Clarity

CA-PPM Version : 14.3

I have to create a new project from an existing project (same resources, tasks, allocation etc).

I think, I have two options to accomplish

Option#1:  Set the existing project to 'Template' and create new project from the template

Option#2: XOG out the existing project and XOG In with the new project

I can't use option#1 as the existing project has posted actual

When I tried Option#2, XOG is pulling actuls hours from the existing project.  I have set the argument to false.  <args name="include_actuals" value="false"/>

Am I missing something?

Here is the OOTB project read XML :

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">
<Header version="6.0.11" action="read" objectType="project" externalSource="NIKU">
<!-- you change the order by simply swap 1 and 2 number in the name attribute -->
<args name="order_by_1" value="name"/>
<args name="order_by_2" value="projectID"/>
<args name="include_tasks" value="true"/>
<args name="include_dependencies" value="true"/>
<args name="include_subprojects" value="true"/>
<args name="include_resources" value="true"/>
<args name="include_baselines" value="false"/>
<args name="include_allocations" value="true"/>
<args name="include_estimates" value="true"/>
<args name="include_actuals" value="false"/>
<args name="include_custom" value="true"/>
<args name="include_burdening" value="false"/>
</Header>
<Query>
<!--
<FilterByCustomInfo name="project_billability" criteria="EQUALS">proj bill</FilterByCustomInfo>
<FilterByCustomInfo name="first_bill_date" criteria="BETWEEN">1999-01-07,2002-07-01</FilterByCustomInfo>
<FilterByCustomInfo name="project_risk" criteria="EQUALS">Medium</FilterByCustomInfo>
<FilterByCustomInfo name="profitable_project" criteria="EQUALS">true</FilterByCustomInfo>
<FilterByCustomInfo name="owner" criteria="EQUALS">last</FilterByCustomInfo>
-->

<Filter name="projectID" criteria="EQUALS">PRJ00072</Filter>
<!-- <Filter name="active" criteria="EQUALS">true</Filter>
<Filter name="approved" criteria="EQUALS">true</Filter>
<Filter name="closed" criteria="EQUALS">false</Filter>
<Filter name="approvedForBilling" criteria="EQUALS">false</Filter>
<Filter name="start" criteria="BETWEEN">1999-01-07,2001-01-15</Filter>
<Filter name="finish" criteria="EQUALS">Customer</Filter>
<Filter name="lastUpdatedDate" criteria="EQUALS">2002-01-26T11:42:03</Filter>
<Filter name="resourceID" criteria="EQUALS">jsmith</Filter>
<Filter name="trackMode" criteria="EQUALS">2</Filter>
-->
</Query>
</NikuDataBus>

Here is the XOG output

<Task evCalcMethod="0" finish="2017-12-29T17:00:00" fixed="false" internalTaskID="5020011" key="false" lastUpdatedBy="admin" lastUpdatedDate="2017-10-25T12:00:12" lockedForScheduling="false" milestone="false" name="Dev" openForTimeEntry="true" orderID="1" outlineLevel="1" percComp="0" start="2017-09-01T08:00:00" status="1" summary="false" taskID="TSK0001">
<Assignments>
<TaskLabor actualThrough="2017-10-16T00:00:00" actualWork="186" estMax="1" estPattern="3" finish="2017-12-29T17:00:00" lastUpdatedBy="admin" lastUpdatedDate="2017-12-01T16:00:01" remainingWork="146" resourceID="xxxx" roleID="csk.developer" start="2017-09-01T08:00:00" unpostedActuals="0">
<EstCurve>
<Segment finish="2017-12-29T17:00:00" start="2017-10-16T00:00:00" sum="146.0000"/>
</EstCurve>
<CustomInformation>
<ColumnValue name="partition_code">NIKU.ROOT</ColumnValue>
</CustomInformation>
</TaskLabor>

When you xog out try to xog out without actual s , you can acutely remove the entire argument parameter "<args name="include_actuals" value="false"/>"

That worked!!!.  Just curious to know, Is there any reason why the argument parameter not working?

The argument is like a filter and value is what you pass, so if you are writing a where without a value in SQL not point having where clause 

It is very strange, After remove the argument parameter line, the XOG is still including the actual effort.  Is there anything else I should remove?

I need the resources, allocations, tasks, assignments (except actual)

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">
<Header version="6.0.11" action="read" objectType="project" externalSource="NIKU">
<!-- you change the order by simply swap 1 and 2 number in the name attribute -->
<args name="order_by_1" value="name"/>
<args name="order_by_2" value="projectID"/>
<args name="include_tasks" value="true"/>
<args name="include_dependencies" value="true"/>
<args name="include_subprojects" value="true"/>
<args name="include_resources" value="true"/>
<args name="include_baselines" value="true"/>
<args name="include_allocations" value="true"/>
<args name="include_estimates" value="true"/>
<args name="include_custom" value="true"/>
<args name="include_burdening" value="false"/>
</Header>
<Query>
<!--
<FilterByCustomInfo name="project_billability" criteria="EQUALS">proj bill</FilterByCustomInfo>
<FilterByCustomInfo name="first_bill_date" criteria="BETWEEN">1999-01-07,2002-07-01</FilterByCustomInfo>
<FilterByCustomInfo name="project_risk" criteria="EQUALS">Medium</FilterByCustomInfo>
<FilterByCustomInfo name="profitable_project" criteria="EQUALS">true</FilterByCustomInfo>
<FilterByCustomInfo name="owner" criteria="EQUALS">last</FilterByCustomInfo>
-->

<Filter name="projectID" criteria="EQUALS">PR1028</Filter>
<!-- <Filter name="active" criteria="EQUALS">true</Filter>
<Filter name="approved" criteria="EQUALS">true</Filter>
<Filter name="closed" criteria="EQUALS">false</Filter>
<Filter name="approvedForBilling" criteria="EQUALS">false</Filter>
<Filter name="start" criteria="BETWEEN">1999-01-07,2001-01-15</Filter>
<Filter name="finish" criteria="EQUALS">Customer</Filter>
<Filter name="lastUpdatedDate" criteria="EQUALS">2002-01-26T11:42:03</Filter>
<Filter name="resourceID" criteria="EQUALS">jsmith</Filter>
<Filter name="trackMode" criteria="EQUALS">2</Filter>
-->
</Query>
</NikuDataBus>

Actual s is posted against task and you have a argument called dependencies 

<args name="include_dependencies" value="true"/>

<args name="include_tasks" value="true"/>

Remove those two and you will not get

Regards
Suman Pramanik 

In 15.3 there is Option 3: Just create new project from the existing

When select to create new from template you can choose non-template projects.

Once you have picked your source you can scale your work and budget if you want to, but that is for the future plan.

Not the completed actuals and actuals will not be copied.

Thanks Urmas.  This functionality is already available in 14.3

Select 'New from Template' and select the filter 'Template' to 'No' and it will show up all Non-template projects.

Choose the project and the new project is copied from the existing project

I suggest trying this option as well.  I think it might meet your needs.

Thanks Suman.  Appreciated

Removing the parameter 'Task' will remove all the tasks with assignments.  But I need the Tasks with Assignments and also ETC

Can't you use option 3? That sounds like it meets your needs quickly with little effort

XOG seems to do the job if you want to spent the time and effort to edit the output or automate that.

Just an FYI for future reference: you don't need to set the template flag on a project to use it as a template!  Select create from template option and then change the filter to say templates=no. This allows you to select any project and use it as a template - it will NOT copy actuals over!!!  

Hi sydney.zenger

Yes. That would work. Thanks