Program hierarchy?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-28-2019 08:55 AM
We're looking into the possibility of doing a program hierarchy within the PPM suite. The requirement, as currently stated is: "we want programs within programs under a single portfolio."
There is a field available in the pm_program table called "top_program", which is as you might expect a self-reference to the pm_program table.
Under this scenario we would want to make the top_program field available for some limited subset of users (probably portfolio managers) to create these nested programs. So the top_program field would have to be exposed for at least one view.
In addition we'd want to add a related list of programs, for those top_programs to be able to list/display the programs contained within it.
All of this is pretty straight forward, with one possible exception. For some reason, the top_program column is read only in a clean OOB instance (checked in new Madrid developer instance).
So the question is this: Does anyone know of a good reason why the top_program would be read only in an OOB instance? And then the follow-on to that is, does anyone have any idea of the long term implications of changing that field from read only to writable?
My suspicion is that some of the portfolio/program roll-up reporting will not take into account that there's a program parent/child relationship. I'll be testing this to the extent I can.
Any thoughts? Anyone out there given this a try? We'd really like to make this a reality but don't want to regret making the changes to implement it. Would appreciate any help or discussion on the topic. Thank you.
- Labels:
-
Project Portfolio Management
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-28-2019 01:16 PM
Hi Elewis33 . . .
Well, interestingly enough . . . Top Portfolio is related to Portfolio, and Top Program is related to Program.
When you create a NEW Program . . . you can see that the "Top" fields are populated with the content you enter into Portfolio and Program.
The way you can see this: Hamburger icon ==> Configure ==> Form layout . . . and then, select these 2 additional fields to place on the Program screen. Yes, these 2 fields are grayed out. But, when you enter content in the other fields, followed by "Save", you'll see these fields are populated by the content entered in Program and Portfolio.
And, "No", after you create this initial, NEW Program . . . you can NOT make changes to the Program and Portfolio fields . . . thinking that the Top Program and Top Portfolio fields would NOT get changed. Unfortunately, their content is not preserved . . . and they reflect your updates made to the two fields: Program and Portfolio.
So, you'll need to find another solution for a "hierarchy"; UNLESS, ServiceNow has done something more in their New York release, which allows these fields to be much more functional: like Hierarchy-type viewing.
Take Care,
John W
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-28-2019 02:39 PM
Hmmm... I was able to configure the form to display the top_program field, and change the read_only attribute (turn off read only) and set the top program value to something other than the program I was editing. So either I'm misunderstanding your answer or we're testing different things.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-29-2019 06:16 AM
I was demonstrating the OOB behavior for these two fields. Now, that you turned off "read only", you should be able to create your hierarchy via reporting, and/or leveraging a Cascading Filter widget.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎08-29-2019 07:47 AM
Ok. My question stated as much and is specifically directed at the question of why it might be read-only OOB? And would there be undesirable consequences of turning off the read-only flag?
Anyone else have any thoughts or experience with this situation?