What is the best way to deactivate 400 projects that are closed and have an approved finish date before 01/01/2014?
Can this be done using a just a process or do I need to use xog also?
When doing it through the CA Clarity PPM Application and if you've the necessary Access Rights, you can modify the Project Filter to include the 2 new fields i.e. Closed and Project Finish Date, which can be updated as per your requirements and then, all the list of 400 Projects could be selected to be made Inactive. I hope this works out for you.
I've modified the filter but it seems that I will still need to click on each project and update manually. I have included the active field in the filter but it doesn't allow me to update even though I have set it in properties to allow edits.
Pretty sure you could do that via a minimal XOG update - minimal being just the basic (i.e. minimum required) project fields and then status = inactive.
XOG out a project, remove all the "not required" fields from the XML, update the status to inactive and XOG it back in - does that all work OK, if so then you now know what the XML needs to look like to update 400 projects and you can create that by extracting the data from Clarity and reformtting it into XML "somehow" (at worst you could do this in Excel or a text editor)
If you want to do it manually you can increase the number of rows in the project list view to 50.
Then go to EDIT mode so that you can change the date and status in the list view. In v13.x there is no separate edit mode as it is always in edit mode.
If the XOG is chosen then rather than "XOG out a project, remove all the "not required" fields from the XML," which I think will be a pain
I should create a portel with the only required data, export to Excel, convert to XML (one way or another) and XOG than in.
Just to clarify ; by "XOG out a project, remove all the "not required" fields from the XML," I was really meaning do this once, for one project, just to get the format of the minimal-required data (which I don't recall off hand) - that probably wasn't clear in my response. As for creating a portlet - probably could just configure the project list view to do that?
After that "convert to XML (one way or another) " - we are saying the same thing and that could be a bit fiddly if you are not used to manipulating XML files (one way or another)!
Also re "Then go to EDIT mode so that you can change the date and status in the list view. In v13.x there is no separate edit mode as it is always in edit mode" - I think the point is that this doesn't work in v13 for the Active field (which is what we want to update, not the date or status) - at least it didn't work for me when I quickly tried and when Trina said "..but it doesn't allow me to update even though I have set it in properties to allow edits" I was reading that as being the same?
My faint recollection is that you only need the name and ID and all the section tags.
Yes the list view migth be the simplest portlet.
Regarding editing the the Active field in the list view of v13.x there seems to be no problem if you get into the edit mode
but don't ask me how to get into edit mode. When I selected the Finish date field in above and pressed Tab the cursor moves to the next editable field which was not the Active field.
^ OK that screen shot was what i could not get to work in my local install, but now I can (I had just not ticked the 'Allow Editting' option in the Field - d'oh!) - so YES you could configure that list screen just to show you the Active field - filter the list for the required projects then just tab through the fields quickly updating each.
thanks for all your replies.
I'm editing the xml file at the minute but its taking quite a while.
Looking at the other option of updating in the application, the active field is now appearing as editable for some projects and not others. We are on v12.1.1.
Just wondering if this is the reason why it is not editable for some projects:
If that is the case XOGin should not go any better.
Retrieving data ...