Projects:Project Type Project Category Enhancements/Technical Documentation

Contents 1 Project Type Project Category Enhancements - Technical Documentation 1.1 Overview 1.2 Current status 1.3 Technical design 1.3.1 Project Category drop-down list 1.3.2 Standard Line tab 1.3.3 Set Project Type process 1.3.4 Service Project window 1.3.5 Project & Service Management reports

Project Type Project Category Enhancements - Technical Documentation

Overview

This article will explain how to proceed in order to enhance Project Type and Project Category elements within Openbravo ERP's Project & Service Management module.

Current status

At present, Openbravo ERP has a project type defined for Multiphase Projects (with standard phases and tasks) but not for Service Projects (with standard lines).

Technical design

Project Category drop-down list

In order to add more values to Project Category drop-down list:

• Log in as System Administrator.
• Go to Application Dictionary || Reference.
• Select C_ProjectType Category.
• Go to List Reference tab and edit/add/delete the values of the reference list.

Standard Line tab

In order to add a new Standard Line tab inside Project Type window:

• Create a new table in the database named C_Line with the following columns:
  • AD_CLIENT_ID (mandatory)
  • AD_ORG_ID (mandatory)
  • C_LINE_ID (mandatory)
  • C_PROJECTTYPE_ID (mandatory)
  • ISACTIVE (mandatory)
  • CREATED (mandatory)
  • CREATEDBY (mandatory)
  • UPDATED (mandatory)
  • UPDATEDBY (mandatory)
  • LINENO (mandatory)
  • PRODUCT (mandatory)
  • STANDARDQTY (mandatory)
  • DESCRIPTION
• Log in as System Administrator and add C_Line table Application Dictionary || Tables and Columns || Table.
• Create a new tab named Standard Line inside Project Type window in Application Dictionary || Windows, Tabs, and Fields || Window >> Tab.
• Run Synchronize Terminology process to fill Description and Help/Comment fields (Application Dictionary || Synchronize Terminology).

Set Project Type process

In order to modify Set Project Type process to work with new project types for Service Projects:

• src/org/openbravo/erpCommon/ad_actionButton/ProjectSetType.html
• src/org/openbravo/erpCommon/ad_actionButton/ProjectSetType.xml
• src/org/openbravo/erpCommon/ad_actionButton/ProjectSetType_data.xsql
• src/org/openbravo/erpCommon/ad_actionButton/ProjectSetType.java

Service Project window

In order to add Set Project Type button and Project Type field to Service Project tab inside Service Project window:

• Log in as System Administrator.
• Add Set Project Type button and Project Type read-only field to Service Project tab in Application Dictionary || Windows, Tabs, and Fields || Window >> Tab.
• Run Synchronize Terminology process to fill Description and Help/Comment fields (Application Dictionary || Synchronize Terminology).

In order to add Standard Line field to Project Line tab inside Service Project window:

• Create a new non mandatory column C_LINE_ID to C_ProjectLine table.
• Log in as System Administrator, add C_LINE_ID to C_ProjectLine table in Application Dictionary || Tables and Columns || Table.
• Add Standard Line read-only field to Project Line tab in Application Dictionary || Windows, Tabs, and Fields || Window >> Tab.
• Run Synchronize Terminology process to fill Description and Help/Comment fields (Application Dictionary || Synchronize Terminology).

Project & Service Management reports

In order to add Project Type and Project Category filter fields to Project Progress, Project Profitability, Service Project and Expense reports:

• Modify the corresponding:
  • HTML filter window
  • Java file
  • XSQL file