How can I order the tasks in a Project?
I have working on ordering Project tasks. In the Work Breakdown Structure view the WBSid changes as I change the order of the tasks, that is great. in this view the WBSid is right justified and tells me that it is a number. When I add the WBSid to the Project Information view the field is left justified and acts/orders as text.
How can i use the WBSid as a number in a Project Task view to order Project tasks?
Related
If the owner of the opportunity is responsible for 70% of the proposed revenue, and one team member is responsible for the other 30%, we would like to see their respective pipelines reflect their contributions. Currently the owner receives 100% of the proposed revenue in their pipeline. Is there another way to manage this within the base CRM product?. If not, our thoughts were to add a column in the sales team entry function for "split"
As far as I know CRM lacks any native "split" functionality, so you are on the right track to build it yourself. On your sales team entity you can add the split % field and then choose a way to do the necessary math.
Options could include:
Out-of-box calculated fields.
JavaScript (will only work on the form, not for imported or integrated records)
Business rules
Use a workflow tools add-on such as Aiden Kaskela's Workflow Elements or Jason Lattimer's Numeric Workflow Utilities. Andrew Butenko's Ultimate Workflow Toolkit has some very useful things but I'm not sure if has a math module.
Write your own custom workflows or plugins to do the math.
One piece of logic you'll need is to ensure that the split across the sales team totals 100%.
Has anyone tried to make a pivot on 3 tables?
My case is a project management.
I have projects that contain multiple customers that contain multiple tasks.
I wish I could recover all cascaded
Project::with('customers')->with('customers.tasks')->get()
I have tried several times but nothing conclusive.
To give you an idea of the result: http://dhtmlx.com/docs/products/dhtmlxGantt/01_basic.html
We have: Product launch (project) > Development (client) > Develop System (task)
Each task has a start date and an end date. So I have to be able to find these dates since the project itself (represented by the green bar).
If you have any ideas let me know :)
I think your best bet would be to create a pivot table between customers and tasks. And it would also have a column for project_id.
This would give you the ability to find all of the customer's tasks and all tasks belonging to a certain customer.
Then you would have a projects table, and you'd be able to find a project's customers/tasks using hasManyThrough. I believe this would also require you to setup a model for your customer_task table as well, but should be fairly straight forward.
I was using the Rally Tree Grid app found here:
https://github.com/Echo3ToEcho7/RallyTreeGrid
I was able to add the task time spent and task actuals column for my task, but i have been unable to get the sum of theses items to roll up to the user story, feature, initiative or theme level in this view. Would anyone be able to assist thanks?
Per WS API object model TaskEstimateTotal, TaskRemainingTotal, TaskActualTotal exist on UserStories (HierarchicalRequirement). Those fileds do not exist on Tasks. Tasks have Estimate and Actuals attributes. I assume when you say "TaskActualTotal populate on the tasks" you mean Estimate or Actuals populates on the tasks.
There is no attribute on PortfolioItem object in WS API object model where tasks esimates rollup to PI, or where TaskEstimateTotal, TaskRemainingTotal, TaskActualTotal of the associated user stories rollup to PI.
It is possible keep a count of TaskActualTotal values on stories and sum them up in your javascript code, but there is no shortcut, and that works with Rally.data.custom.Store.
PI object has a LeafStoryPlanEstimateTotal attribute which is a sum of the plan estimates of all leaf user stories (stories without children) associated with this Portfolio Item.
I've been trying to get similar data (cost of porfolio items in terms of task estimates and timespent from timesheet), but it seems that there is no easy way.
even though i can get custom reports for tasks, timespent from timespeet, user stories etc, There isn't a custom report capability to get portfolio information.
I've created and Idea / Feature request for something that does this or atleast makes it possible, Feel free to vote it up to get visibility on it to the Rally team
https://ideas.rallydev.com/ideas/D3120
In Sharepoint designer 2007, I am creating a workflow where I am trying to use 'collect data from a user' for multiple users. In my document library, I have a list name field. That list name field ties to a list which has between 1-15 users in the associated list. I only need to collect data from user for those users in the list that are not null/empty. I would also like to collect data from the users at the same time (parallel).
It appears you can only use parallel within one workflow step. Within one workflow step, it doesn't appear that you can set multiple conditions/actions.
What I need to do is this:
Condition 1: If variable:reviewer1 is not empty
Action 1: Collect Document Review from variable:reviewer1 (output to ...)
Condition 2: If variable:reviewer2 is not empty
Action 2: Collect Document Review from variable:reviewer2 (output to...)
Is there a way to do this that I'm missing?
Thanks!
It'll be tedious, but I'd suggest creating N steps (where N = the number of parallel tasks you want)
Each step will generally do the following:
Check if the current reviewer field is empty (if so, skip to the next step)
Create a new "Task" item in a (task) List
Send an email to the person you assigned the task to
Then you'll need to somehow stop your workflow until all of the tasks have been completed. This part gets a bit trickier, but do some searches on creating a State Machine workflow in SharePoint Designer and you'll be on the right track.
Really though, this sounds like a workflow that's too complex for SPD. Use Visual Studio or some 3rd-party workflow solution if at all possible.
I'm working a custom workflow activity and would like to allow the user to select one of the entities available from within the workflow. This would be like selecting the entity in an update status activity. The list would include the primary entity, all of its associated parent entities, and any entities created within the workflow (e.g. if I created a task with the create activity, that task would be in the list).
Is there some way to do this?
Thanks!
Workflow has major shortcomings when it comes to things like this. You can add metadata to dependencies ( [CrmInput] and [CrmReferenceTarget("account")] ), but you'll need a property per entity you intend to support. I don't know if you could include multiple CrmReferenceTarget tags per property.
So even if you go through setting up a workflow activity with every lookup (which will require a code change for every new entity), you still have to take the care to set the right lookup in your code - and choose from ALL (not filtered based on your entity). Which is clearly not what you want.