Workset Management

Workset Service

Name
Workset Service
Version
Dev (0.1)
Release Notes

#References

#Operations

#Capabilities

Description

The Workset Service allows the definition and manipulation of user defined groups of cost objects and people (worksets). Worksets can be defined statically (picking a list of specific cost objects and/or people) or dynamicaly (storing a collection of attributes. For dynamically defined worksets the attributes are stacked in a manner similar to an AND clause, returning only those records that match all the specified criteria.

References

see RAFT Requirements Documentation (RAFT-*)

Operations

Workset Management
#createWorkset
#deleteWorkset
#archiveWorkset
#listWorksets
#showWorkset
#addWorksetObj
#delWorksetObj
#addWorksetRule
#deleteWorksetRule
#updateWorksetfromRules
#showWorksetChanges
#showAccessChanges
#showBalanceExceptions
#showWorksetCOSummary
#showWorksetApptSummary

Workset Management

Method
createWorkset
Description
Define a new, empty, workset
Parameters
String
Workset_key
The short string identifying the workset
String
Workset_Title
The name of the workset
longText
Workset_Desc
Long description of this workset
Return
confirmResultType
Returns the confirmation status along with the object reference
Errors
EXISTS
Workset with this workset key already exists
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Method
dropWorkset
Description
Drop an existing workset
Parameters
String
Workset_key
The short string identifying the workset
CONSTRAINT_TYPE
Constraint type
Identifies whether or not to remove this workset from any parent workset rules
Return
confirmResultType
Returns the confirmation status along with the object reference
Errors
NO_MATCH
No workset with this key exists in the system
HAS_CHILDREN
Workset has associated child objects that must be removed first
NO_AUTH
User can not perform this action
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Method
archiveWorkset
Description
Archive an existing workset
Parameters
String
Workset_key
The short string identifying the workset
CONSTRAINT_TYPE
Constraint type
Identifies whether or not to archive all children worksets as well
Return
confirmResultType
Returns the confirmation status along with the object reference
Errors
NO_MATCH
No workset with this key exists in the system
NO_AUTH
User can not perform this action
PARENT_REQUIRES
This workset is required by another workset that has not been archived
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Method
listWorksets
Description
Show details for all worksets accessible by this person
Parameters

Return
worksetSummaryResultType
Returns all worksets accessible by the current user
Errors

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Method
showWorkset
Description
Returns structure containing all cost objects, people, and scenarios owned by this workset
Parameters
String
Workset_key
The unique identifier for this workset
Return
worksetDetailResultType
Returns the objects contained by this workset
Errors
NO_MATCH
No workset with this key exists in the system
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Method
addWorksetObjects
Description
Adds cost objects or people to the workset
Parameters
String
Workset_key
The unique identifier for this workset
REF_TYPE
REF_TYPE
The object type to add
Array
REF_KEY
The unique identifiers of object_type to add
Return
confirmResultType
Returns the completion status of the identified task along with the associated references
Errors
MISSING
Certain objects identified do not exist in the system
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Method
delWorksetObjects
Description
Removes cost objects or people from the workset
Parameters
String
Workset_key
The unique identifier for this workset
REF_TYPE
REF_TYPE
The object type to drop
Array
REF_KEY
The unique identifiers of the object_type to drop
Return
confirmResultType
Returns the completion status of the identified task along with the associated references
Errors
MISSING
Certain objects identified do not exist in the system
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Method
listWorksetObjects
Description
Show the objects in the workset
Parameters
String
Workset_key
The unique identifier for this workset
REF_TYPE
REF_TYPE
(optional) The object type to restrict by
Return
confirmResultType
Returns a structure containing the list of objects, by type, in the workset

Errors
NO_MATCH
No such workset in system

EMPTY
Contains no child objects

NO_AUTH
User does not have access to workset objects

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Method
addWorksetRule
Description
Removes cost objects or people from the workset
Parameters
String
Workset_key
The unique identifier for this workset
longText
criteria
Basically, a where clause sql snippet
Return
confirmResultType
Returns the completion status of the identified task along with the associated references
Errors
MISSING
Rule has no matches in the system currently
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Method
dropWorksetRule
Description
Removes cost objects or people from the workset
Parameters
String
Workset_key
The unique identifier for this workset
Return
confirmResultType
Returns the completion status of the identified task along with the associated references
Errors
NO_MATCH
Rule does not exist in system
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Method
showWorksetRules
Description
Shows the definition rules in place for the specified workset
Parameters
String
Workset_key
The unique identifier for this workset
Return
worksetRulesResultType
Returns the list of defined rules in the system.
Errors
NO_MATCH
Workset does not exist in system
NO_AUTH
User does not have access to objects in this workset
INCORRECT_TYPE
This workset type does not have rules
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Method
updateWorksetfromRules
Description
Processes all of the associated workset rules, logging the changes to the change_log
Parameters
String
Workset_key
The unique identifier for this workset
Return
confirmResultType
Returns the completion status of the identified task along with the associated references
Errors
NO_MATCH
Rule does not exist in system
NO_CHANGE
No objects added or removed from the workset
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Method
convertWorksettoStatic
Description
Converts a workset from dynamic (rules-based) to static
Parameters
String
Workset_key
The unique identifier for this workset
Return
confirmResultType
Returns the completion status of the identified task along with the associated references
Errors
NO_MATCH
Rule does not exist in system
NO_AUTH
User cannot perform this action
INCORRECT_TYPE
Workset is already static
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Method
showWorksetChanges
Description
Pull the last set of changes on this workset from the change_log. The change_log will return any changes from the user's last access date.
Parameters
String
Workset_key
The unique identifier for this workset
Return
changeResultType
Returns the list of object changes to this workset
Errors
NO_MATCH
Workset does not exist in system
NO_CHANGE
No objects added or removed from the workset
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Method
showWorksetAccessChanges
Description
Pull the last set of authorization changes on this workset from the change_log. The change_log will return any changes from the user's last access date.
Parameters
String
Workset_key
The unique identifier for this workset
Return
changeResultType
Returns the list of access changes to this workset
Errors
NO_MATCH
Workset does not exist in system
NO_CHANGE
No objects added or removed from the workset
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Method
showWorksetBalanceExceptions
Description
Show the list of cost objects whose balance < 0 currently or are expected to be < 0 on the project end date.
Parameters
String
Workset_key
The unique identifier for this workset
Return
changeResultType
Returns the list of balance exceptions on this workset
Errors
NO_MATCH
Workset does not exist in system
NO_CHANGE
No issues identified
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Method
showWorksetCOSummary
Description
Show summary information about the COs in the workset
Parameters
String
Workset_Key
The unique identifier for this workset
Return
worksetCOSummaryResultType
Returns a summary of cost objects in the workset
Errors
NO_MATCH
Workset does not exist in system
NO_AUTH
User cannot access workset information
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Method
showWorksetApptSummary
Description
Shows a summary of People/Appt information in the workset
Parameters
String
Workset_key
The unique identifier for this workset
Return
worksetApptSummaryResultType
Returns a summary of people/appts in the workset
Errors
NO_MATCH
Workset does not exist in system
NO_AUTH
User cannot access objects in this workset
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Method
showWorksetScenarioSummary
Description
Show the list of defined of defined Scenarios in the workset
Parameters
String
Workset_key
The unique identifier for this workset
Return
worksetScenarioResultType
Returns the list of scenarios in the workset
Errors
NO_MATCH
Workset does not exist in system
NO_AUTH
User cannot access objects in the workset
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