Clarity

Hi all.

  On create, we want to seed every Idea with a PM role allocated at 10%.

Here's a sample Xog that gets the PM Role on with the default allocation:

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_idea.xsd">
  <Header action="write" externalSource="NIKU" objectType="idea" version="8.0"/>
  <Ideas>
    <Idea name="Idea Test" objectID="Idea0007123" openForTimeEntry="0">
      <Allocations/>
      <scenarioDependencies/>
      <InvestmentResources>
        <Resource availFrom="2015-10-01T00:00:00" availTo="2016-01-01T00:00:00" bookingStatus="15" capitalPercentage="0" defaultAllocation="0.1"
          isProjectManager="false" openForTimeEntry="false" projectRoleID="csk.projectManager"
          resourceID="csk.projectManager" teamId="csk.projectManager">
          <AllocCurve/>
        </Resource>
      </InvestmentResources>
    </Idea>
  </Ideas>
</NikuDataBus>

Unfortunately this doesn't create the allocation hours to feed into Resource Planning which is the ultimate goal.

If I 'dirty' the Role Allocation by manually changing something in the UI then clicking Save - the allocation hours are created as desired. Below I changed Default Allocation to 11%, clicked save, then back to 10%.

When I Xog out the Idea to see what's changed there is nothing in the XML that I see that represents these hours.

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_idea.xsd">
  <Header action="write" externalSource="NIKU" objectType="idea" version="8.0"/>
  <Ideas>
    <Idea active="true" calculateFinancialMetrics="true" finish="2016-01-01T00:00:00" initiatorUserName="admin" investmentDefinedReinvestmentRate="0"
      investmentDefinedTotalCostOfCapital="0" lastUpdatedBy="admin" name="Idea Test" objectID="Idea0007123" openForTimeEntry="0"
      pageLayoutCode="pma.ideaFrame" progress="0" requiredForScenarios="false" setBudgetValuesEqualToPlannedValues="true" start="2015-10-01T00:00:00"
      status="0" syncInvestmentAndBudgetDates="false" trackMode="2" useSystemDefinedReinvestmentRate="true" useSystemDefinedTotalCostOfCapital="true">
      <Allocations/>
      <scenarioDependencies/>
      <InvestmentAssociations>
        <Allocations/>
        <Hierarchies/>
      </InvestmentAssociations>
      <InvestmentResources>
        <Resource availFrom="2015-10-01T00:00:00" availTo="2016-01-01T00:00:00" bookingStatus="5" capitalPercentage="0" defaultAllocation="0.1"
          isProjectManager="false" lastUpdatedBy="1" lastUpdatedDate="2015-09-15T13:43:10" openForTimeEntry="false" projectRoleID="csk.projectManager"
          resourceID="csk.projectManager" teamId="csk.projectManager">
          <AllocCurve/>
          <CustomInformation>
            <ColumnValue name="partition_code">NIKU.ROOT</ColumnValue>
          </CustomInformation>
        </Resource>
      </InvestmentResources>
      <InvestmentTasks/>
      <General addedBy="admin" addedDate="2015-09-15"/>
      <OBSAssocs complete="false">
        <OBSAssoc id="osuwmc_executing_obs" name="Executing Unit" unitPath="/OSUWMC/Health System/Shared Services/Information Services"/>
        <OBSAssoc id="osuwmc_request_obs" name="Requesting Unit" unitPath="/OSUWMC/Health System/Shared Services/Information Services"/>
      </OBSAssocs>
      <CustomInformation>
        <ColumnValue name="est_capital_currency">USD</ColumnValue>
        <ColumnValue name="est_operati_currency">USD</ColumnValue>
        <ColumnValue name="obj_fast_track">false</ColumnValue>
        <ColumnValue name="osu_project_class">osumc_project</ColumnValue>
        <ColumnValue name="osumc_have_funding">0</ColumnValue>
        <ColumnValue name="osumc_idea_stage">osumce_idea</ColumnValue>
        <ColumnValue name="osumc_recieved_date">2015-09-15T00:00:00</ColumnValue>
        <ColumnValue name="osumc_today">2015-09-15T00:00:00</ColumnValue>
        <ColumnValue name="partition_code">NIKU.ROOT</ColumnValue>
        <ColumnValue name="btm_integration">false</ColumnValue>
        <ColumnValue name="obj_work_status">REQUESTED</ColumnValue>
        <ColumnValue name="osuwmc_it_pmo_managd">false</ColumnValue>
      </CustomInformation>
    </Idea>
  </Ideas>
  <XOGOutput>
    <Object type="idea"/>
    <Status state="SUCCESS"/>
    <Statistics failureRecords="0" insertedRecords="0" totalNumberOfRecords="1" updatedRecords="0"/>
    <Records/>
  </XOGOutput>
</NikuDataBus>

How do I either 'force' this update that happens after I dirty something in the UI or how/where do I Xog in the hours?

Hi all. I believe when one makes the change directly in the UI all the database stuff that jobs such as the Time Slice and Investment Allocation jobs do is automagically executed, thus the 'real time' access to the summary and time varied allocation data on the team tab & in Resource Planning. When operating programatically, you'll need to wait for these jobs to run to see the summary & detail data.

It depends on the particular slice type too - I investigated heavily in the past about different slices and their behaviour (online vs job), but the specifics of it all escapes me now.

Thanks Dave - I thought I was losing my mind. I put about 3 hours into trying to understand the right job sequence to get the data to show and I never really saw it. Maybe it was late in the day too. Long story short for the next forum traveler - don't get too wrapped around the axle on getting the data to immediately show. The system will eventually get the data where it needs to be seen: Idea Team Tab, Portfolios, Resource Planning... everywhere except he Idea List!   How about that?

All: To fix this, please vote up the Idea Allocation Summary Data on Idea Object Data Providers.

The finish product of this original Requirements can be found here: Idea Seed.