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Can you trigger a Process when only specific projects are charged?

  • 1.  Can you trigger a Process when only specific projects are charged?

    Posted 06-07-2017 07:17 PM

    Currently we have 2 basic processes set-up for our timesheets. One will go to all PMs of all projects charged per timesheet. The other will go to RMs of the resource (this is usually for PMs when they charge other project codes that don't have an approving PM). 

     

    Right now we set 1 specific person as the PM for all Other Works (this includes things like Sick Leave, Annual Leave, etc) and they receive all notifications for charges made there. What I'd like to do instead is incorporate into our existing process logic that says something like:

     

    IF Timesheet.thisTimesheet [Other Work/s] Total > 0 

    THEN notify PM AND RM

    ELSE notify PM

     

    Can you set some sort of process logic using the Timesheet object that looks at the specific projects being charged before taking an action?



  • 2.  Re: Can you trigger a Process when only specific projects are charged?

    Posted 06-08-2017 07:34 AM

    Can you fire a process based on the Actuals Thru Date ?

     

    Regards

    NJ



  • 3.  Re: Can you trigger a Process when only specific projects are charged?

    Posted 06-08-2017 06:53 PM

    Hey NJ - looks like unfortunately not. No such option when trying to build a condition via the Other Work object.

     

    It's unfortunate that there's little option when trying to build conditions using the timesheet object. May just have to rethink our current approach to Other Work.