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Planview Customer Success Center

Changes to Resource-related Relations/References in Configurations

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Our new Create Staffing Requests from Tasks feature has introduced some changes to the naming conventions used for resource-related relations/references (API names) in Configurations. We have renamed existing relations, and added new relations.

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These changes are effective immediately for all users, including customers that are not using Bottom-up Planning.

Highlights

  • Your previous configurations will continue to work, however, going forward you will see the new and replaced items only.
  • Some custom API implementations / ETLs, which depend on extracting meta-data from AdaptiveWork (e.g. via Data Warehouse application), may require updates following the change in the API names of the relations described below.
  • Going forward, you will be able to decide which relations to use in your configurations:
    • If you intend to reference only human resources in your configurations (such as in the “Send Email” action in Workflows/Custom Actions, or reference a Direct Manager of a resource, etc.), then you should use the new “User” relations (see more details in the table below)
    • If you intend to reference the “extended resources” (human resources and placeholder resources (such as counting the total assignments of all the resources assigned to a work item), then you should use the new “Placeholder” relations (see more details in the table below)

Detailed Summary of Changes to Relations/References in Configurations and API

Field/Relation (API Name)

Bottom-Up Capacity Planning is OFF (default)

Bottom-Up Capacity Planning is ON

Resources (Resources)

Will be replaced by two new relations. Both will return the same objects as the original relation:
- User Resources (UserResources)
- Resources And Placeholders (ResourcesAndPlaceholders)

- User Resources (UserResources): Will return human resources only
- Resources And Placeholders (ResourcesAndPlaceholders): Will return human resources and "placeholders" (job titles and group members)

All Resources (AllResources)

Will be replaced by two new relations. Both will return the same objects as the original relation:
- All User Resources (AllUserResources)
- All Resources And Placeholders (AllResourcesAndPlaceholders)

- All User Resources (AllUserResources): Will return human resources only
- All Resources And Placeholders (AllResourcesAndPlaceholders): Will return human resources and "placeholders" (job titles and group members)

Work Item Team Members (TeamMembers)

Will be replaced by two new relations. Both will return the same objects as the original relation:
- Work Item User Team Members (UserTeamMembers)
- Work Item Team Members And Placeholders (TeamMembersAndPlaceholders)

- Work Item User Team Members (UserTeamMembers): Will return human resources only
- Work Item Team Members And Placeholders (TeamMembersAndPlaceholders): Will return human resources and "placeholders" (job titles and group members)

All Team Members (AllTeamMembers)

Will be replaced by two new relations. Both will return the same objects as the original relation:
- All User Team Members (AllUserTeamMembers)
- All Team Members And Placeholders (AllTeamMembersAndPlaceholders)

- All User Team Members (AllUserTeamMembers): Will return human resources only
- All Team Members And Placeholders (AllTeamMembersAndPlaceholders): Will return human resources and "placeholders" (job titles and group members)

Group Members (GroupMembers)

Will be replaced by two new relations. Both will return the same objects as the original relation:
- User Group Members (UserGroupMembers)
- Group Members And Placeholders (GroupMembersAndPlaceholders)

- User Group Members (UserGroupMembers): Will return human resources only
- Group Members And Placeholders (GroupMembersAndPlaceholders): Will return human resources and "placeholders" (job titles and group members)