How do you compare two lists of contacts to find missing records?


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.]

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IV97332: Capital project locations are not displaying on GIS map


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.]

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IV97245: Gantt section not keeping the associated report sort order


In a Gantt section, the section is not honoring the associated report sort order.

The issue was caused by the dynamic ordering that was implemented by the project tasks’ internal tree set. The BO query comparison was performed by using the string form of the columns. Moving forward, we resolved an issue where the default Gantt sort ordering, and the sort ordering immediately after importing an MPP project file, did not correctly order by the sequence ID based on the Gantt section query configuration.

[Admin: This post is related to the 06.14.17 post about task date issues when importing MS Project (MPP) files. To see other related posts, use the Gantt tag.]

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IV97243: “Apply Record” and “Apply Template” use current time stamps


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.]

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Why aren’t capital projects viewable by non-Admin users?


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.]

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How do you have a generic service plan for three organizations?


So I’m trying to figure out the best way to set this up. I have a service plan that has a facilities project template. In the facilities project template, I have three project tasks. In each of those project tasks, I have assigned a specific responsible organization by work group.

So my questions are: If I have three organizations that want to use this same service plan, but they want each of the project tasks to be specific to their responsible organization by work group, how can I just have one generic service plan to satisfy all three organizations? Is there any method to accomplish this requirement in TRIRIGA?

[Updated 06.23.17]

Alright, after some research, I found out the best way to have a generic request class, service plan, facilities project template, and project tasks is by setting up a service agreement for each service provider. And within each service agreement, by creating a service assignment matrix (SAM) for all the possible combinations of request class, customer organization, and location or geography.

Secondly, in the service plan, set the project and task assignment rule to “Auto-Assign to Service Provider”. This will ensure that the workflow fires to check for associated SAM matching records to set the responsible organization for the facilities project record, and the project tasks.

If possible, I would request for a service assignment matrix (SAM) order of precedence and process flow, because it is really confusing functionality. I had to basically deconstruct the workflow to understand which values were being retrieved by the request class, service plan, service agreement, and SAM. Does anyone else have thoughts on the SAM? And tips on how best to maintain it?

[Admin: This post is related to the 11.10.16 post about updating your existing service matrix records, the 09.02.16 post about clarifying how service matrix records are generated, and the 12.11.15 post about finding the process flow diagrams.]

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