Use link types and activity folders to clearly display the activities of your projects, teams and phases etc.
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
The use of activities as tasks or pending tasks can be expanded in different ways. With different link types, employees can get a clear overview of the activities of your projects, teams, phases, etc. in separate folders.
The following wrapper link types are specific enhancements for using activities as pendencies. The different container classes can be used to influence the presentation of activity lists in Vertec.
The Ocl expressions are based on the following links:
Classes | Member on activity | OCL to the activities |
---|---|---|
Project user (as collector) | capturing | ownactivities |
Project user (as responsible) | Responsible | pendActivities |
User Entry (all entries) | Entries | Activities |
project | project | ProjectActivities |
phase | phase | phasesActivities |
address | address entry | AddressActivities |
Please note that for the following link types, the options Show containers and Always show containers on the From page (top) are disabled. This is important, because otherwise you will suddenly see many subfolders on the individual activity that are not needed there.
Shows all open (pending) activities of projects where the logged-in user is the project leader.
Shows all open (pending) activities of the phases for which the user is registered as responsible.
There are different ways to show team activity, depending on whether an employee is a team leader, a member of a team, or both.
The starting point is the following link type. Changes are made by the after-name and the after-expression.
Sub-designation | Post-expression |
---|---|
Activities Team as a member | teamleiter.team.pendaktivitaeten |
Activities Team as a member (incl. team leader) | teamleiter.team.pendaktivitaeten->union(teamleiter.pendaktivitaeten) |
Activities Team as team leader | team.pendaktivitaeten |
Activities Team as team leader (incl. team leader) | if team->size > 0 then team.pendaktivitaeten->union(pendaktivitaeten) else ''.stringtolist.oclAsType(Aktivitaet) endif |
Requires the activity type Milestone.
The example shows a Documents subfolder per project, which lists all activities belonging to the project that have a document attached.
The subfolder Documents appears on the project. By right-clicking in the list, the documents or the document storage can be opened:
Instead of using link types and activity folders, you can also create SQL folders that filter the activities accordingly. Below are two examples.
Create a SQL folder with the following properties:
(zustaendig in (select bold_id from projektbearbeiter where kuerzel = '\1') or zustaendig in (select teamleiter from projektbearbeiter where kuerzel = '\1' and teamleiter <>-1) or zustaendig in (select bold_id from projektbearbeiter where teamleiter in (select teamleiter from projektbearbeiter where kuerzel = '\1' and teamleiter <> -1)) ) AND (erledigt=(CASE WHEN \2=1 THEN 0 ELSE erledigt END))
Create a SQL folder with the following properties:
(zustaendig in (select bold_id from projektbearbeiter where kuerzel = '\1') or zustaendig in (select bold_id from projektbearbeiter where teamleiter in (select bold_id from projektbearbeiter where kuerzel = '\1'))) AND (erledigt=(CASE WHEN \2=1 THEN 0 ELSE erledigt END))