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Program Setting: Financial Management and Portfolo Management

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JudyZhu
Super Contributor.

Program Setting: Financial Management and Portfolo Management

Our customer has following requests related to Program Setting:

 

1.  Is there a way to access that list of programs that do not have the financials/portfolio enabled? 

 

I can not find the answer on PPM Dashboar. Instead,  I can use below SQL can filter the programs with Portfolio Manaement disabled: 

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select * from PGM_PROGRAMS where ROLLUPABLE = 'N'

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But no lucky for Financial Managemen.


2.  Is it possible to have the "Enable Financial Management for this program" and "Enable Portfolio Management for this program" checked as the default when submitting a new program.

 

I did not find any configuration related to this setting.

 

Anyone can help to above 2 questions?

 

For the #1, I can only find below SQL can filter the programs with Portfolio Manaement disabled:

select * from PGM_PROGRAMS where ROLLUPABLE = 'N'

 

But no find the one for Financial Managemen.

1 REPLY
Celil
Acclaimed Contributor.

Re: Program Setting: Financial Management and Portfolo Management

Hi Judy,

 

I hope below solution will answer your both question :)

 

You can filter or update parameters of programs from below tables:

Table: PGM_PROGRAMS
Relation Key: PROG_SETTINGS_KEY
Table: ITG_SETTINGS_CONTAINER

Relation Key:SETTINGS_ATTRIBUTE_ID
Table: ITG_SETTINGS_ATTRIBUTES

field: Name

field: Value

 

You can filter your query with above fields and can show only do not have the financials.

You can update above fields and check  "Enable Financial Management for this program" and "Enable Portfolio Management for this program" checkboxes. But, to check these fields, maybe, triger some functions. When you check these fields over DB table, the triger functions could not run. Please consider this worst possibility and ,strongly recommend, test that.

 

PS: If the post resolves your issue, please click KUDOS star icon and mark it as Accepted Solution.

 

Celil

IT Governance Professional
& PPM Solution Architect