Financial Summary - Plan of Record (288 Views)
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Advisor
DivyaMurali
Posts: 37
Registered: ‎03-26-2012
Message 1 of 6 (288 Views)

Financial Summary - Plan of Record

Hi Team,

 

We have a requirement to disallow the creation of 'Plan of Record' once the snapshot has been set and its been approved

 

Once the Plan of Record(POR) has been snapshot and approved as the Plan, no further POR should be created. The user should not have access to create further POR. This applies to Proposals that have approved POR that have not been advanced to the Project stage.

 

Can anyone please let me know whether this restriction can be applied in HP-PPM?

 

Thanks & Regards,

Divya

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Honored Contributor
Utkarsh_Mishra
Posts: 672
Registered: ‎07-13-2010
Message 2 of 6 (246 Views)

Re: Financial Summary - Plan of Record

You can modify the user security and start using the Financial Summary access contorl. There it has an option "Set Plan of Record" to users/security_groups. Based on the setting the access can be governed.

 

You can modify these access using DB or by web services. So once your project/propsal crosses any phase then you can set these security flags accordingly.

Cheers..
Utkarsh Mishra

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Advisor
DivyaMurali
Posts: 37
Registered: ‎03-26-2012
Message 3 of 6 (241 Views)

Re: Financial Summary - Plan of Record

Hi Utkarsh,

 

Thanks for the reply!

 

As per my undrestanding, the simple way would be to create a execution step after the required Project phase and change the 'Set POR' flag in financial summary access control. Please correct me if am wrong.

 

 

Also, Can you please explain how to refer to the financial summary security flags in a procedure?

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Honored Contributor
Utkarsh_Mishra
Posts: 672
Registered: ‎07-13-2010
Message 4 of 6 (238 Views)

Re: Financial Summary - Plan of Record

Correct, infact you can also do it via rule... but that has some constaints.

 

 

Doing it via execution step is safe. 

 

Plz share your email address, so that I can send you the SQL code.

Cheers..
Utkarsh Mishra

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Advisor
DivyaMurali
Posts: 37
Registered: ‎03-26-2012
Message 5 of 6 (235 Views)

Re: Financial Summary - Plan of Record

my email ID : mdivya14@gmail.com

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Advisor
DivyaMurali
Posts: 37
Registered: ‎03-26-2012
Message 6 of 6 (217 Views)

Re: Financial Summary - Plan of Record

Hi Utkarsh,

 

Can you please send the code to my email ID mdivya14@gmail.com ?? Appreciate your help!

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