The community will be in read-only from Tuesday 11:59pm (PST) to Wednesday 10:30am (PST)
The community will be in read-only from Tuesday 11:59pm (PST) to Wednesday 10:30am (PST)
Project and Portfolio Management Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

"Project Health" field with token "KNTA_Project_Health" in "PFM - Project field" group

Highlighted
JudyZhu
Regular Collector

"Project Health" field with token "KNTA_Project_Health" in "PFM - Project field" group

Hello,

 

In PPM 9.11, we added "PFM - Project field" group into our customized Project  request type, in which there is a "Project Health" field with token "KNTA_Project_Health".

 

We notice that this field will only be populated when the project-level health is changed, be it from re-calculation or override.

 

The field will keep blank if no mentioned change happens. Does anyboday know if this is by design, or there is something wrong here?  And how to populate this field with the original project-level health when the project is created?

 

 

7 REPLIES
Celil
Esteemed Contributor

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

Hi Judy,

 

If all your projects start with green, you can assign default data to this field at request header type level.

 

 

 

PS: Please keep alive our forum via kudos the professionals

 

Celil

IT Governance Professional
& PPM Solution Architect
JudyZhu
Regular Collector

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

Hi Celil,

 

Thank you for your help.

 

Some questions:

 

1. The field will not be populated with default value and only be populated when the project overall helath is changed. Is it by design?

 

2. I suppose that all our projects start with Green. How to configure the default status for all projects, for example Yellow?

 

Judy

Celil
Esteemed Contributor

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

Hi Judy,

 

Open Request Type in workbench. Then open respected Request Header Type (check reqtyp.png screen shot). In Request Header Type, Fields Tab, Project Details section, Project Health field double click. In Default Tab, select Default Type as constant. In Visible Value select Green (check prjhealth.png screen shot).

 

 

 

PS: Please keep alive our forum via kudos the professionals

 

Celil

IT Governance Professional
& PPM Solution Architect
JudyZhu
Regular Collector

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

More information.

If to create a project directly, the field will be pupulated as Green initially.

If to create a project from proposal by using command "ksc_create_project", the field will not initially populated any value.

To set the default value for this field only work for newly created project.

For existing projects created from proposal, how to fill the field? I am thinking to use a "on page load" rule to set it, but it needs additonal Open and Save actions for each project. It is out of our expectation. Any thoughts
JudyZhu
Regular Collector

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

A solution I can think is to edit the table "KCRT_FG_PFM_PROJECT" directly in DB level.

1. In the result of below SQL, all impacted projects are with "Green" health

select
kfpp.request_id,
kfpp.PROJECT_NAME,
ppr.overall_health_indicator,
kfpp.PROJECT_HEALTH_CODE,
kfpp.PROJECT_HEALTH_MEANING
from
PM_PROJECTS pp,
PM_PROJECT_ROLLUP ppr,
KCRT_FG_PFM_PROJECT kfpp
where pp.rollup_id = ppr.rollup_id
and pp.pfm_request_id = kfpp.request_id
and kfpp.PROJECT_HEALTH_CODE is null
and ppr.overall_health_indicator <> 'NONE'

2. Backup the table "KCRT_FG_PFM_PROJECT"

create table KCRT_FG_PFM_PROJECT_BAK as select * from KCRT_FG_PFM_PROJECT

3. Update the table with below SQL:

Update KCRT_FG_PFM_PROJECT kfpp set kfpp.PROJECT_HEALTH_CODE = 'GREEN' and kfpp.PROJECT_HEALTH_MEANING = 'Green'
where exists
(select 1 from PM_PROJECTS pp, PM_PROJECT_ROLLUP ppr
where pp.rollup_id = ppr.rollup_id
and pp.pfm_request_id = kfpp.request_id
and kfpp.PROJECT_HEALTH_CODE is null
and ppr.overall_health_indicator <> 'NONE')

Any thoughts on that?
Celil
Esteemed Contributor

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

Hi Judy,

Please don't edit table.
Could you please try "On Creation" event.
I couldn't understand "additonal Open and Save actions" ? You add just a rule with "On Creation" event to update Project Health field with Green value, don't you?




PS: Please keep alive our forum via kudos the professionals
Celil

IT Governance Professional
& PPM Solution Architect
JudyZhu
Regular Collector

Re: "Project Health" field with token "KNTA_Project_Health" in "PFM - Proje

Hi Celil,

 

As I understand "On Creation" rule only work for the newly created project.

 

For old existing projects, how to handle them?

With a "On Page Load" rule, open the existing project, the field will be populated by the rule. Then to save the project, the field value will be restored in DB. That's why I said by "Additional Open and Save" action.

//Add this to "OnDomLoad" event