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Financial Summary - Plan of Record

Advisor

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

5 REPLIES
Honored Contributor

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

-- Remember to give Kudos to answers! (click the KUDOS star)
Advisor

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?

Honored Contributor

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

-- Remember to give Kudos to answers! (click the KUDOS star)
Advisor

Re: Financial Summary - Plan of Record

my email ID : mdivya14@gmail.com

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Advisor

Re: Financial Summary - Plan of Record

Hi Utkarsh,

 

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