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DEVELOPERS FORUM - Exporting a project

biztram - Friday, July 5, 2013 7:14 AM:

Hey,

sorry for my third new thread in a short time span.

This should be a question to handle my requirements in general.

My task is to export a whole project with attachments. The export file format could be e.g. html or word maybe in a zip-file.

What is the easiest way to provide this? Do i have to write a new method?

Unfornutaley the PDX Export Tool from Minerva is only for aras subscribers.


Thank you!
bitzram



CycleOp - Friday, July 5, 2013 3:51 PM:

Hello Bizram,

 

At CycleOp we have developed this utility exactly. We export projects zipped with all relevant files, and it is fully customizable.

Feel free to contact me at [email protected] for more details.

 

Sagi Tikotski

 



biztram - Thursday, July 25, 2013 9:37 AM:

Hello everyone,

i will try to specify my problem:

I just need 3 html Files out of a project.

1. The "project tree" as it is generated by clicking on the button "Show Gant chart"

2. "Process Planner" as it is generated by clicking on the button "PFD report (sort)"

3. ".png" attached as a File to a Document, exported by the button "Check out for "File" to directory"


All files are linked (attached) to one project. Is it very complicated to write a method for exporting the 3 files with one button-click?

I guess i need to know first the methods behind the mentioned 3 button clicks above?


I would really appreciate any kind of ideas or help.

Thank you!
biztram



Brian - Thursday, July 25, 2013 10:21 PM:

Hi Biztram,

It isn't that complicated to write code to export the information you are after but you will have to understand the relationships between the data you are trying to export.

The Project data is moderately complicated.

Item type Project has a property wbs_id. This is the link to the summary WBS Element in the project.

WBS Element is linked to other WBS Elements via the Sub WBS relationship and also to the Activity2 and Deliverable Item types through other relationships.

The Sub WBS relationship is recursive so you can link many levels of WBS one to the next and any of them can have Activities and Deliverables.

So you could write code that starts at the Project, gets the WBS Element relating to the project wbs_id and then write a recursive function to walk the tree down to the bottom leaf nodes of the project and write all of this as xml in a file or whatever,

The Process Planner report is not part of the normal Project relationships. If you have a Process Planner associated with your Project then you can find it via the appropriate relationship. Once you have the Process Planner id then you can run the same query as the Process Planner report. You can get access to this query by looking at Administration | Reports | and search for *pfd*. Open this report and you will have access to the Query and xslt stylesheet used to create the report.

Have a look at the API Reference for "Vault Applet" to understand what you can do with File checkout on the client side.

Hope this helps,

Brian



biztram - Sunday, July 28, 2013 9:08 AM:

Hi Brian,

thank you very much for your detailed answere. I am going to try it and let you know if i was successfull.

Thank you!

bitzram



neges - Tuesday, July 30, 2013 9:54 AM:

Hi Brian,

I work on a visual basic tool to get the project tree and some information from it, like the deliverables.

Currently I get the project and its related wbs_id. Now I have some problems to go on. How can I get the related WBS Elements and their deliverables from the parent wbs element ? Du you have some more tips for me? Can you tell me, where i find some documentation stuff for this wbs elements?

regards,

matthias

 

 

 

 

 



Brian - Tuesday, July 30, 2013 8:06 PM:

Hi Matthias,

As I said in the earlier post the wbs_id points to a WBS Element item.

This has a "Sub WBS" relationship to other WBS Element items so you need to be retrieving these Sub WBS relationships that will give you the related_id for the next level of WBS Element.

You will want to write a recursive method that starts from the top WBS Element and works all the way down the tree.

Have a look at the WBS Element item type to see what other relationships there are that you will want to retrieve on the way.

This project on the community site: http://www.aras.com/projects/project-view.aspx?id=3EEBCD309FE249B5BB2FEDB28D128FF0 has methods that can import and export projects. This will give you some idea on the structure of the projects.

Hope this helps,

Brian.