Is there a Hierarchy portlet for Parent / Child Role data in PPM?

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Article ID: 17086

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Updated On:

Products

CLARITY PPM FOR ITG CLARITY PPM FEDERAL Clarity PPM SaaS - Application Clarity PPM On Premise

Issue/Introduction

Is any portlet for roles available to show parent level and child level data in a hierarchy type structure for portlets such as Role Capacity and Demand Histogram and Role Capacity Histogram (or other Resource Planning portlets)? Is anything available in either Classic PPM or the New User Experience (UX)?
 

Resolution

Unfortunately there is no hierarchy portlet available for this. However, the below query can help set up a custom portlet with this type of hierarchy. 

--- Sample query ---

SELECT

@SELECT:DIM:USER_DEF:IMPLIED:ROLE:r.dim_id:[email protected],

@SELECT:DIM_PROP:USER_DEF:IMPLIED:ROLE:r.code:[email protected],

@SELECT:DIM_PROP:USER_DEF:IMPLIED:ROLE:r.name:[email protected],

@SELECT:DIM_PROP:USER_DEF:IMPLIED:ROLE:r.hg_has_children:[email protected],

@SELECT:DIM_PROP:USER_DEF:IMPLIED:ROLE:r.hg_row_id:[email protected]

FROM (

SELECT

distinct

sr.id dim_id, 

sr.UNIQUE_NAME code,

sr.LAST_NAME name,

pr2.prparentid hg_has_children,

pr.prisrole prisrole,

sr.is_active is_active,

@WHERE:PARAM:USER_DEF:STRING:[email protected] hg_row_id

FROM

srm_resources sr

join prj_resources pr on pr.prid = sr.id

left outer join prj_resources pr2 on pr2.prparentid = sr.id

WHERE

(pr.prparentid is NULL

and @WHERE:PARAM:USER_DEF:STRING:[email protected] is null)

or

@WHERE:PARAM:USER_DEF:STRING:[email protected] = pr.prparentid 

) r

WHERE

r.prisrole=1

and r.is_active=1 

and @[email protected]

Sample portlet: 

<Please see attached file for image>

hierarchy.jpg

Additional Information

Reference KB000018799 for steps on how to submit an enhancement for Clarity PPM

Attachments

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