I am able to login to IBM TRIRIGA home with the default user name “system” and password “admin”. I would like to add a new user so that others can work on this application. But I am not able to figure out how to add a new user. I tried with the menu options: Portfolio > People, and Portfolio > Portfolio Set Up. But I am not getting any “user details” form to create an account. Can you help me out?
You are close. You just have one more click to go! :-) Once you are logged in as the system user, navigate to Portfolio > People as you listed above and then choose what type of user you want to add: Consultant, Employee, or External User. When you are in one of the following screens, you can add a user:
- [Home] > Portfolio > People > Consultants
- [Home] > Portfolio > People > Employees
- [Home] > Portfolio > People > External User
[Admin: This post is related to the 02.06.17 post about the quickest way to create 1000 native users. To see other related posts, use the People tag.]
Let’s review the six major enhancements for advanced lease accounting…
- 1. Period end close capabilities. TRIRIGA 10.5.3 delivers “Advanced Lease Accounting Period Close” which ensures that no additional journal entries can be posted for that closed period…
- 2. Enhanced segregation of duties. With IBM TRIRIGA 10.5.3, the roles and responsibilities of Lease Accountant and Lease Administrator have been clearly delineated…
- 3. Streamlined modification processing. A revised process for recording lease modifications has been introduced in this version which supports FASB/IFRS compliance and creates a single process flow for all modifications…
- 4. Disclosure requirements templates (quantitative metrics). IBM TRIRIGA 10.5.3 comes pre-loaded with a variety of OOB report templates which support FASB/IASB lease accounting compliance…
- 5. Journal Entry Configuration Framework. With capabilities to generate Journal Entries for ASC 840 and ASC 842 under US-GAAP, as well as for IAS 17 and IFRS 16, IBM TRIRIGA 10.5.3 practically transforms the Real Estate Manager module into a sub-ledger system for Real Estate and Asset Lease Accounting…
- 6. Simplified ERP Integration (Data Transfer Object). IBM TRIRIGA 10.5.3 simplifies the process of transferring the lease accounting data into your ERP system by creating a Data Transfer Object (DTO) file that loads into the ERP General Ledger…
[Admin: To see other related posts, use the ValuD tag.]
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.]
What are the IBM TRIRIGA “Fundamentals” security groups used for? After upgrading and checking the available security groups, we see new ones with “Fundamentals” in the names. We want to know what they are for. For example:
- TRIRIGA Application Administrator – Fundamentals
- TRIRIGA Application Builder – Fundamentals
- TRIRIGA CAD User – Fundamentals
- TRIRIGA Contact Center Agent – Fundamentals
The Fundamentals are groups added as a simplified subset of the original groups. They are tied to user roles which attempt to only show the fundamentally required information on the portals and menus for these roles (in some cases, the standard roles may overwhelm users with the amount of information you see).
[Admin: The same question is also posted in the main Application Platform forum.]
Organizational changes are quite common… Let’s say the sales department moves from one business unit to another in an organizational shuffle. What happens to those notifications and approvals associated with the sales department? What if there are hundreds of records assigned to a contact role in that department?
It is critical that the organization’s facilities software reflects this new organizational structure. This means that associated sales resources (like people, assets, etc.) will need to reflect the organizational hierarchy of the new business unit. Making these changes can be cumbersome and some of the records might get missed.
IBM TRIRIGA allows you to accomplish these tasks easily and effectively. Expert TRIRIGA knowledge is not needed. A basic understanding of Microsoft Office products is all it takes for your administrator to perform these tasks in the TRIRIGA system. Take a look at our “clip-tip” below to learn how…
To know more on how you can do similar tasks with IBM TRIRIGA, enroll in ValuD’s IBM TRIRIGA Portfolio Administration course. This one-day training course will give you an overview on the application of data templates, TRIRIGA security, TRIRIGA licensing, and an introduction to approvals and document manager.
This course is one of our most-highly sought-after courses and helps serve as a foundation for students to learn the capabilities and limitations of the system. We are offering this class either virtually, on site at your location, or at our training center in Dallas. To learn more, please email firstname.lastname@example.org.
[Admin: This post is related to the 09.27.16 post about the ValuD training catalog, and the 07.05.16 post about ValuD training for facilities management.]
Open a Notification Requirements record. In the Notify Person section, add a person. Open it, set it to role, then close out (X) of the browser. Then open the record back up, and the fields are out-of-sync with the selection.