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Planview Customer Success Center

How to check in the database who is project plan editor for a billing office? (CP2014)

QUESTION

How to check in the database who is project plan editor for a billing office?


RESOLUTION

This information is stored in two tables:

BOCoManageRes (for resources)
BOCoManagerWkgrp (for workgroups)

The following queries show which values have been configured for resources and workgroups that are Project Plan Editor for a Billing Office:

select bo.description BillingOffice, r.name Resource from BOCoManageRes cmr
inner join billingoffice bo on bo.billingofficeid=cmr.billingofficeid
inner join resources r on r.resourceid=cmr.resourceid and r.deleted=0
order by 1,2

select bo.description BillingOffice, w.name Workgroup from BOCoManagewkgrp cmw
inner join billingoffice bo on bo.billingofficeid=cmw.billingofficeid
inner join workgroup w on w.workgroupid=cmw.workgroupid
order by 1,2

On top of that, for a resource to be PPE, it needs to have the feature MTK (manage tasks) or VPJ (view project, for a view-only access to all projects) or otherwise the setting is not effective.
The queries above might return resources that have been added in the past but that don't have these features anymore.