Alternative Hierarchy Register Structure

Modified on Fri, 9 May at 10:31 AM

Alternative Hierarchy Register Structure

Change Overview

Establishment of an Alternative Hierarchy type of Register that enables a client to create alternative project structures which when linked to schedule tasks enable the pivoting of task data from the original project Gantt schedule structure to the AH Register defined multi-level structures. The AH Register records define the rows and the values are Gantt task cost data aggregated based on the register Task links.

Administration

The configuration pages under Admin | Configuration | Project Registers have been updated:

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Once saved a Register is created with three new System Fields:

Order: place in the hierarchy
Parent Id: parent-child hierarchical relationship
Level: level in the hierarchy based on parent-child relationship (system calculated)

Project Register

Adding alternative hierarchy register records requires the population of Order and Parent Id.

Order defaults to the highest order number plus 1 but can be overridden. If the order number entered is already used order column for the record with that number will be updated to that order number plus 1.

Parent Id is selected from a dropdown list of existing Parent Ids for a given project register.

Level is a system generated value based on the Parent-Child relationship.

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Example below is a representation of a five level SAP Project alternative hierarchy type register.

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Indent by Level

On creating parent and child records, the Description field will be indented by a fixed length on each level. This makes it easier to see the Hierarchy structure.

Prevent delete of parent records

If a user tries to delete a hierarchy register line item that has a child associated, they will get the following message on hover over of the bin icon. Record cannot be deleted as it has child records attached. The user must delete or move the individual child records before they can delete the parent.

Sorting parent/child records

Grid lists for registers of type Hierarchy are sorted by the Level parent / child hierarchy and displaying by Description in alphabetical order. This replaces ordering by the auto generated ID. When a hierarchy changes and a record Level is changed, all child levels are recalculated.

Upgrading

On the first upgrade all existing registers will be updated to reference a Standard register type under settings. Note that existing Standard registers cannot be changed to Alternative Hierarchy type registers.