Automate

​Hello,

We are integrating a new company code and one step is to set up WBS elements on existing projects. Our projects have level 2 elements for each participating company, and then level 3 breaks down the type of work involved. This means that there might be one level 3 element on one project and 20 on another.

I can record a script to do this using the project structure block on the left hand side in CJ20N, clicking on an existing level 2 element and then include (Office/segment - which is our description for L2). When I run the script it doesn't work, and when I try to debug the left hand side is missing completely.

Some recommendations I've seen - restore the LHS using CTRL right - again work in my own system but not in debug. The LHS just doesn't seem to be there at all. I have also tried CJ20 and CJ2D in our test system and these are both missing some customized fields which I need to change to get the new WBS elements to work without a validation error.

Does anyone have any top tips?
Many thanks
Damian

------------------------------
Damian Prendergast | Group Finance Manager, Projects & Systems
Linklaters LLP
damian.prendergast@linklaters.com
------------------------------

Hi Damian

It's much simpler to automate in one of the non-"workbench" t-codes, like CJ20N. 

With CJ20, you can pass in the project and even the WBS element you want to work with.   That puts you directly where you want to do the work.

If working with multiple WBS elements, you can do a find.  To find a particular WBS element

1. go to the basic data tab ( you only have to do this for the first one)
2. click to expand all of the levels (you only have to do this for the first one)
3. click in the WBS element column
4. click the binoculars on top 
5. 
6. enter the WBS element you want to find and click position
7. 
8. It moves the WBS element you find to the first row and you can then work with it, changing values, going to details,etc.
9. 

I'm attaching an example I created a few months ago and may have previously posted.

If you only need to find one or two wbs elements, it's easiest to pass in the wbs element into cj20 to work with the single row:

your WBS will always be the first row.


Hope this is help.

Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle North America
------------------------------

Original Message:
Sent: 05-16-2019 06:47
From: Damian Prendergast
Subject: CJ20N - add new level 2 WBS elements based on current ones

​Hello,

We are integrating a new company code and one step is to set up WBS elements on existing projects. Our projects have level 2 elements for each participating company, and then level 3 breaks down the type of work involved. This means that there might be one level 3 element on one project and 20 on another.

I can record a script to do this using the project structure block on the left hand side in CJ20N, clicking on an existing level 2 element and then include (Office/segment - which is our description for L2). When I run the script it doesn't work, and when I try to debug the left hand side is missing completely.

Some recommendations I've seen - restore the LHS using CTRL right - again work in my own system but not in debug. The LHS just doesn't seem to be there at all. I have also tried CJ20 and CJ2D in our test system and these are both missing some customized fields which I need to change to get the new WBS elements to work without a validation error.

Does anyone have any top tips?
Many thanks
Damian

------------------------------
Damian Prendergast | Group Finance Manager, Projects & Systems
Linklaters LLP
damian.prendergast@linklaters.com
------------------------------

Original Message------

Hi Damian

It's much simpler to automate in one of the non-"workbench" t-codes, like CJ20N. 

With CJ20, you can pass in the project and even the WBS element you want to work with.   That puts you directly where you want to do the work.

If working with multiple WBS elements, you can do a find.  To find a particular WBS element

1. go to the basic data tab ( you only have to do this for the first one)
2. click to expand all of the levels (you only have to do this for the first one)
3. click in the WBS element column
4. click the binoculars on top 
5. 
6. enter the WBS element you want to find and click position
7. 
8. It moves the WBS element you find to the first row and you can then work with it, changing values, going to details,etc.
9. 

I'm attaching an example I created a few months ago and may have previously posted.

If you only need to find one or two wbs elements, it's easiest to pass in the wbs element into cj20 to work with the single row:

your WBS will always be the first row.


Hope this is help.

Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle North America
------------------------------

Hi Sigrid,

Thanks again for your suggestion. The reason I wanted to use CJ20N is that we have added various custom fields to this transaction and some have mandatory validations. From the naming convention I assume CJ20 is an older version and it's a transaction we don't use, so it's not configured for our (mandatory) custom fields. I can't see any way to bring them in, and they're obviously not in your standard script.

I am replying inline in case anyone in the community has any suggestions, but I'll also forward this on to Support.

Many thanks
Damian

------------------------------
Damian Prendergast | Group Finance Manager, Projects & Systems
Linklaters Business Services damian.prendergast@linklaters.com
------------------------------

Original Message:
Sent: 05-19-2019 14:51
From: Damian Prendergast
Subject: CJ20N - add new level 2 WBS elements based on current ones

Hi Sigrid,

 

Many thanks for your reply. I will give this a go.

 

Regards,

Damian

 

Damian Prendergast  |  Group Finance Manager, Projects and Systems  |  T +44 20 7456 4449  |  M +44 7900 161154  |  Linklaters LLP  |  London

 

 

Original Message------

Hi Damian

It's much simpler to automate in one of the non-"workbench" t-codes, like CJ20N.

With CJ20, you can pass in the project and even the WBS element you want to work with.   That puts you directly where you want to do the work.

If working with multiple WBS elements, you can do a find.  To find a particular WBS element

1. go to the basic data tab ( you only have to do this for the first one)
2. click to expand all of the levels (you only have to do this for the first one)
3. click in the WBS element column
4. click the binoculars on top 
5. 
6. enter the WBS element you want to find and click position
7. 
8. It moves the WBS element you find to the first row and you can then work with it, changing values, going to details,etc.
9. 

I'm attaching an example I created a few months ago and may have previously posted.

If you only need to find one or two wbs elements, it's easiest to pass in the wbs element into cj20 to work with the single row:

your WBS will always be the first row.


Hope this is help.

Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle North America
------------------------------

Hi Damian
It may be possible to record actions in CJ20N.  If it's something simple, STANDARD recording mode may work.  A tip - try to find ways to navigate to where you need to be in a project without requiring double clicks in the navigation window on the left.  For example, click Open and then enter the project name and/or WBS, don't double click on a list of saved projects

If that doesn't work, you could try BATCH mode, but you will likely need GUI scripting mode.

Hope that helps,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle North America
------------------------------

Original Message:
Sent: 05-23-2019 06:03
From: Damian Prendergast
Subject: CJ20N - add new level 2 WBS elements based on current ones

Hi Sigrid,

Thanks again for your suggestion. The reason I wanted to use CJ20N is that we have added various custom fields to this transaction and some have mandatory validations. From the naming convention I assume CJ20 is an older version and it's a transaction we don't use, so it's not configured for our (mandatory) custom fields. I can't see any way to bring them in, and they're obviously not in your standard script.

I am replying inline in case anyone in the community has any suggestions, but I'll also forward this on to Support.

Many thanks
Damian

------------------------------
Damian Prendergast | Group Finance Manager, Projects & Systems
Linklaters Business Services damian.prendergast@linklaters.com

Original Message:
Sent: 05-19-2019 14:51
From: Damian Prendergast
Subject: CJ20N - add new level 2 WBS elements based on current ones

Hi Sigrid,

 

Many thanks for your reply. I will give this a go.

 

Regards,

Damian

 

Damian Prendergast  |  Group Finance Manager, Projects and Systems  |  T +44 20 7456 4449  |  M +44 7900 161154  |  Linklaters LLP  |  London

 

 

Original Message------

Hi Damian

It's much simpler to automate in one of the non-"workbench" t-codes, like CJ20N.

With CJ20, you can pass in the project and even the WBS element you want to work with.   That puts you directly where you want to do the work.

If working with multiple WBS elements, you can do a find.  To find a particular WBS element

1. go to the basic data tab ( you only have to do this for the first one)
2. click to expand all of the levels (you only have to do this for the first one)
3. click in the WBS element column
4. click the binoculars on top 
5. 
6. enter the WBS element you want to find and click position
7. 
8. It moves the WBS element you find to the first row and you can then work with it, changing values, going to details,etc.
9. 

I'm attaching an example I created a few months ago and may have previously posted.

If you only need to find one or two wbs elements, it's easiest to pass in the wbs element into cj20 to work with the single row:

your WBS will always be the first row.


Hope this is help.

Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle North America
------------------------------