Why is a cost code path corrupted when applying a template?

We have an issue where sometimes after applying a cost code template to a project, the hierarchy path will not be complete. It will be missing all of the parent path and only shows the name. This issue is only visible in the app by viewing the System Path field inside the form or by using a SQL query, because the system path in the T_TRICOSTCODE table is correct, but the object path field in the IBS_SPEC table is the one that’s not complete. The issue does not have much consequence unless you are using the rollup fields, in which case the corrupt cost code path will cause a posted transaction to fail.

If there are customers who use cost codes heavily, you can try running the following SQL, and if you get any results back, then that means the issue is present at some level in your environment. It is not necessary that you use the Apply Template to create your cost codes, as I have heard of others having the issue where their cost codes are created via an integration. This SQL is for Oracle and may need a tweak for SQL Server. If any customers can run this, and see if they have the issue, it may help us identify how it happens.

select tripathsy, triprojectnamesy, OBJECT_PATH from t_tricostcode T1, IBS_SPEC T2 where T1.spec_id in (select spec_id from ibs_Spec where type_name = ‘triCostCode’ and object_path not like ‘%\Cost Code%’) AND T1.spec_id = T2.spec_id and tripathsy like ‘%\Cost Code%’

[Admin: To see other related posts, use the Cost Code tag or Templates tag.]

Continue reading

IV97475: Source user template replaces destination user template

The user template of the source environment replaces the user template of the destination environment of the same person record after an OM import. In TRIRIGA 3.5.2, when a triPeople user template is migrated from one environment to another, if a user’s people record is associated with the string “Applied Template” in the source environment, the most-recently applied template will be applied to same user’s people record in the target environment.

For example, user James Sullivan has a Project Team Member template applied in the test environment. In the CERT environment, user James Sullivan has a Facilities Manager template applied. But when the Project Team template is migrated to the CERT environment, the template is applied (instead of the Facilities Manager template) to James Sullivan’s people record.

This is working as designed. The root of the issue is that when an OM that has a people template is imported from the source environment to the target environment, and when the published name of the user profile record is the same in both the source and target environments, it will NOT replace, but create additional associations from source to target. All of these associations can be seen in the Associations tab of the user record. However, the form will show that latest template that was applied.

[Admin: To see other related posts, use the Templates tag.]

Continue reading

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.]

Continue reading

Why isn’t asynchronous workflow triggered when event starts?

We are scheduling an event with the current time, and associating it to one of the template records. In the same module, we have created a asynchronous workflow at the SCHEVENTSTART event. But once the event starts, the asynchronous workflow is not being triggered. Does anyone have any advice about this?

[Admin: To see other related posts, use the Events tag.]

Continue reading

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.]

Continue reading

IV94038: Copied template is saved but does not display changed name

After changing the name and copying a template, the name change is saved in the database for the copied template. However, it displays a “Copy of” the original name. In other words, the name stored in the database is different from what is being displayed in the TRIRIGA interface. So when you copy a template, it fetches a different name from the database and concatenates “Copy of” with that name. This seems incorrect from the front end.

Moving forward, we fixed an issue where the capital project template name was modified and then copied, but the copied template was not created with the modified name. This happens only for non-US English users only.

[Admin: To see other related posts, use the Templates tag.]

Continue reading

What is the best practice for migrating project templates?

Our client is asking for the proper way to migrate project templates (the project itself, tasks, dependencies, roles) between instances. Object migration (they use TRIRIGA 3.4.1) doesn’t move (template) associations, so as a result, all records are created separately. Can I ask your recommendation on a right way to do it?

Continue reading

Why aren’t the group permissions to apply a template working?

I’m attempting to give one of our groups permissions to apply a RE Transaction Plan template and it isn’t working.

I’ve given them “Read, Update, Create and Delete” on the triRETransactionPlan template and all actions under the “Application Access” and “Form Action Access”. They also have full access to the triRETransactionPlan and full permissions to the “Application Access” and “Form Action Access”. Everything under both of those folders are set to “Inherited from Parent”. What am I missing?

They were given permissions to the template, but not the triActionForm. It is necessary to grant access in the business object triActionForm so that they could access the template popup. Give permissions to the triActionForm.

Continue reading

Why are associations reappearing after the Cleanup Agent runs?

We are experiencing an issue where associations seem to be recreated after the Cleanup Agent has run, and I wondered if anyone else had experienced this before?

On a Capital Project template, we have associated some Work Task and Schedule Task templates, and these are successfully showing up in the query section on the Schedule tab of the Capital Project template. We have a Remove action on the query section, which, when we select a Task template and click remove it, de-associates the record from the Capital Project template. We have verified that the associations are deleted and the record disappears from the query section. However, after the Cleanup Agent runs, these removed task templates are reappearing in the query section of the Capital Project template and the associations have been recreated.

Is anyone aware of this behaviour, or of something in the Cleanup Agent that might be recreating these associations? If so, is there a way around it as users are starting to complain that records they have removed are showing back up again?

Continue reading