Project and Portfolio Management Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

Roll actuals from requests up to project tasks

Highlighted
Scott A. Wood
Super Collector

Roll actuals from requests up to project tasks

We have a situation where we will have project tasks that have associated demand requests. We would like the users to be able to report time against the demand requests and then have it roll up to the project. We use PPM 7.5 SP3

Is this possible without customizing PPM?

Thanks,

Scott
4 REPLIES
Mahen M
Honored Contributor

Re: Roll actuals from requests up to project tasks

Yes, This is possible through references.

There is a Master Project which has tasks for all the Demand Requests.

The tasks in the Project is in such a way that.

One Sub-Project with Demand Request Name concatenated with Request ID. This Task is added in the reference Section of the Demand Request.

All the Tasks under this Sub-Project contains the tasks for this Demand Request.

You have to go through the References for fetching the Tasks releted to the Demand Request.

I will try to get base Query for you.

Regards,
Mahendran M
Scott A. Wood
Super Collector

Re: Roll actuals from requests up to project tasks

I think I follow what you are saying, but I'll need to play around with it to be sure.

I'd love to see the query you noted.

Thanks,

Scott
Mahen M
Honored Contributor

Re: Roll actuals from requests up to project tasks

Hi,
The Query attached, This is working in our environment successfully.

Regards,
Mahendran M
Mahen M
Honored Contributor

Re: Roll actuals from requests up to project tasks

To explain more, The Task set for the Demand Request (one Summary Task and three Leaf tasks) are created and added in the project workplan by means of Webservice Call.

Regards,
Mahendran M
//Add this to "OnDomLoad" event