, use the Project Context tag or “capital project” search phrase.]
In the Procurement tab of the Capital Project form, we have a section that allows a user to add some purchase orders. An “Add” action exist in this section. If the user selects this action, the Purchase Order form is loaded automatically on the screen and the user can fill the values for all of the fields. Our business requirement is to not load the Purchase Order form if no contacts exist (with a particular role) in the Contact tab of the Capital Project form. How can we do this?
One option is to hide the “Add” action by default, and then use a Modify Metadata task to show the Add action after a contact has been added. You would also need to run a Modify Metadata task to hide the Add action if all of the contacts were removed.
[Admin: This post is related to the 12.06.15 post about using a workflow (and Modify Metadata task) to change to a different form.]
I would like to know if there is a way to compare two lists of triContactRole records and find the records that are not in both lists. The case is as follows: (1) One list of triContactRole records is associated to the triCapitalProject object. (2) The other list of records is associated to the triPurchaseOrder object. (3) So I would like to copy the triContactRole records from capital project to purchase order, but only those that do not already exist in purchase order. Is there any way to do that?
One way might be to have a workflow where a Query task grabs all of the resulting contact role records associated to the capital project record. Then have an Iterator (Iter) task that goes through each of those records. Within the Iter, you can have another Query task grabbing the contact role records of the purchase order record using the Iter record as a filter. Then have a Switch task that says if the result count of the second Query task = 0, then create the contact role record for the purchase order record.
[Admin: To see other related posts, use the Iterator tag.]
In TRIRIGA 10.5.1, if you navigate to Home > Projects, and have the “Projects – Projects Landing Page – Default” portal in place, the primary locations for any projects you have listed in the “My Active Projects” portal section are flagged in the “My Project Locations” portal section.
But in TRIRIGA 10.5.2, this does not happen. No project locations appear with a flag in the “My Project Locations” portal section. There appears to be a problem introduced between 10.5.1 and 10.5.2 due to a reverse association filter being removed.
The “Location – Navigation – GIS – Buildings, Structures, and Retail Locations – Project Manager Query” was configured with an incorrect forward association string, that prevented capital project locations from displaying on a GIS map. Moving forward, the Advanced tab > Geography Module > triCity Business Object association filter had its forward association string updated to “Geography Contains” from “Geography Belongs To”.
[Admin: To see other related posts, use the GIS tag.]
The “Apply Record” and “Apply Template” methods use current time stamps, instead of source-record time stamps when mapping to the created tasks.
We needed to make modifications to use a Query task to grab all associated tasks and task templates on the target record, and call two workflows against each to force updates to the Planned Start and Planned End dates within the context of their associated calendars. Moving forward, the application now correctly applies the task calendar hour restrictions to the tasks and task templates when using the “Apply Template” and “Apply Record” functionality with capital projects.
[Admin: To see other related posts, use the Templates tag or Calendar tag.]
We have some capital projects created, and they are viewable only when logged in as an Admin-level person. But as non-Admins, we are unable to view the projects. If we login as a non-Admin and click on the magnifying glass, a query comes where no projects are shown in searching for it. It’s no use whether I select company-level or project-level. Any clues on access? Or how a non-Admin can see the projects?
Were the non-Admin user groups added to the Security tab of the project?
[Admin: This post is related to the 02.13.17 post about project context and security. To see other related posts, use the Admin Group tag.]