Clarity

  • 1.  Clarity PPM Budget Plan Approved By

    Broadcom Employee
    Posted Feb 02, 2016 10:01 AM

    Clarity PPM 14.2 patch 4.

     

    I have a setup where a process is triggered when a Cost Plan is submitted.

    This process sends out Action Items. If/when one of the Action Items are approved, the process moves forward and approves the Budget Plan.

     

    Ususall you can assume that the user resigstered as last updated by was also the approver of the Budget.

    This assumption is invalid when a process approves the budget.

    The process changes the state to "approved" using the INITIATOR of the process.

    This is not very convenient for auditing purposes.

     

    This process uses system actions to change the status of the Budget Plan.

    We could use XOG, but it becomes a little too complicated to just change the status and it also seems you cannot set last updated by with the Budget Plan XOG.

     

    So can it really be that there is no "approved by" functionality on budgets?

    And does this really have to be so complicated that i need to get the approver from the DB, looking up who responded what to which AI's ?



  • 2.  Re: Clarity PPM Budget Plan Approved By

    Broadcom Employee
    Posted Feb 18, 2016 04:54 AM

    Anyone ?

    Hello ello ello llo o o....



  • 3.  Re: Clarity PPM Budget Plan Approved By

    Posted Feb 18, 2016 05:13 AM

    Similar to what has been described here. Better the requirement to the idea:

     

    Idea object: Populate Approved By field with Approver, not the process initiator

     

    NJ



  • 4.  Re: Clarity PPM Budget Plan Approved By

    Posted Feb 18, 2016 05:40 AM

    Hi Lennart,

     

    In a way the field Last Updated By is working as normal as the Approver is not making any changes to the Budget Plan directly and is just Approving it through an Action Item.

     

    I would suggest you to update the custom script in your process to modify the field Last Updated By to be equal to the Approver of the Budget Plan when the Budget Plan gets Approved, if possible. In case if direct field updates are not possible or not supported by your client, I would create a custom field Last Updated By 1 within the object and move all the previous resources from the field Last Updated By including the Approver of the Budget Plan to it and so on.

     

    Slightly complicated, but, may work for you!

     

    Suhail.



  • 5.  Re: Clarity PPM Budget Plan Approved By

    Broadcom Employee
    Posted Feb 22, 2016 05:15 AM

    The AI is sent to multiple potential approvers.

    The budget is apprvoed when just one of the AI receivers approves.

    So we also need to figure out who it actually was that approved, so we cannot just C/P the name from [budget_approver] field on the project object.

     

    So we need to build a query that fetches the AI responses from DB and look up the name/id of the responder of the approved AI.

    Then probably XOG into custom "approved by" field.

     

    Do you by any chance know if this can be done - just before i start spending too much time on it.

     

    Thanks.



  • 6.  Re: Clarity PPM Budget Plan Approved By

    Posted Feb 22, 2016 05:35 AM

    The value of the actual Budget Plan Approver should be stored within the field budget_approver/approved_by (regardless of the list of Approver's the AI goes to). The best approach should be go to the Cost Plan object, look for the field budget_approver/approved_by and search for the Database Table as well as the Database Column associated with it. Then write a SQL Query that will, for example, update the value of the custom attribute (Last Updated By 1) with the last value of the field budget_approver/approved_by. You can use this SQL Query within the custom Gel Script in a Process.

     

    Hope this helps you to get started!

     

    Suhail.



  • 7.  Re: Clarity PPM Budget Plan Approved By

    Broadcom Employee
    Posted Feb 22, 2016 06:29 AM

    There is no "approved by" field on the Cost Plan object.

    That is kind of the essence of the problem.

    Up until now we have been able to determine the approver by looking af the "last updated by" field.

    But now we approve budget via a process.

    If there was an "approved by" field, we would just show that instead.



  • 8.  Re: Clarity PPM Budget Plan Approved By



  • 9.  Re: Clarity PPM Budget Plan Approved By

    Posted Feb 22, 2016 06:52 AM


  • 10.  Re: Clarity PPM Budget Plan Approved By

    Posted Feb 22, 2016 06:57 AM

    I actually worked on such a requirement in the past, but, the only thing I can recall is that the AI was approved through xog. So, instead of the normal Approve/Reject values present within the AI, these values were replaced with some xog values - Approve/Reject. Thus, when the Budget Plan Approver approves or rejects the Budget Plan through the AI on the UI, it will store the value of the Approver/Disapprover either within the oob field Last Updated By or within the custom field Last Updated By 1. This may require you to design a custom gel script with the xog values within it.

     

    You can also check on the links given in the above replies.

     

    Suhail.