Class Project

Description

Class contains the Project entity of the IT (CMDB) model solution.

Location and referencing

Location	Code	Name
Model	it	IT
Class	project	Project
Parent class
Child classes
Script object	OG.ClassDef.GetByCode(OGModel.Id, 'project') OG.ClassDef.GetByCode('it', 'project')

Columns

Overview of class columns (excl. system columns):

Code	Name	Type	Link information	Description
active	Active	True/untrue		Indicates, whether the project is Active and should be provided in the lists of references to Project.
added-ci	Added configuration items	Class link (multiple)	Configuration items	Configuration items that will be added by the project.
bus_mandays	Internal BUS cost (MD)	Integer		Internal business cost of the project in mandays.
category	Category	Class link (simple)	Project category	Project category.
cl_project	Changes - Within project	Revers class link (multiple)	Changes (revers)	Automatically created column.
cl_project_2	Incident - Project	Revers class link (multiple)	Incident (reverse)	Automatically created column.
cl_project_3	Risk log - Project	Revers class link (multiple)	Risk log (revers)	Automatically created column.
cl_project_4	WBS - Project	Revers class link (multiple)	WBS (reverse)	Automatically created column.
cl_project_5	Epic - Project	Revers class link (multiple)	Epic (reverse)	Automatically created column.
cl_project_6	Test plan - Project	Revers class link (multiple)	Test plan (revers)	Automatically created column.
cl_project_7	Project - Implementing opportunities	Revers class link (multiple)	Project (revers)	Automatically created column.
cl_project_8	Project impacts - Project	Revers class link (multiple)	Project impacts (revers)	Automatically created column.
cl_project-3	Project roadmap - Project	Revers class link (multiple)	Project roadmap (revers)	Automatically created column.
cl_project-4	Project year - Project	Revers class link (multiple)	Project resources (revers)	Automatically created column.
cl-project	Project - Depending on	Revers class link (multiple)	Project (revers)	Automatically created column.
cl-project-2	Task - Project	Revers class link (multiple)	Task (reverse)	Automatically created column.
cl-project-4	Work schedule - Project	Revers class link (multiple)	Work schedule (revers)	Automatically created column.
cl-project-5	Change request - Project	Revers class link (multiple)	Change request (RFC) (revers)	Automatically created column.
code	Code	Text		Code of the project to use in scripting or other references. It should not be changed.
criticality	Criticality	Colour		Project criticality.
datefrom	From	Date and time		Start of the project.
dateto	To	Date and time		End of the project
depending-on	Depending on	Class link (multiple)	Project	Other projects on which project completion is depending.
description	Description	Text		Project description.Long text.
external-cost	External cost (CZK)	Integer		External project costs.
ict-project-manager	ICT Project manager	User link (simple)	User	ICT Project manager
ict-resp-manager	Responsible ICT manager	User link (simple)	User	IT line manager responsible for the project.
implementing_ideas	Implementing ideas	Class link (multiple)	Project idea	Ideas, that the project is implementing.
implementing_opportunities	Implementing opportunities	Class link (multiple)	Project	Opportunities, that the project is implementing.
internal-cost	Internal IT cost (MD)	Integer		Internal IT cost of the project in mandays.
modified-ci	Modified configuration items	Class link (multiple)	Configuration items	Configuration items that will be modified by the project.
name	Name	Text		Project name.
parent	Parent entity	Class link (simple)	Parent project entity	Superior project entity to which project belongs (Portfolio or Program).
project_team	Project team	User link (multiple)	User	Project team.
project_type	Project type	Class link (simple)	Project type	Project type (Project - clasic, Project - agile, Small change, Line change, Opportunities).
removed-ci	Removed configuration items	Class link (multiple)	Configuration items	Configuration items that will be removed by the project.
sponzor	Sponzor	User link (simple)	User	Project sponsor.
stage	Stage	Class link (simple)	Stage settings	Project stage, in which the project is currently standing.
status	Status	Class link (simple)	Project status	Project status.
steering_committtee	Steering Committee	User link (multiple)	User	Steering committee of the project.
year	Year	Integer		Year of the project (for use with short term projects).

 

Rules

Code	Event type	Action type	Order	Description
set_pm_and_team_member	Before new record save	Start a script	10	Sets the first Stage according to the Project Type. If ICT Project Manager is not filled in, it will be set to the current user. Adds the current user to the Project Team.
background_new	Before existing record list display	Set formatting	10	Colour - New
backround_ongoing	Before existing record list display	Set formatting	20	Colour - Ongoing
create-tasks	After new record save	Start a script	30	Creates tasks for the delivery of artifacts according to the first Stage of the project.
background_closed	Before existing record list display	Set formatting	30	Colour - Closed
set_status_new	Before new record detail display	Set or calculate value	40	Sets the Status to New for a new record.
project-init	Before new record detail display	Start a script	50	Sets the Project parent entity for a new record.

Quick filter

In order users can easily filter the records some columns are selected for a Quick filter.

Buttons

Icon	Code	Name	Order	Description
	display_gantt	Display Gantt	10	Displays Gantt chart of the given project.
	display_portfolio	Display portfolio	20	Displayes project portfolio.
	to_...	To stage: ...	100 - 1500	It checks whether the Tasks related to the current Stage of the project have been completed, and if so, sets a new Stage for the Project and creates corresponding new Tasks for it to deliver the necessary Artifacts. There are several buttons ensuring the transition between individual Stages.

Master/detail relations

Code	Column	Placement	Bookmark name	Type
code_120	Task - Project	Below	Tasks	Reference to class
wbs	WBS - Project	Below	WBS	Reference to class
code_191	Work schedule - Project	Below	Work schedule	Reference to class
code_290	Changes - Within project	Below	Related changes	Reference to class
code_306	Project roadmap - Project	Below	Roadmap	Reference to class
code_307	Project year - Project	Below	Project years	Reference to class
audit	<Audit>	Below	Audit trail	Record archive
mandays_plan	Project	Below	Mandays plan	Reference to query
free_project_capacities	Project	Below	Free project capacities	Reference to query
risk_log	Risk log - Project	Below	Risk log	Reference to class
epics	Epic - Project	Below	Epics	Reference to class
test_plans	Test plan - Project	Below	Test plans	Reference to class
project_impacts	Project impacts - Project	Below	Project impacts	Reference to class
stage_control_gate	Task - Project	Below	Stage control gate	Reference to class

Potential improvements

You can improve the solution according to your needs. Here are some tips.

Add new columns

Add new columns, if you are going to need them.

Add buttons

Add new buttons to automate edits that you would otherwise make one at a time.

Set permissions based on organizational structures

If you need to separate the visibility of projects according to the users working on them, use Organizational Structures. You can use them to control permissions on individual records. You'll share a single project repository, but at the same time assign permissions only to the projects that users need to see.