Configuring Project Management

Business Administrators can configure triggers and some parameters for Project Management in 3DSpace Control Center. You can configure other parameters (properties) not described through the Project Management app, as described in the Project Management Administration Guide.

  1. Open the Collaborative Spaces Configuration Center widget. For more information, see Widgets to Configure Content and Business Rules.
  2. You can configure these triggers:

    Parameter Name Trigger Names Trigger Revisions Default
    Prevent demotion of completed tasks PolicyProjectTaskStateCompleteDemoteCheck PreventDemoteFromComplete Inactive
    Auto-promote tasks based on deliverable maturity TaskStateActiveDeliverablePromoteAction

    TaskStateAssignDeliverablePromoteAction

    TaskStateCompleteDeliverablePromoteAction

    TaskStateReviewDeliverablePromoteAction

    		 autoPromoteTask Inactive
    Enforce planned task dependencies

    PolicyProjectReviewStateCreatePromoteCheck

    PolicyProjectReviewStateReviewPromoteCheck

    PolicyProjectSpaceStateAssignPromoteCheck

    PolicyProjectSpaceStateReviewPromoteCheck

    PolicyProjectTaskStateAssignPromoteCheck

    PolicyProjectTaskStateReviewPromoteCheck

    		 CheckDependency Inactive

  3. To prevent demotion of completed tasks, set the following expression: 

                DPM_EnforceMandatoryTasks
    If set to TRUE, the following operations are not allowed:
    • Deleting mandatory tasks
    • Marking for deletion of mandatory tasks
    • Cutting and pasting of mandatory tasks

    In addition to these restrictions, if a project is created from a project template with mandatory tasks, and the expression is set to TRUE, the tasks cannot be changed to optional.