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Create action to return a project

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  • 1.  Create action to return a project

    Posted 10-02-2019 04:00 PM
    Hello guys


    How can i perform this task?
    Create action to return a project that was mistakenly canceled to the state prior to cancellation.

    I'm new to application administration and I'm not even sure where to start ....

    Thanks


    ------------------------------
    Alexandre
    ------------------------------


  • 2.  RE: Create action to return a project

    Posted 10-03-2019 03:29 AM
    If you open the project properties and click  the Status dropdown  you see the options.
    Resumed might take you back where you were.



  • 3.  RE: Create action to return a project

    Posted 10-03-2019 10:45 AM
    MARTII, GOOD morning.

    Talking to the person in charge, he told me that I would have to create a process for such action to return a project that was mistakenly canceled to the state prior to cancellation. According to this feature is a custom.




  • 4.  RE: Create action to return a project

    Posted 10-03-2019 12:38 PM
    You make it sound that is is not just setting the Status to Cancelled. Is it?
    Please detail how a project is cancelled - preferably with screenshots.
    Why would you need a process (and cannot do it manually as I suggested)?


  • 5.  RE: Create action to return a project

    Posted 10-03-2019 01:42 PM
    On the other hand if you are talking about deleting projects and setting the Purge Flag on (Eliminar indicadores) and then running the Delete Investments job (Excluir investimentos e períodos de relatório de horas) it is different.

    If you have just set the flag then you can reset that back to not selected.
    If you have run the job then you are out of luck. The job deletes the project marked for deletion from the database and it cannot be recovered.
    You would have to use a back up of the system and then you could restore the project to the state it is in the back up (if you have one)
    Open a case with support to see if they have any tricks.



  • 6.  RE: Create action to return a project

    Posted 10-07-2019 08:41 AM
    This is not the case.


  • 7.  RE: Create action to return a project

    Posted 10-07-2019 08:48 AM
    This case is when the user unintentionally changes the project to canceled and saved status, the question is whether we can change creating a process
    so that we can return this to the status in attendance.


  • 8.  RE: Create action to return a project

    Posted 10-07-2019 09:09 AM
    So how do you determine which of the canceled projects is not supposed to be canceled and needs to be returned?


  • 9.  RE: Create action to return a project

    Posted 10-07-2019 09:33 AM
    when the user himself makes this cancel action if he wants to.


  • 10.  RE: Create action to return a project

    Posted 10-07-2019 02:41 PM
    I am not quite sure I understand the need for a process, but if you want to know how to create the basic process for that here goes
    In Administration - Processes create new

    Set primary object


    Start option ON demand

    Just create Return step
    Next to Step details
    Create action of type System action

    Action is Set Status to Returned
    WARNING The Status returned is available only when the project status is Cancelled. If it is not this basic process will error out asking for a valid status value.
    A better process would be to put a check step and if the status is not Cancelled then go directly to Finish.
    When the action is created set Then Go To  Finish


    Then Set Then Go To from Start step to the Return step

    Check the process flo

    Validate and Activate all steps

    In a cancelled project only
    In Available  Processes tab you see this process active and validated. Select it and Start


    Wait and see.
    Establish a policy how to delete initiated and errored process instances.





  • 11.  RE: Create action to return a project

    Posted 10-09-2019 02:54 PM
    @Martti Kinnunen​, So ... I can also tell you if it would be a process to resume a project that was canceled by enagano or if it is some action.
    But I have no idea how to do this activity.
    As I reported, I am new to PPM, and with no experience.

    Thank you very much


  • 12.  RE: Create action to return a project

    Posted 10-10-2019 03:23 AM
    Sorry to say you have lost me.
    First I suggested that it should be done as a manual action in the GUI.
    When you said it would have to be a process I detailed how to create a process to do that.
    Now it sounds that neither of those is acceptable. Please advice.


  • 13.  RE: Create action to return a project

    Posted 10-15-2019 11:10 AM



    I've done and redone the process a few times and I can't get to the same model you gave me.
    Nor do I see the process created in the project.

    Could you please let me know where I am going wrong.


    Thanks

    Alexandre



  • 14.  RE: Create action to return a project

    Posted 10-15-2019 11:34 AM
    If it is validated and active and you do not see it for the projects check that it has the primary object defined and that the start option is on demand .


  • 15.  RE: Create action to return a project

    Posted 10-15-2019 01:07 PM






    Object was not created, I created or activated, but do not continue to see the processes.




  • 16.  RE: Create action to return a project
    Best Answer

    Posted 10-15-2019 01:42 PM
    That is not what I was trying to say. Do not create a new object.
    Associate this process with the project object as the primary object.
    After you have created the process go to Object tab

    then continue as below



  • 17.  RE: Create action to return a project

    Posted 10-15-2019 04:04 PM

    I got it, it was the process engine that was stalled.
    However when running, specifically the project that was canceled, did not return service and the fields have not been changed either .... remains as canceled and unauthorized.


    Thanks

    Alexandre



  • 18.  RE: Create action to return a project

    Posted 10-16-2019 10:38 AM
    The diamond is green and there is no message flag which indicate that the process ran and there were no errors,

    Firstly I assume you can do the change manually - just checking
    Then I would have a look at the action which changes the status.


  • 19.  RE: Create action to return a project

    Posted 10-25-2019 02:58 PM


    @Martti Kinnunen, is this diverging from the image you sent me above is that it must be causing the process not appearing like yours?



  • 20.  RE: Create action to return a project

    Posted 10-25-2019 03:19 PM
    The process is not validated and active and therefore not available/visible for the project
    The status Icon says Revalidacao obrigatoria
    Check those and revalidate and activate


  • 21.  RE: Create action to return a project

    Posted 10-25-2019 03:41 PM






    @Martti Kinnunen, It is all active, but I do not see it in projects / processes and also can not change the canceled status ....



  • 22.  RE: Create action to return a project

    Posted 10-25-2019 03:47 PM