Re: Add a customized portlet to the project summary tab (1083 Views)
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Occasional Advisor
FrankWang
Posts: 11
Registered: ‎08-28-2011
Message 1 of 10 (1,115 Views)

Add a customized portlet to the project summary tab

PPMC Version 9.1

I have create a "status report"  which is a  project overview   portlet

I do not know how the "project_id" pulled to the portlet. I tried the token  "Entity Key" , it seems does not work.

if a token take effect,how to choose the validation for the filter field of the datasource.

another thing is how we can let the on-flight projects also show this portlet on the porject summary tab.

Thanks a lot.

Occasional Advisor
FrankWang
Posts: 11
Registered: ‎08-28-2011
Message 2 of 10 (1,113 Views)

Re: Add a customized portlet to the project summary tab

I enabled the jdbc logging in the debug setting, and I saw the ENTITY_KEY does not changed to the real request id, so that may be the version reason. It does not work in ppm9.1, or may be I made some mistake I do not know.

log below:

 

AND KRP.ASSIGNED_TO_GROUP_ID=KSG.SECURITY_GROUP_ID
  AND INSTR('[ENTITY_KEY]',TO_CHAR(KFGP.REQUEST_ID))>0
  AND ROWNUM <= 200 ORDER BY WEEK_ENDING DESC

Honored Contributor
Utkarsh_Mishra
Posts: 713
Registered: ‎07-13-2010
Message 3 of 10 (1,110 Views)

Re: Add a customized portlet to the project summary tab

Hi FrankWang,

 

It can be done by:


1. In the data source of the portlet add a filter field named say  'Project ID' and set the token to '[ENTITY_KEY]'. Add a AND condition with the token as value


2. Create a portlet definition and set the category to 'Project Overview'. Add this portlet to the project overview page and set the advanced defaults for the filter in the edit preferences page to [ENTITY_INFO]


2.1 Check this option as well "allow users to override these settings"  

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
Occasional Advisor
FrankWang
Posts: 11
Registered: ‎08-28-2011
Message 4 of 10 (1,106 Views)

Re: Add a customized portlet to the project summary tab

You mean the radio box,of the "Project Overview " section below ?,  yes , I chosed yes

"Allow project managers to override these settings?"

My PPM version is 9.1, May be different to the former version.

Honored Contributor
Utkarsh_Mishra
Posts: 713
Registered: ‎07-13-2010
Message 5 of 10 (1,103 Views)

Re: Add a customized portlet to the project summary tab

Yes, but this step is optional.

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
Occasional Advisor
FrankWang
Posts: 11
Registered: ‎08-28-2011
Message 6 of 10 (1,095 Views)

Re: Add a customized portlet to the project summary tab

I did as you say, but the [ENTITY_KEY] does not change to a  real request_id in the sql, so no result is found.

Any suggestions?

Honored Contributor
Utkarsh_Mishra
Posts: 713
Registered: ‎07-13-2010
Message 7 of 10 (1,093 Views)

Re: Add a customized portlet to the project summary tab

Follow these steps:

 

  1. In Portlet Datasource, CREATE a filter with 
    Name = Entity Key
    Token = ENTITY_KEY
    Validation = Numeric text field (Postive)
    Condition => request_id = [P.ENTITY_KEY]  (as per your query)
     
  2. Make sure this field shows up first in the Preference Fields list of your portlet definition
     
  3. In Preferences you should see your filter field there.
    --> Click the Advance Defaults button…
     
  4. And select ENTITY_INFO from the dropdown to have the REQUEST_id passed automatically to your portlet’s filter when it is viewed on the Module page.
Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
Occasional Advisor
FrankWang
Posts: 11
Registered: ‎08-28-2011
Message 8 of 10 (1,090 Views)

Re: Add a customized portlet to the project summary tab

Hi, that dose make sense. Many thanks. I made a mistake that forget to add  "P."  for the "ENTITY_KEY"in the SQL,

Quick question,how about the exists projects, this is a project overview portlet named "Project Status Report" the existing project will not see this new portlet in the project summary tab.

If we can add some buttons like "Log Risk" button in the "Risk" portlet. I also want to add an "Log Status Report" down there.

Honored Contributor
Utkarsh_Mishra
Posts: 713
Registered: ‎07-13-2010
Message 9 of 10 (1,083 Views)

Re: Add a customized portlet to the project summary tab

Hi FrankWang,

 

In datasource portlet, I think we cannot add a button. But there is an alternative for this, you can add a Hyperlink, which can take users to log a RISK or can open the exiting RISK.

 

For logging  RISK you can use below URL:

 

http://hp-ppm-dev:8080/itg/web/knta/crt/RequestCreate.jsp?REQUEST_TYPE_CREATE=5.30.30083.Change+Management+Request

 

(Modify it as per your requirment, orginal link you can take it from your system when you click Create RISK, use that link)

 

Similarly for opening RISK, you can open it by its Request_id, look at your system URL, from there  you can get the hint.

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
Occasional Advisor
FrankWang
Posts: 11
Registered: ‎08-28-2011
Message 10 of 10 (1,077 Views)

Re: Add a customized portlier to the project summary tab

HI, how about the existing projects, they can not show the new portlet in their project summary tab.

Is there a way to solve this problem?

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