Set project task

A Set Project task has two functions. It (1) sets the current project for the following tasks in this execution of this workflow, or (2) changes the project on a record to the specified project. Projects are described in "Projects".

The form for a Set Project task depends on selections made in the first section.

The properties form for a Set Project task is organized into one, two, or three sections, depending upon selections made in the first section. Here are descriptions of the fields in the first section:
Label
This is the label used to identify this task. This field's text appears on the shape in the drawing that represents this workflow task. Use the standards in Workflow naming conventions.
Description
A description of this task goes in this field.
Under these fields are four radio buttons:
Set Workflow Project to Company Level
If this radio button is selected, this task will cause the Company Level project to be the current project. The Company Level project is the top level project and includes all other projects.
Set Workflow Project from Record
If this radio button is selected, the current project will be set to the project associated with the record specified in the Project Record section of this form. If the record specified in the Project Record section is from the triProject module, the current project will be set to the actual record found.
Change Project for Records to Company Level

If this radio button is selected, the project on the records specified in the To Records section of this form is changed to the Company Level.

If an affected record has children and the RECORD_PROJECT_CONTAINMENT property in TRIRIGAWEB.properties is set to Y, the children are put in the Company Level, and the children's children, and so on.

If an affected record has children and the RECORD_PROJECT_CONTAINMENT property in TRIRIGAWEB.properties is set to N, the project for the children is not changed. Only the record's project is affected.

For information about the properties files, see the IBM® Maximo® Real Estate and Facilities: Installation and Implementation Guide.

Change Project for Records from Record

If this radio button is selected, the project on the records specified in the To Records section of this form will be set to the project associated with the records specified in the From Record section of this form. If more than one record is pulled from the From Record section at runtime, the system uses the first record pulled.

If an affected record has children and the RECORD_PROJECT_CONTAINMENT property in TRIRIGAWEB.properties is set to Y, the children are put in the Company Level, and the children's children, and so on.

If an affected record has children and the RECORD_PROJECT_CONTAINMENT property in TRIRIGAWEB.properties is set to N, the project for the children is not changed. Only the record's project is affected.

For information about the properties files, see the IBM Maximo Real Estate and Facilities: Installation and Implementation Guide.