Project Portal
Project Portal is an Experience Designer application and one of several applications that replace the Project Portal mashup.
A project user can use the Project Portal as a dashboard to view the number of active projects and open quotes, and to access detailed applications through provided links. This approach streamlines project management workflows and ensures that all necessary tools and information are easily accessible from one place.
The primary purpose of the Project Portal application is to serve as a centralized starting point for project management activities.
M3 Business Engine Configuration
M3 Project Management is required to run the Project Portal 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 Portal application:
| Function or API | Transaction | Comment |
|---|---|---|
| POS100MI | LstResultPerPrj | |
| POS100MI | LstProjPerCust | |
| POS100MI | SearchProject | Function search enabled for table BPROJS |
How to use the application
Use the application as the starting point to access all related applications that are included in the scope through links, as a replacement for the Project Portal mashup.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| Spotlight Item |
Component ID: SpotlightItem_PreliminaryProjects Purpose: Displays a count of the number of projects in status 05-19 M3BE data used: 'Project. Open' (POS100) Data services used: Dsp_PreliminaryProjects |
| Spotlight Item |
Component ID: SpotlightItem_ActiveProjects Purpose: Displays a count of the number of projects in status 20-79 M3BE data used: 'Project. Open' (POS100) Data services used:Dsp_ActiveProjects |
| Spotlight Item |
Component ID: SpotlightItem_ClosedProjects Purpose: Displays a count of the number of projects in status 80-89 M3BE data used: 'Project. Open' (POS100) Data services used: Dsp_ClosedProjects |
| Spotlight Item |
Component ID: SpotlightItem_OpenQuotes Purpose: Displays a count of the number of project quotations in status 10-40 M3BE data used: 'Project. Open' (POS100) Data services used: Dsp_OpenQuotes |
| Spotlight Item |
Component ID: SpotlightItem_FirmQuotes Purpose: Displays a count of the number of project quotations in status 60 M3BE data used: 'Project. Open' (POS100) Data services used: Dsp_FirmQuotes |
| Spotlight Item |
Component ID: SpotlightItem_ProjectTemplates Purpose: Displays a count of the number of project templates available M3BE data used: 'Project. Open' (POS100) Data services used: Dsp_FirmQuotes |
| Button Group |
Component ID: ButtonGroup_Initiation Purpose: Links to all applications included in the initiation and planning stage of a project |
| Button Group |
Component ID: ButtonGroup_Execution Purpose: Links to all applications included in the execution stage of a project |
| Button Group |
Component ID: ButtonGroup_Monitoring Purpose: Links to all applications included in the monitoring and controlling stage of a project |
| Button Group |
Component ID: ButtonGroup_FollowUp Purpose: Links to all applications included in the follow-up stage of a project |
| Chart |
Component ID: Chart_ProjectsPerCustomer Purpose: Displays number of project per customer M3BE data used: 'Project. Open' (POS100) Data services used: Chart_ProjectPerCustomer |
Links and bookmarks
This table shows the available links and bookmarks in the application:
| Link ID | Type | Purpose |
|---|---|---|
| Link_Checklist | M3 Bookmark | Open application |
| Link_InvoicePlan | M3 Bookmark | Open application |
| Link_ProjectTask | M3 Bookmark | Open application |
| Link_ProjectInformation | M3 Bookmark | Open application |
| Link_Scheduling | M3 Bookmark | Open application |
| Link_WBS | M3 Bookmark | Open application |
| Link_TimeReporting | M3 Bookmark | Open application |
| Link_FollowUp | M3 Bookmark | Open application |
| Link_ManageQuote | M3 Bookmark | Open application |
| Link_ManageProject | M3 Bookmark | Open application |
| Link_Overview | M3 Bookmark | Open application |
Conditional styles
This table shows the styling conditions applied to each component in the application:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| SpotlightItem_PreliminaryProjects | Condition_NPX1AV | SpotligtItem | Greater then 0 | Color and icon |
| SpotlightItem_ActiveProjects | Condition_BS9U1G | SpotligtItem | Greater then 0 | Color and icon |
| SpotlightItem_ClosedProjects | Condition_P9HWT7 | SpotligtItem | Greater then 0 | Color and icon |
| SpotlightItem_OpenQuotes | Condition_A1W2AR | SpotligtItem | Greater then 0 | Color and icon |
| SpotlightItem_FirmQuotes | Condition_ET0SG9 | SpotligtItem | Greater then 0 | Color and icon |
| SpotlightItem_ProjectTemplates | Condition_F5K7DP | SpotligtItem | Greater then 0 | Color and icon |