Deleting Resource with no actuals booked on the project from Team tab

Document created by navzjoshi00 Champion on Sep 30, 2015
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There are 2 resources on the team tab of the project without any actuals.

 

Suppose, one of the resources needs to be removed, e.g. Allis, Jarirs

 

We first read out the project data using the prj_projects_read.xml file –

 

<?xml version="1.0" encoding="UTF-8"?>

<NikuDataBusxmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">

<Header version="6.0.11" action="read" objectType="project" externalSource="NIKU">

<!-- you change the order by simply swap 1 and 2 number in the name attribute -->

<args name="order_by_1" value="name"/>

<args name="order_by_2" value="projectID"/>

<args name="include_tasks" value="false"/>

<args name="include_dependencies" value="false"/>

<args name="include_subprojects" value="false"/>

<args name="include_resources" value="true"/>

<args name="include_baselines" value="false"/>

<args name="include_allocations" value="false"/>

<args name="include_estimates" value="false"/>

<args name="include_actuals" value="false"/>

<args name="include_custom" value="false"/>

<args name="include_burdening" value="false"/>

</Header>

<Query>

<Filter name="projectID" criteria="EQUALS">PRJ00262</Filter>

</Query>

</NikuDataBus>

 

 

Output of the read file:

<NikuDataBusxmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_project.xsd">

<Header action="write" externalSource="NIKU" objectType="project" version="14.2.0.237"/>

<Projects>

<Project active="true" allowAssignedTasksOnly="0" approved="true" approvedForBilling="1" assgnPool="0" billingCurrencyCode="USD"billingType="S" budgetCostFinish="2016-09-29T17:00:00"

budgetCostStart="2015-09-29T00:00:00" calculateFinancialMetrics="true" closed="false" costType="OPERATING" currencyISOcode="USD" entityCode="CGUC"

equipmentExchageRateType="AVERAGE" evCalcMethod="0" expenseExchageRateType="AVERAGE" financialStatus="H" finish="2016-09-29T17:00:00" format="0"

investmentDefinedReinvestmentRate="0" investmentDefinedTotalCostOfCapital="0" laborExchageRateType="AVERAGE" lastUpdatedBy="NJ" lastUpdatedDate="2015-09-29T23:34:15"

managerResourceID="nJoshi" materialExchageRateType="AVERAGE" name="NJ - Test - 093015" openForTimeEntry="true" pageLayoutCode="projmgr.projectPageFrame" percentCalcMode="0"

percentComplete="0" plannedCostFinish="2016-09-29T17:00:00" plannedCostStart="2015-09-29T00:00:00" priority="10" progress="1" projectID="PRJ00262" requiredForScenarios="false"

setBudgetValuesEqualToPlannedValues="true" start="2015-09-29T08:00:00" status="1" syncInvestmentAndBudgetDates="true" template="false" trackMode="2"

useSystemDefinedReinvestmentRate="true" useSystemDefinedTotalCostOfCapital="true">

<Resources>

<Resource availFrom="2015-09-29T08:00:00" availTo="2016-09-29T17:00:00" bookingStatus="5" capitalPercentage="0" defaultAllocation="1" isProjectManager="false" lastUpdatedBy="NJ"

lastUpdatedDate="2015-09-29T23:36:39" openForTimeEntry="true" projectRoleID="A CGUC MEMBER" resourceID="JS">

<SkillAssocs/>

</Resource>

<Resource availFrom="2015-09-29T08:00:00" availTo="2016-09-29T17:00:00" bookingStatus="5" capitalPercentage="0" defaultAllocation="0.741445" isProjectManager="false" lastUpdatedBy="NJ"

lastUpdatedDate="2015-09-29T23:36:40" openForTimeEntry="true" resourceID="sArndt">

<SkillAssocs/>

</Resource>

</Resources>

<Allocations/>

<scenarioDependencies/>

<InvestmentAssociations>

<Allocations/>

<Hierarchies/>

</InvestmentAssociations>

<General addedBy="nJoshi" addedDate="2015-09-29"/>

<OBSAssocs complete="false">

<OBSAssoc id="cguc_fnancial_department" name="CGUC Financial Department" unitPath="/00000000 (Default)"/>

<OBSAssoc id="cguc_investment_hierarchy" name="CGUC Investment Hierarchy" unitPath="/All/Project"/>

</OBSAssocs>

</Project>

</Projects>

</NikuDataBus>

 

 

 

From the above output, we will change, and use the output as the input –

 

<Resource availFrom="2015-09-29T08:00:00" availTo="2016-09-29T17:00:00" bookingStatus="5" capitalPercentage="0" defaultAllocation="1" isProjectManager="false" lastUpdatedBy="NJ" lastUpdatedDate="2015-09-29T23:36:39" openForTimeEntry="true" projectRoleID="A CGUC MEMBER" resourceID="JS">

<SkillAssocs/>

</Resource>

 

To

 

<Resource delete = “true” availFrom="2015-09-29T08:00:00" availTo="2016-09-29T17:00:00" bookingStatus="5" capitalPercentage="0" defaultAllocation="1" isProjectManager="false"

lastUpdatedBy="NJ" lastUpdatedDate="2015-09-29T23:36:39" openForTimeEntry="true" projectRoleID="A CGUC MEMBER" resourceID="JS">

<SkillAssocs/>

</Resource>

 

NOTE: We have included delete = “true” to the <Resource> tag

 

<XOGOutputxmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"xsi:noNamespaceSchemaLocation="../xsd/status.xsd">

<Object type="project"/>

<Status elapsedTime="4.787 seconds" state="SUCCESS"/>

<Statistics failureRecords="0" insertedRecords="0" totalNumberOfRecords="1"updatedRecords="1"/>

<Records/>

</XOGOutput>

 

Refresh the page by clicking on the Refresh button, as highlighted below –

 

The desired resource is removed from the team tab –

 

 

NJ

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