Clarity

  • 1.  Set Project financial status to 'Open' on converted projects

    Posted Nov 14, 2017 08:01 AM

    Hi All,

     

    We need to convert ideas to projects but have the financial status set to 'open'.

    I have tried all of the methods given n the communities like setting the default, doing a override but have not been able to achieve the desired results.

     

    I tried another method given on one of the threads of creating the converted project using the 'project from template' option. What is happening on my system is that the field is still set to 'Hold' but is editable now.

     

    Financial status on the project created from an idea using 'project from template' option:

    Financial status on the template:

     

    Appreciate any help on the same.

     

    Thanks  in advance,

    Meenakshi V



  • 2.  Re: Set Project financial status to 'Open' on converted projects

    Broadcom Employee
    Posted Nov 14, 2017 02:27 PM

    Hi!  Are you using a template in the project creation?  What version of PPM?



  • 3.  Re: Set Project financial status to 'Open' on converted projects

    Posted Nov 14, 2017 11:57 PM
      |   view attached

    Hi,

     

    Yes I am using a project template. And the version is 14.3.

     

    I tried the template solution based on the below thread.

     

    https://communities.ca.com/thread/241776159-convert-an-idea-to-project-but-have-financial-status-default-to-open#comments

     

     

    Regards,

    Meenakshi V

    Assistant Manager – CA PPM

    Mylan Pharmaceuticals Private Limited,

    No. 32/1 & 2, 34/1 to 4, 7th to 12th Floor,

    10TH Floor, Prestige Platina, Block 3,

    Kadubesanahalli Village, Varthur Hobli,

    Outer Ring Road, Bangalore East Taluk,

    Bengaluru – 560 087

    Mobile:  +91-7259917450

     

     



  • 4.  Re: Set Project financial status to 'Open' on converted projects

    Broadcom Employee
    Posted Nov 16, 2017 02:56 AM

    Hi 

     

    If you create a project from template, the financial status is set to "Hold" because I believe that the default value for financial status is applied.

     

    Regards,

    Tomomichi



  • 5.  Re: Set Project financial status to 'Open' on converted projects

    Posted Nov 16, 2017 03:46 AM
      |   view attached

    Hi Tomomichi,

     

    I agree that can happen, but in my case the template has the status set to ‘Open’.

     

     

    Regards,

    Meenakshi V

    Assistant Manager – CA PPM

    Mylan Pharmaceuticals Private Limited,

    No. 32/1 & 2, 34/1 to 4, 7th to 12th Floor,

    10TH Floor, Prestige Platina, Block 3,

    Kadubesanahalli Village, Varthur Hobli,

    Outer Ring Road, Bangalore East Taluk,

    Bengaluru – 560 087

    Mobile:  +91-7259917450

     

     



  • 6.  Re: Set Project financial status to 'Open' on converted projects

    Broadcom Employee
    Posted Nov 16, 2017 11:15 PM

    Hi Meenakshi,

     

    Even if the template has the status set to ‘Open’, then the financial status is set to "Hold" as default value.

    You can see the same behavior on "Progress" on project properties and the Progress is set to "Not Started" as a default.

    I believe that this is worked as designed.

     

    For any other field like the user defined object or , the same value in template is set.

     

    Best Regards,

    Tomomichi

     



  • 7.  Re: Set Project financial status to 'Open' on converted projects
    Best Answer

    Posted Nov 21, 2017 02:12 AM

    Hi,

     

    We finally implemented this through a process. Whatever we set the default value on the financial status for Ideas, the value gets set 'Hold' due to system settings. So when a project is converted from an idea and when we check the copy financial settings, we get the status that is on the ideas (i.e hold) either we use a template or not. 

     

    Regards,

    Meenakshi V



  • 8.  Re: Set Project financial status to 'Open' on converted projects

    Broadcom Employee
    Posted Nov 24, 2017 01:09 AM

    Hi Meenakshi,

     

    I am glad to hear that you implemented the process.

     

    If you resolve this, can you check for 'Mark as Resolved" ?

     

    Regards,

    Tomomichi