Scenarios → Tracking Budget Reallocations Between Projects → Adding a Dependency Type

Adding a Dependency Type

DEFINITIONS FOR DEPENDENCY TYPE, DEPENDENCY CONTROL AND FORMS.

Add Dependency Type

Once your attributes are created, you create the dependency type. This is done in the Administration module, on the Dependency Types tab of the Configurations View. Name the dependency Budget Transfers and use a summary view for requests. The source and target should be the same item type. For each attribute, ensure that the Roll up to source checkbox is enabled.

To add a dependency type

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the Types Setup tab.
  4. Select the Dependency Types tab.
  5. Click New New.
  6. Name the dependency and choose an icon to represent this dependency type.
  7. From the Request View drop-down, select the named summary view in which a new dependency of this type will appear. The default request view is Summary.
  8. From the Source list, select one or more item types that can be used as a source for this dependency type.
  9. From the Target list, select one or more item types that can be used as a target in this dependency type.
  10. In the Attributes tab, move the attributes that you want to associate with this dependency type to the right column. Choose Roll Up to Source to roll-up data from the dependency type to the selected source item types. Choose Roll Up to Target to roll-up data from the dependency type to the selected target item types.
  11. In the Source tab, move the attributes that you want to associate with this dependency type to the right column. Data associated with these attributes will be read-only when viewed.
  12. In the Target tab, move the attributes that you want to associate with this dependency type to the right column. Data associated with these attributes will be read-only when viewed.
  13. Click Save Save.

Configure Dependency Control

When you put a dependency on a form in the View Designer view, you must configure the dependency controls by specifying the dependency type, which attributes are to be displayed, and whether the attributes come from source or target side of the dependency. In this example, the Project Summary view contains two dependency grids and four of the attributes created earlier.

Use the summary view for the item type for which you are adding the ability to track budget reallocations.

To configure a dependency control

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the View Designer tab.
  4. Under View Layout, select the item type, its associated view, and the form on which the dependency will appear.
  5. Under Controls, click and drag the Investment Dependency control to the layout pane. Size and position the control as necessary.
  6. Under Properties, click the button for the Configuration attribute to open the Investment Dependency Configuration dialog box.
  7. In the Side drop-down, select Source or Target.
  8. In the Dependency Type drop-down, select the dependency type that will appear in the view. This list shows only those dependencies whose source or target includes the item type selected in the view layout.
  9. Move the attributes that you want to display in the view under Column Attributes.
  10. Click Save Save.
  11. Under View Layout, click Save Save.

Design Dependency Form

The item dependency control is added to a summary form for the Project item type. You need to create the summary form for the Dependency Creation dialog; essentially, this is the UI presented to users when they add a dependency to the grid.

To design a dependency form

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the View Designer tab.
  4. Under View Layout, click New New.
  5. Name the form and click OK.
  6. Click and drag the appropriate attributes and controls to the layout pane and modify their properties as necessary.
  7. Under View Layout, click Save Save.

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