IV88631: Funding allocations to multiple capital projects

Create two capital projects with identical names. Add those two projects to the program. Add funding for the first project from the fund that you created on the program. Add funding to the second project, from the same funding source.

Open the first project again, and you will see the funding you just added to Project 2 is also on Project 1. It does not create duplicate allocation records, but instead, associates the allocation to both projects, causing it to appear in both Project Fund Allocation sections.

[Admin: The same article is also posted in the IBM Support Portal as a technote.]

Continue reading

How do you configure highly customizable notifications?

We have a customer who has a requirement for a highly customizable set of notifications within TRIRIGA. I have listed the requirements below, but I wonder if anyone has done anything similar before for other customers? Or if you have any ideas how some of these requirements could be achieved?

  • 1. The ability to dynamically select the parameters that will be used in the notification text from the record in question, rather than having to physically set this up via notification content records for each notification.
  • 2. The ability to select any piece of data as a parameter from the source record, or from any record associated to the source record, or records associated to the records associated to the source, etc. So, an example would be that if the work task is the source record, they would like to be able to include data from the project and program (and checklists). Again, without having to set up workflows for it.
  • 3. The ability to run reports and attach them as content to the notifications (for both native and BIRT reports). This can be either as an attachment (in Excel or PDF format) or as the content within the notification.
  • 4. The ability to set up a number of rules defining the notification triggers. These could be triggers on status changes, field changes (any possible attribute), or a combination of 2 or more of these. These rules would also vary from program to program, or project to project.
  • 5. While allowing all of the above, still retain the ability to set up some globally defined notifications.

[Admin: A similar question is posted in the Capital Project forum.]

Continue reading

IV87840: No way to select child projects using the project picker

If you go into the TRIRIGA project picker, child projects are not listed. As a result, there is no way to get into the context of a child project and manage it.

As a temporary fix, clear the child project’s “Project Name” value (a value seen in the System tab). The Project Container Context query was displaying only the parent project records and not the child projects. Moving forward, the issue has been resolved by changing the Data Scope of Project Container Context query to All Projects, in order to display both parent and child project records.

Continue reading

UX: How do you create a list that filters and shows one instance?

I am trying to display a list filtering by country’s name, but I want to display one country for each country I need. I have two ways of doing this.

  • One way has the list with one instance of each country, but does not filter when I type. I have associated this list with the building projects that are within each country so that it filters the projects by the country…
  • The second way of showing this list, filters the countries, but it shows duplicates of each country which is what I do not want. This way of filtering pulls from the query I created, and not the list from the previous example…

I need to have a list that functions with one instance of each country, and so that it filters the countries when I type. I just have no way to apply this to the code. Does anyone have any thoughts?

Continue reading

IV86141: Capital Project Manager license doesn’t give access to BO

The client has a IBM TRIRIGA Capital Project Manager license only. This license provides access to the Surveys business object ([triSurvey] triSurvey) and the Checklist Items business object ([triItem] triCheckListItem). But not the Survey Questions business object ([triItem] triSurveyQuestion).

To be able to use the surveys, the clients need a way to be able to view and add Survey Questions. Currently, they cannot. Is it an oversight that the [triItem] triSurveyQuestion business object access is not granted as a part of the IBM TRIRIGA Capital Project Manager license?

We needed to add [triItem] triSurveyQuestion to the Capital Project Manager license. Moving forward, the Capital Project Manager should now be able to create Survey Questions.

Continue reading