Quantcast
Channel: Primavera Online Interaction » XER
Viewing all articles
Browse latest Browse all 97

prim20234:Deleted Expense Categories keep reappearing in Admin Categories

$
0
0
Solution ID: prim20234
Deleted Expense Categories keep reappearing in Admin Categories
Status: Reviewed
Version(s): 3.5, 3.5.1, 3.5.1, 4.0, 4.1



Problem: Expense Categories deleted through Admin / Admin Categories / Project Expenses reappear after a period of time.
Cause:

Deleted Expense Categories could be added back into the dictionary under the following conditions:


1. Some projects that contain the deleted  expense category  were checked out .  Subsequently, when the project is checked back in, the category was added back in to the dictionary.


2. Projects were exported prior to the deletion of the Expense Category and then imported back in to Project Management / Manager after the Expense Categories were deleted.   When the xer is imported back in to Project Management / Manager and the Import option to Update Existiing (default option) for Project Expenses is selected, the Expense Category will be added back in again.


3. Project created and/or activities imported via Project Architect that contain the deleted Expense Category

Fix: Note:  By design, when an Expense Category is deleted, all the Expense Category assignments are deleted as well.

To identify which projects contain the expense categories to be deleted, query the PMDB database through SQL PLUS(Oracle) or QUERY Analyzer(MSSQL) by doing the following:


1. Log in to SQL PLUS as admuser or privuser for MSSQL


2. Execute select * from costtype and identify the cost_type_id that corresponds to the cost_type that needs to be deleted.


3. Execute select * from projcost where cost_type_id = <cost_type_id from step 2>.  In this result set, you can identify which proj_id(s)  contain the Expense Categories that you wish to permanently delete.


4. Then query the PROJECT table to determine the project name(s) by executing select proj_short_name from PROJECT where proj_id = <proj_id from previous query>.   This result set will provide the Project ID (as seen through Project Management / Manager).  At this point, you can use Project Management / Manager to determine who has access to check-in / check-out or import into these projects.


If using xer imports to update projects or using Project Architect, follow the instructions below:


1. During the Import process, click Modify on the Update Project Options dialog box.



2. Select the Action to Keep Existing for Project Expenses.



Viewing all articles
Browse latest Browse all 97

Trending Articles