Create a Projects Custom Object

This example shows how to create a projects custom object using Application Composer. You can create:

• An entirely new object (work area) to capture additional business requirements for your organization.

• A child object under an existing standard object or the newly created custom object.

This table contains a summary of key decisions.

Decision to Consider	In this Example
Why you need a custom object?	To track data for an object that isn't delivered with Oracle Project Portfolio Management Cloud. To capture and track risks using the new Project Risk object.
Which users will have access to the custom object?	Decide which users should have access to custom object and whether it maps to existing roles the users have or if you need to create a new custom role. In this example, the implementor will get access to the new object to illustrate the capabilities.

Prerequisites

• You must be a project application administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) with the ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV privilege.

• You must create or select a sandbox and create custom object within it.

Custom Project Risk Object

Creating custom Project Risk object involves:

1. Creating the custom Risk object.

2. Adding pages to the custom Risk object.

3. Adding fields to the pages within the custom Risk object.

4. Adding action links to the pages.

5. Adding child objects and linking them to the custom Risk object.

6. Adding the custom Risk object to the Project Portfolio Management work area.

Creating a Custom Object

The following steps explain how to create a custom object named Project Risks.

1. Navigate to Tools > Configuration > Application Composer.

2. From the Application drop-down, select ERP and SCM Cloud.

3. Under Objects menu, click the Create icon next to Custom Objects.

4. Enter the information for your new object.

   Field	Field Value
   Display Label	Project Risk
   Plural Name	Project Risks
   Record Label Name	Project Risk Name
   Record Name Data Type	Text
   Prevent Duplicate Values	Enable
   Treat "ABC" and "Abc" as distinct values	Disable
   Object Name	ProjectRisk<yourinitials>. For example, ProjectRiskMP
   Description	As required

5. Click OK. The application creates the object. Note the Name as it is required to identify privileges and the API.

6. Select the Change Icon link to select an icon that will appear in the Navigator.

7. Select a display icon of your choice for the object.

Adding Fields to the Project Risk Custom Object

The following steps explain how to add fields to the Project Risks custom object.

1. Under Objects > Custom Objects > Project Risk, click Fields.

2. Click the Create a custom field icon.

3. Create the following fields. See the procedures in related links for creating fields.

   Field Name	Field Type
   Risk Number	Number
   Mitigate Date	Date
   Risk Description	Long Text
   Severity Values: Low, High, and Medium	Fixed Choice List
   Risk Percentage	Percentage
   Project Name	Text
   Escalated to Management	Check box
   Status Values: New, Working, and Resolved	Fixed Choice List

Creating an Action for the Project Risk Custom Object

1. Under Objects > Custom Objects > Project Risk > Actions and Links, select Pages.

2. Click the Create icon.

3. Enter the action information as mentioned in the following table.

   Field Type	Values
   Display Label	Review Risk Policies
   Name	Review_Risk_Policies
   Type	Link
   Description	Description for the Action Link.
   Source	URL
   Display Mode	New Window
   URL Definition	https://en.wikipedia.org/wiki/Project_risk_management

4. Click Save.

Creating Deep Link for the Project Risk Custom Object

The following are the steps for creating a deep link for the custom object to open a project. You can use similar steps to create a deep link a different element.

1. Under Objects > Custom Objects > Project Issues, click Actions and Links.

2. Click Create.
3. In the Depends On drop-down, select the name of the custom object on which you want to apply the deep link.
4. Enter the Deep Link information as mentioned in the following table:

   Field Type	Value
   Display Label	Link To Project
   Name	Link_To_Project
   Type	Link
   Description	A description for the deep link.
   Edit Script	def EditURL = "https://<Host Name>/fscmUI/faces/deeplink?objType=PROJECT_MANAGEMENT&&objKey=projectId=<ProjectId>&action=NONE"return EditURL;

   Note: Enter the hostname and project ID relevant to project that you would want to open using the deep link. For more information on components and formulation of deep links, see Deep Links for Project Management.
5. Click Save.
6. For the deep link object to appear on the UI, ensure:
   • The required landing and creation page layouts for displaying and handling the custom object are in place. For more information, see Application Pages for Custom Objects in the Configuring Applications Using Application Composer guide. To create or retrieve the custom object data, instead of the page layout, you can use the rest service. For more information, see Manage Custom Objects in the REST API for Oracle B2C Service guide.
   • The PPM object tag is added to the relevant display page.
   • The custom object page entry is linked to the structure of your application page. For more information, see Configure Links for Page Entries in the Configuring and Extending Applications guide.
   • The sandbox is published.

Creating Pages for the Project Risk Custom Object

1. Under Objects > Custom Objects > Project Risk, click Pages.

2. Click Create Default Pages.

3. In the Landing Page Layouts section, click the Default custom layout link.

4. Click the Edit icon next to the summary table.

5. Configure the summary table. Select the following fields and enable them to display in the summary table. Do not display the Risk Description by default.

   • Project Risk Name

   • Risk Number

   • Project Name

   • Status

   • Severity

   • Risk Percentage

   • Creation Date

   • Mitigate by Date

   • Risk Description (Hidden)

6. Configure the buttons and actions.

   • Toolbar

     • Create

   • Actions menu

     • Export

     • Update

7. Configure Mass Edit Fields

   • Mitigate by Date

   • Risk Percentage

   • Severity

   • Status

8. Click Save and Close.

9. Click Done.

10. In the Creation Page Layouts section, click the Default custom layout link.

11. Click the Edit icon.

12. Select the creation page fields:

    • Review Risk Policies- Link

    • Project Risk Name

    • Project Name

    • Risk Number

    • Status

    • Severity

    • Risk Percentage

    • Escalated to Management

    • Mitigate by Date

    • Risk Description

    • Risk Mitigation Strategy

13. Click Save and Close.

14. Click Done.

15. In the Details Page Layouts section, click the Default custom layout link.

16. Select the Edit icon for the main subtab and again select the creation page fields.

17. Click Save and Close.

18. Click Done.

Creating a Child Object for the Project Risk Custom Object

1. Under Objects > Custom Objects, click the Default custom layout link.

2. Click Create Child Object.

3. Enter the information for your new object.

   Field	Value
   Display Label	Risk Log
   Plural Name	Risk Logs
   Record Label Name	Risk Log Name
   Record Name Data Type	Risk Log Name
   Prevent Duplicate Values	Enable
   Treat "ABC" and "Abc" as distinct values	Disable
   Object Name	RiskLog<yourinitials>. For example, RiskLogMP
   Description	As required
   Parent Object	Project Risk
   Child Collection Name	RiskLogCollection

4. click OK.

5. Click OK and wait for the application to create the object.

6. Click the Change Icon link to select an icon for the child object that will appear in the Navigator.

7. Select an icon of your choice.

Adding Fields to the Risk Log Child Object

1. Under Objects > Custom Objects > Project Risk > Risk Log, click Fields.

2. Click the Create a custom field icon.

3. Create the following fields. See the procedures in related links to create fields.

   Field Name	Field Type
   Log Date	Datetime Field
   Log Entry	Text