Clarity

  • 1.  Populate cost plan from custom portlet?

    Posted Jul 20, 2018 06:45 AM

    We are investigating building a portlet to enter and track non-labor transactions (hardware, software, etc), but we're not sure if a job can be written to populate a cost plan from that data. Project managers now use offline spreadsheets to track purchases and then load aggregated forecast amounts into a cost plan grouped by Transaction Class. The portlet would be similar to a checkbook register and would replace spreadsheets. We are on 15.3, upgrading to 15.4 in a few weeks. Any guidance is appreciated.



  • 2.  Re: Populate cost plan from custom portlet?

    Posted Jul 23, 2018 10:42 AM

    I suppose a custom object (with a few TSV data type attributes) that tracks these costs can be created. A process with Gel Script can be created, that fetches data entered into this custom object, and then modifies it as required to update a Cost Plan. There are discussions in this community around Cost Plans, Gel Scripts and XOG, which you can refer to.



  • 3.  Re: Populate cost plan from custom portlet?

    Posted Jul 25, 2018 03:12 AM

    I've done exactly this for one PPM Client.  A second TSV is used to capture Benefits with a second process step to update the Benefit Plan.



  • 4.  Re: Populate cost plan from custom portlet?

    Posted Jul 27, 2018 09:39 AM

    Ok thanks Roland. We are continuing with our development.



  • 5.  Re: Populate cost plan from custom portlet?

    Posted Jul 27, 2018 09:38 AM

    Ok very good. Thanks Jeevan. We will investigate further once we build the new non-labor portlet.