FAQs

1. How to add a new workflow to an existing application?

   Answer: The steps involved in adding a new workflow to an existing application are as follows:-

   1. Create the workflow (Refer to the section "Tri2 Project Creation" for querying the application and appending a new workflow).
   2. Open Import/Export Frame and copy the Node type from existing workflow state and paste on the newly created workflow state (Refer to the topic, Copying Nodes to the Workflow States, in section "Updating Project Plan")
   3. Navigate to Triniti Project Management Application????? Setups????? Project Native Tasks Setup Report.

      Select the required Project.

   

   Figure 1

   Select the Role for each state in the process.

   Select Start Date and Finish Date for each state in the process.

   Enter the Duration for each state and update the report.

   

   Figure 2

2. Is there a way that I can re-assign the job/task to myself?

   Answer: Yes, a task/job can be re-assigned to any resource (including you) in Manager View for Project Tasks report.

3. How does the workflow move from one state (a) to another (b)? I think it is by updating the Days Remaining to 0. Is there any other way?

   Answer: ISSUE (Workflow instance) can be moved from one state to another by updating the days remaining to 0 in the first state. There is no other way.

4. If ISSUE is in state (b), user finds an issue, how can he send it back to previous state (a)?

   Answer: User can move the ISSUE to any other state by selecting a state (other state name) in the "Re-assign to Next Task" field and commit the data. In this way, user can select previous state name in this field and commit the data for moving the ISSUE to previous state.

5. What are the roles of 'Comments' and 'Manager Comments'? How do they differ?

   Answer: Comments are entered by the resource who is working on the task. Manager Comments are entered by the person who has "Manager View for Project Tasks" report access. Resource can view manager's comments, but cannot update, in the same way, Manager can view comments, but cannot update.

6. If user needs to enter a comment on an issue which is now not in his/her state (e.g. it is in DEV state) then where should he/she enter comment?

   Answer: Resource can enter comments for an ISSUE task in any status (STARTED, PENDING, NOT STARTED, COMPLETED) in "Comments" field. If ISSUE is not assigned to resource in any state then he/she cannot enter comments for that issue. Last updated comments are visible in all the states.

7. How can an issue be CANCELLED or put on HOLD? Who can do that?

   Answer: HOLD status is not yet implemented; but PENDING status can be set to the ISSUE by providing the PREDECESSOR information (ISSUE NUMBERS separated by ",") in "Predecessor(s)" field in "Manager View for Project Tasks" report.

   ISSUE can be CANCELLED or INACTIVE from the workflow by the person who has workflow visibility access. Access to this workflow is given by the TRI2 Administrator based on request.

8. How to create a new project in TRI2?

   Answer: The following things should be done in order to create a new project in TRI2:

   1. Create a master project plan for the required project.
   2. Save the master plan in XML format.
   3. Upload the xml file in "Upload Project Plan" state of Triniti Project Management- Project Creation Workflow.

   

   Figure 3

   1. Configure and Create Project for required processes in "Configure and Create Project" state.
   2. Configure Native Tasks and Role/Users in "Role/User Setups" state.
9. Unable to upload Master Plan into Tri2. After selecting Upload Project Plan state of a Project Creation workflow and clicking on the Build button, a screen is launched. However, on clicking Upload File icon, the screen is filled with some data in large. It did not popup the dialog box to upload the xml file. What is the problem?

   Answer: It seems popup blocker is enabled on your browser. Can you please check? When you click on the Upload File icon, it should popup html dialog to upload Master Plan XML file.

10. MS Project is not showing proper durations for the tasks in Execution Plan?

    Answer:

    1. Execution Plan should be opened in Prochain installed MS Project only, otherwise it shows incorrect task durations.

    2. And Default Options or Project Options under Prochain Scheduling menu, should check "Use XML input" in Others tab

    Note: Reporting Plan should be opened in MS Project without prochain, otherwise it shows incorrect high level task information.

11. Unable to see the required Resource name in the LOV @ Project Role Users Setup?

    Answer: If the resource is not assigned to the given Role or resource/user has elapsed Effective End Date, then Resource will not be visible in Project Role Users Setup LOV. So, Check the following:

    1. Resource/User should have correct Effective End Date in Users

    2. Resource/User should have correct Role Assignment

12. I am using Windows 7 and Prochain installed MS Project, but I am unable to do Prochain Scheduling, it says Unable to locate XML file?

    Answer: When Prochain Scheduling is selected on a execution plan, if "Use XML input" field is checked in Default Options / Project Options dialog's Others tab, then it automatically creates pctemp.xml file in Prochain directory. By default Windows 7 won't permit programs to create files in the local file system, so we must provide write permission to prochain directory.

13. How to include Issue Number and Issue Title in Notification subject and message?

    Answer: The following tokens can be used in the notification subject and message, which can replace with actual values at the time of execution:

    Token	Replaces with
    $SG_TRI2_ENTITY.IA_ISSUE_NUMBER$	Issue Number
    $SG_TRI2_ENTITY.IA_ISSUE_TITLE$	Issue Title
    $INSTANCE_OWNER$	Who created the issue - this token can be used in To User field in the Notification configuration

14. How to assign a task to the person, who created the issue and how to configure notification to that person?

    Answer: Assign a task to the person, who created the issue, can be done in Project Role Users Setup in Project Creation/Updation Process or Setups->Project Role Users in MPP Integration by setting INSTANCE_OWNER in User/Resource field.

    And $INSTANCE_OWNER$ token should be used in To User field to configure notification to the person, who created the issue.