Project Checklist
Project Checklist is an Experience Designer application and one of several applications that replace the Project Portal mashup.
You can use the application to locate a project, review all associated checklists, update checklist details, or add new checklists as project requirements evolve. The application supports opening from other Experience Designer applications, where the relevant project is selected automatically to support a seamless workflow.
The primary purpose of Project Checklist application is to streamline and centralize the management of project-related checklists.
The application enables users to:
- View and manage checklists associated with specific project elements.
- Access detailed information for each checklist.
- Perform checklist operations efficiently such as add, update, copy, and delete.
- Integrate with other M3 applications through bookmarks and links for broader project management tasks.
M3 Business Engine Configuration
M3 Project Management is required to run the Project Checklist application.
See the Components section for details regarding specific configuration for each component.
Application authorization
To access and run the Experience Designer application, you must be authorized to the M3 Business Engine functions and API transactions used by the application.
This table shows the functions and transactions used by the Project Checklist application:
| Function or API | Transaction | Comment |
|---|---|---|
| POS105MI | AddChkList | |
| REFFLDMI | LstValueMap | |
| POS100MI | SearchProject | Function search activated for BPROJS |
| POS015MI | LstProjectMngrs | |
| POS001MI | LstProjElement | |
| POS105MI | CpyChkList | |
| POS105MI | DltChkList | |
| POS105MI | GetChkList | |
| M3_LIST_BPROJS | M3_01_01 | |
| POS105MI | LstChkLists | |
| POS105MI | UpdChkList | |
| POS105MI | AddChkList |
How to use the application
You can use the application as a standalone option by searching for a project and selecting a project in the index list, or you can open the application from another application.
When you open the application from another application, the selected project number in the first application is set as the default in the IndexList in the Project Checklist application.
The DataGrid lists checklists for the selected element in the search field. You can add, update, copy, and delete records in the application.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| IndexList |
Component ID: IndexList_Project Purpose: Lists all projects and categories in the userContext company and division M3BE data used: 'Project. Open' (POS100) Data services used: Search_Project |
| DataGrid |
Component ID: DataGrid_Checklist Purpose: Lists checklists for the selected element in the filter/select field M3BE data used: 'Project Element. Connected Checklist' (POS105) Data services used: Lst_Checklist, Dlt_Checklist |
| Form |
Component ID: Form_ChecklistDetails Purpose: Displays details for the selected checklist in DataGrid_Checklist M3BE data used: 'Project Element. Connected Checklist' (POS105) Data services used: Get_ChecklistDetails, Upd_ChecklistDetails |
Links and bookmarks
This table shows the available links and bookmarks in the application:
| Link ID | Type | Purpose |
|---|---|---|
| Link_PrjInformation | M3 Bookmark | Open other application |
| Link_PrjTasks | M3 Bookmark | Open other application |
| Link_ManageWBS | M3 Bookmark | Open other application |
| Link_PrjScheduling | M3 Bookmark | Open other application |
| Link_MngPrjQuote | M3 Bookmark | Open other application |
| Link_MngProject | M3 Bookmark | Open other application |
Dialogs
This table shows the dialogs that you can use in the application:
| Dialog ID | API program | Purpose |
|---|---|---|
| Dialog_AddChecklist | POS105MI_AddChkList | Add checklist |
| Dialog_CpyChecklist | POS105MI_CpyChkList | Copy checklist |
Conditional styles
This table shows the styling conditions applied to each component in the application:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| IndexList_Project | Condition_VWQKPU | PROJ | Note equal to BLANK | Colored and bold text |
| IndexList_Project | Condition_DVLUJ2 | POTK | Note equal to BLANK | Colored and bold text |
| IndexList_Project | Condition_KO3AMB | STAT | = 05-09 | Text |
| IndexList_Project | Condition_KO3AMB | STAT | = 10-19 | Text |
| IndexList_Project | Condition_KO3AMB | STAT | = 20-59 | Text |
| IndexList_Project | Condition_KO3AMB | STAT | = 60-79 | Text |
| IndexList_Project | Condition_KO3AMB | STAT | = 80-89 | Text |
| IndexList_Project | Condition_KO3AMB | STAT | = 90-99 | Text |