4 Working with Projects

This chapter contains the following topics:

4.1 Understanding Projects

In JD Edwards EnterpriseOne OMW, all development is performed within the context of a project.

By default, when you click Find on JD Edwards EnterpriseOne OMW, the project window displays all of the projects to which you are added in at least one role. The project list can become lengthy, and you might want to filter the list so that only certain projects appear. For example, if you have a Developer role on some projects, you might want to filter the list so that you view only those projects with a development status. You can filter by user, role, and status.

In addition to projects in which you have a role, you can also view any other projects in the system. You can search for projects based on a variety of criteria, including object. If you complete the filter fields in the project window before you perform a search, you can refine the search based on the information that you enter in the filter fields.

Note:

Searches are case-sensitive. When you complete fields, verify that you entered the search criteria using the commonly accepted spelling and case. If you receive no search results, try different capitalization or spelling.

4.2 Filtering and Searching for Projects

This section discusses how to:

  • Filter projects.

  • Perform project searches.

  • Search for projects by object.

4.2.1 Form Used to Filter and Search for Projects

Form Name FormID Navigation Usage
JD Edwards EnterpriseOne OMW W98220A In Solution Explorer, enter JD Edwards EnterpriseOne OMW in the Fast Path field˙. Work with JD Edwards EnterpriseOne OMW projects.

4.2.2 Filtering Projects

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, enter the role and complete the following fields in the project window:

    • User. This field is required. When you launch the JD Edwards EnterpriseOne OMW, this field displays your ID. You can also enter other user IDs in this field.

    • Status. The range that you enter is inclusive. To search for projects with a specific status, enter the status code in both fields.

  2. Click Find.

4.2.3 Performing Project Searches

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, select Advanced Search from the Form menu.

  2. If you entered a user ID on the previous form, the JD Edwards EnterpriseOne OMW Project Search and Select by Project User form appears, and you can limit the search by enter the user role and project status.

    To search for projects with a specific status, enter the status code in both fields. The range that you enter in these fields is inclusive.

    The JD Edwards EnterpriseOne OMW Project Search and Select form appears if you did not complete any of the filter fields in the project window. These fields are unavailable on the JD Edwards EnterpriseOne OMW Project Search and Select form.

  3. Enter the desired criteria in the Query by Example (QBE) columns, and then click Find.

  4. Select one or more projects, and then click Select.

    The projects that you chose appear in the project window.

4.2.4 Searching for Projects by Object

This search method places all of the selected projects in the project window.

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, select Search by Object from the Form menu.

  2. In JD Edwards EnterpriseOne OMW Project Search and Select by Object, enter the desired criteria in the Query by Example (QBE) columns, and then click Find.

  3. Select one or more projects, and then click Select.

4.3 Creating New Projects

You create new projects to use as containers for objects and users that are grouped for a specific purpose. For example, you can create separate projects for different system enhancements. Through logging, projects also enable you to track the evolution of objects within the project, as well as the project itself.

This section discusses how to:

  • Create new projects.

  • Add users to projects.

  • Remove users from projects.

4.3.1 Creating New Projects

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, click Add.

  2. In Add JD Edwards Object to the Project, click JD Edwards EnterpriseOne OMW Project, and then click OK.

  3. In Adding a Project, select how you want to create the project, and then click OK.

    The option to create a project using a SAR is valid when SAR integration is enabled. This form is unavailable if your system is does not use the JD Edwards SAR system.

  4. In Project Revisions, click the Summary tab, and enter a project ID.

    JD Edwards recommends that you use the following format when you name your projects:

    YYYzzzzz

    YYY is a company-specific code.

    zzzzz is a unique, five-digit number.

    For example, ABC00001 might be the name of a project.

  5. Complete the following fields:

    • Description

    • Type

    • Severity

    • Product System Code

    • Release

  6. Click the Dates tab, and then enter the planned completion date.

  7. (Optional) Click the Category Codes tab, and then enter category codes 1 through 10.

  8. Click the Attachments tab, and then add optional text comments to document the new project.

  9. Click OK.

4.3.2 Adding Users to Projects

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, click the project to which you want to add the users.

  2. Set up a list of users to add to the destination project by performing a search using the Search tab in the information window.

  3. In the search form, select the user to be added to the destination project.

  4. Verify that the owner's node in the destination project in the project window is highlighted. If it is not highlighted, click it.

  5. With the user to be added highlighted, click the Add Object or User to Project button in the center column.

  6. In Add User to Project, enter the role and lead, and then click OK:

    Note:

    To add a user in more than one user role, repeat the add user procedure and select a second user role for the same user. Different functions are enabled for different user roles, according to their allowed (user) actions. These actions are configured by the administrator for your project using the configuration program of the JD Edwards EnterpriseOne OMW.

4.3.3 Removing Users from Projects

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, select a user in the project window.

  2. Click the Remove Object or User from Project button in the center column.

Note:

Removing a user from a project does not delete the user from the system.

4.4 Changing Project Properties

This section provides an overview of project properties and discusses how to change project properties.

4.4.1 Understanding Project Properties

You can view and modify the following properties of any project that you select:

  • Description

  • Type

  • Severity

  • Product system code

  • Release information

  • Start date

  • Planned completion date

  • Category codes

  • Text attachments

4.4.2 Changing Project Properties

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, click a project, and then click Select.

    You can also click the Design button in the center column.

  2. In Project Revisions, click the Summary tab, and then revise the information in the following fields:

    • Description

    • Type

    • Severity

    • Product System Code

    • Release

  3. Click the Dates tab, and then revise the start date and the planned completion date.

  4. (Optional) Click the Category Codes tab, and then revise category codes 1 through 10.

  5. Click the Attachments tab, and then add optional text comments to document the project.

  6. Click OK.

4.5 Advancing Projects

This section provides an overview of project advancement, lists prerequisites, and discusses how to advance projects.

4.5.1 Understanding Project Advancement

After development is complete for all objects in a project, the status of the project must be advanced to send the project through the development cycle. Changing the status of a project might affect the allowed actions of certain roles.

JD Edwards EnterpriseOne OMW can be configured to enable users, based on their roles, to perform specific actions when a project is at a specific status. For example, a user who is assigned to a project in the role of developer might be able to perform the following actions before the project is advanced: check out, design, and check in. However, after the project is advanced to the next status, a developer might not be able to perform any actions at all.

Changing the status of a project can also initiate actions, such as transferring objects in the project and deleting from the system objects that have been marked for removal. You cannot advance a default project.

4.5.2 Prerequisites

Before advancing projects:

  • Ensure that all of the objects in a project are checked in, including objects in projects that will inherit a token.

  • In SAR-based systems, ensure that you complete all required SAR fields.

4.5.3 Advancing Projects

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, click the project to be advanced.

  2. Click the Advance Project button in the center column.

  3. Click the field labeled >>>, and then enter the desired project status.

    Your choices are limited, based on the current status of the project and on your company's specific procedures, which are defined in the JD Edwards EnterpriseOne OMW Configuration application.

    Note:

    Select the Validate Only option to validate the status change without actually advancing the status of the project. This option enables you to verify that the project is valid before attempting any object transfers. Any projects that are linked to it through token inheritance are validated at this time as well.
  4. Check for dependencies, if applicable.

    When you advance a project, you can use the Check Dependency feature to determine whether the project contains objects that can be rolled up when an ESU is created. If the system finds a rule violation, the project is not transferred.

  5. Click OK.

    If you did not select the Validate Only option, the system advances the project status and initiates any required object transfers and deletions. Otherwise, the system validates only the project status.

    Use the JD Edwards EnterpriseOne OMW logging system to view any errors that occurred during the status change. If you cannot advance the project, verify the following:

    • All of the objects in the project are checked in, including objects in projects that inherit a token.

    • If you are using a SAR system, you have completed all of the required fields in the SAR.

4.6 Adding Existing Projects to a Project

In addition to objects and users, projects can contain other projects. You can add a project to a project or, if the target project and the project to be added both appear in your project window, you can move the project to be added under the target project using drag-and-drop. The methods for adding and moving projects are identical to the methods for adding and moving objects.

See Working with Objects.

4.7 Deleting Projects

This section provides an overview of project deletion and discusses how to delete projects.

4.7.1 Understanding Project Deletion

When you delete a project, the system removes all objects and owners from the project. The project is then completely deleted from the system.

If you delete a project that contains objects that are checked out, the system erases the check out for each object before deleting the project. If the project holds any tokens, the system releases them as well.

4.7.2 Deleting Projects

Access JD Edwards EnterpriseOne OMW.

  1. In JD Edwards EnterpriseOne OMW, click a project, and then click Delete.

    The system confirms the deletion.

  2. Click OK in the Confirm Delete query.