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zero out financial Summary cost on cancellation

DivyaMurali
Super Collector

zero out financial Summary cost on cancellation

Hi all,

 

We have a requriement to zero out the costs present in financial summary if a user cancels a project/Proposal.

 

Asof now, its been manually by customers, so they want that to be done in PPM automatically whenever they click on cancel button.

 

Can anyone suggest me how this can be achieved in PPM?

 

Appreciate your response!

 

Regards,

Divya

 

 

P.S. This thread has been moved from Community Feedback & Suggestions to Project and Portfolio Management Support and News Forum. -HP Forum Moderator

3 REPLIES
Utkarsh_Mishra
Honored Contributor

Re: zero out financial Summary cost on cancellation

We do it via web service, so when ever any Project/Prosoal is cancelled, then we zero out the actual and forecasted cost.

 

 

Create a execution step to call the web service client that zero's the cost, and call this execution step before cancel.

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
DivyaMurali
Super Collector

Re: zero out financial Summary cost on cancellation

Thanks Utkarsh for teh response!

 

As I have not worked in Web services, it would be really helpful if you could provide guidance/share any documents to do it via web service.

 

 

Highlighted
Utkarsh_Mishra
Honored Contributor

Re: zero out financial Summary cost on cancellation

You can start with these HP PPM web service guides.

 

 

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
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