Enhanced option 'Hide Financial OBS' in PPM

Document ID : KB000052723
Last Modified Date : 27/08/2018
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Introduction:

An Enhancement to 'Hide Financial OBS' Departments and Locations from Lookup Browse windows was implemented in CA PPM 8.1_FP03.

An overview of this enhancement is described in the Clarity 8.1 FP03 Release Notes. This article describes more technical information on the use of this feature.

Environment:
CA Project & Portfolio Management (PPM) 8.1 FP03 and higher
Instructions:

Typically the Financial OBS definition is only associated with the Investments Objects that require the use of financial properties. The most common use-case is to create a Financial Department OBS and a Financial Location OBS and associate the Project and Resource Objects. When the end-user goes to the Project Object List View or the Resource Object List View, in the Filter Section, there is a field to search on the OBS Unit. When browsing for an OBS Unit, all structures that are associated with this object are available for selection. When the option to 'Hide Financial OBS' is turned on, the OBS definitions that are associated with this object that is linked to an Entity will not appear in the browse window for selection on the List View.

The impact of this functionality applies to all Object List View Filter Sections where the end-user can browse for an OBS Unit either directly in the Filter Section or through the [Power Filter] Expression Builder. The option also affects ALL Reports that Jobs that include an 'OBS Unit' parameter.

This option does not impact the Object > General Properties page where the end-user defines the OBS Unit on an instance record.

This option impacts any custom attribute that is defined for use with the OBS "Filter" Browse Lookups associated with the Objects that are linked to financial OBS definitions.

For Example:
In addition to the most common use-case of selecting the Project Object and the Resource Object to the Financial Department OBS definition, if the administrator also associates another object such as the 'Asset', 'Application', 'Companies', or 'Other Work', the corresponding Filter Browse Window will not show the Financial Department OBS on standard Object Filter Sections and when custom attributes are linked to these Filter Browse Lookups. If the associated Object is not linked to a Financial Department OBS definition, the impact is not noticed because the Financial Department OBS won't appear in the Filter Browse window for the 'Hide Financial OBS' option in either state.

Example Configuration: For a user-defined custom attribute using one of the Filter Browse lookups: These steps can be reproduced for any object filter browse lookup used on a custom attribute.

First see what happens when the option is turned off

  1. Admin Tool > Finance: Processing > Hide Financial OBS is UNCHECKED (turned off)
     
  2. Create a Custom Object [My_Custom_Object]
     
  3. Create a Custom Attribute [My_Custom_Attribute]
    > Type = Lookup
    > Select the 'OBS Projects Filter Browse' [OBS_BROWSE_FLT_PRJ] lookup
     
  4. Place this attribute on the Custom Object Edit Layout View and the List View.
     
  5. Admin Tool > OBS > go to a Financial Department OBS definition that is linked to an Entity > This OBS definition should already have the 'Project Object' associated to the definition.
     
  6. Look for a non-financial OBS definition that also has the 'Project Object' associated.
     
  7. Main Application > Custom Object List View > Filter Section > Click the 'browse' icon for the custom attribute field [My_Custom_Attribute]

    Expected: You will see the browse window show both the Financial Department OBS and the Non-Financial Department OBS associated with the Project Object.

Now turn on the new option

  1. Admin Tool > Finance: Processing > Hide Financial OBS is CHECKED (turned on).
     
  2. Main Application > Custom Object List View > Filter Section > Click the 'browse' icon for the custom attribute field [My_Custom_Attribute]

    Expected: Now you will only see the Non-Financial OBS associated with the Project Object.

The Lookups impacted by this functionality are:

These types of lookups are 'System-Restricted' the application will not allow user-defined lookups with an ID name that begins with 'OBS_BROWSE_'.

OBS Applications Filter Browse OBS_BROWSE_FLT_INV_APPLICATION List of OBS units associated with Application (Filter)
OBS Assets Filter Browse OBS_BROWSE_FLT_INV_ASSET List of OBS units associated with Asset (Filter)
OBS Companies Filter Browse OBS_BROWSE_FLT_INV_PRODUCT List of OBS units associated with Company (Filter)
    ** Note the description for this lookup is incorrect; this is for the Product Object
OBS Companies Filter Browse OBS_BROWSE_FLT_CMP List of OBS units associated with Company (Filter)
OBS Filter Browse OBS_BROWSE_FLT_ALL List of OBS units (Filter)
OBS Other Work Filter Browse OBS_BROWSE_FLT_INV_OTHER List of OBS units associated with Other Work (Filter)
OBS Pages Filter Browse OBS_BROWSE_FLT_CMN_PAGES List of OBS units associated with Page (Filter)
OBS Portlets Filter Browse OBS_BROWSE_FLT_CMN_PORTLETS List of OBS units associated with Portlet (Filter)
OBS Processes Filter Browse OBS_BROWSE_FLT_BPM_DEF_PROCESSES List of OBS units associated with Process (Filter)
OBS project data mart filter browse OBS_BROWSE_DMART_FLT_PRJ List of OBS units associated with data mart Project (Filter)
OBS Projects Filter Browse OBS_BROWSE_FLT_PRJ List of OBS units associated with Project (Filter)
OBS Reports and Jobs Filter Browse OBS_BROWSE_FLT_CMN_SCH_JOB_DEFINITIONS List of OBS units associated with Report and Job (Filter)
OBS resource data mart filter browse OBS_BROWSE_DMART_FLT_RES List of OBS units associated with data mart Resource (Filter)
OBS Resource Filter Browse OBS_BROWSE_FLT_RES List of OBS units associated with Resource (Filter)