Clarity

Hello,

If i want to add one button named "Create Lessons Learned" inside Project/Issue to create one associated lessons learned for this project, how can i do? Thank you!

Hi Jefferson,

Thats not possible, because we don't have configuration in PPM to add button. Also I guess you want o capture lesson learned, and you can either have text box or create a sub object under Project and you can add attributes to capture the same.

Regards

Suman Pramanik 

Thx Suman for your quick reply here!

I am leading a lessons learned process optimization and thinking what are the triggers to a lessons learned associated project inside CAPPM, they will possibly be

a. issue

b. risk

c. change request

d. ...etc

That's why i am thinking that will be cool if we can associate lessons learned with issue/risk/change log inside project.

Anyway, people can just make it by manual.

br

jefferson

Risk is a sub object of Project and only way you can go is to go to risk tab and update. 

Regards

Suman Pramanik 

Hi, Stefano

Thank you for your idea here! Is there any off-the-shelf sample inside CAPPM/Project then i can follow it to make the links i want.

Furthermore, how to set up the URL content by which that can be routed to the project you are staying for lessons learned?

Thank you!

br

jefferson

Hi, Stefano

It is quite close to what i want.

But i don't know the following step you mentioned. Thank you!

"Define and run, at project creation, a process that modifies the value of the URL, change the #PROJECTID# with the correct id."

ooh, Stefano, the "you have to do with a process" is a manual process or can be done by automatically with project creation?

When the project (or youR masterobject is created) you need to put the right object internal id in the url attribute and you have to do with a process.

Hi Jefferson,

Probably easiest way is through a custom process, i.e. it literally copies and maps the data through to a lesson learned object instance.

You can decide the circumstances when this "Button" becomes available in the UI through the "show any value" technique. Clicking it starts the process and with some of the "magic" i have documented the UX would be very slick.

That's a half day sort of job, if you need an estimate.

As for adding buttons directly into the navigation, with a customisation that's possible but I'd steer clear of that if you can!

I think instead of button, how about using 'Actions'(to trigger process) in Clarity? 

That works for sure, Maybe i'll show in time how to make fancy buttons through attributes

It sounds cool and i am waiting for the magic as you mentioned. thank you!

1. You can create a sub object of project to hold all the lessons learned for that project

2. You can then create links to this object from the Risk, Issue or Change Request objects.

3. Create an action menu link on RIsk, Issue and Change Request Object which the user can use to easily

navigate to the Lessons Learned sub object list, from where he can create the lessons learned.

Creating buttons is a customization and is not a supported solution and you know the problems with upgrade with customization. Using the out of the box capabilities and yet creating a better user experience is recommended for this.

Hope this helps.

HI, Balaji

1. what's the meaning of you can create a sub object of project to hold all the lessons learned for that project? Is it mean i create an attribute under "project" object or else?

2. How to make a "Go to Lessons Learned" under Actions menu of "Risk"?  I want the link can be directed to the lesson learns under this project.

Thank you!

1. I meant a custom object that is a sub object of project. May be there is also an out of the box object that comes with the PMO which already covers this.You may want to check that first, so you can use that instead.

2. 3 Steps

(a) Create a Link under Object -> Risk => LInking Tab

(b) Create a new Action under Object -> Risk => Action Tab, with the type as "Internal Link" using the link that you created. 

(c) Configure the Action on the view by going to Object -> Risk -> Views tab -> Risk Properties -> Actions link.. Change the layout and add this new action menu.

Thank you Balaji! Now i can create the link to go to project's lesson learn list under action menu of risk, change log, issue.

The last thing i missed here is to create the link to go to project's collaboration->Action item list.

During creating a link , i didn't find any action related to project->collaboration->action item list at all.

How could i do? thank you!

I would keep this much simpler:

• Create a "Lessons Learned" checkbox on risk, issue and change request objects
• If instance is "Lesson Learned," something that needs to be passed on, check the box
• If something is learned that isn't already a risk, issue or change request, create it as an issue and mark the "Lessons Learned" checkbox
• Review lessons learned in real-time, in project reviews
  •  containment:  are there any other inflight projects that need to have the learned lesson applied immediately?  Yes?  Go do it!   
  • permanent fix:  create a project which will change whatever needs changing - design, tech and/or test specs, training docs, simulators

This can be done with no changes to CA PPM, no custom objects or sub-objects, no re-tasking of any out of the box objects/sub-objects.  And, when the New UX is launched, it will still work.

One may have other requirements: 

• Recording Lesson Learned project decision (Approved to become Project or Rejected)
• Bi-directional traceability between Lesson Learned risk/issue/cr and project 
• Generation new LL project from risk/issue/cr

I won't detail how to solve these last 3 requirements - others have already started to and there are out of the box example solutions for each of these, too, that one can copy from (e.g. on a risk, create an issue, on issue, see "Originating Risk" hyperlink), with discussions elsewhere in this community site on how to replicate this.

Main point is this:  Lessons learned drive change.  The effort to make the change is a project.  When completed, teams will be using the lessons learned, not searching for them.

Dale, thx for the point-out and will consider that thoughts.

br

jefferson

There is an OOTB Lessons Learned object and portlets in the PMBOK add-in. You can load this by opening a Support ticket and have the On Demand team do the add-in installation.

After you have it loaded, you can create an Action link to the Lessons Learned object to create a new Lessons Learned as mentioned above.