Projects:Project Type Project Category Enhancements/Technical Documentation
Contents |
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