Workset Management
Workset Service
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

Define a new, empty, workset |
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The short string identifying the workset |
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Long description of this workset |
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Returns the confirmation status along with the object reference |
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Workset with this workset key already exists |
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Back to Operations

The short string identifying the workset |
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Identifies whether or not to remove this workset from any parent workset rules |
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Returns the confirmation status along with the object reference |
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No workset with this key exists in the system |
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Workset has associated child objects that must be removed first |
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User can not perform this action |
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Back to Operations

Archive an existing workset |
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The short string identifying the workset |
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Identifies whether or not to archive all children worksets as well |
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Returns the confirmation status along with the object reference |
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No workset with this key exists in the system |
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User can not perform this action |
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This workset is required by another workset that has not been archived |
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Back to Operations

Show details for all worksets accessible by this person |
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Returns all worksets accessible by the current user |
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Back to Operations

Returns structure containing all cost objects, people, and scenarios owned by this workset |
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The unique identifier for this workset |
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Returns the objects contained by this workset |
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No workset with this key exists in the system |
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Back to Operations

Adds cost objects or people to the workset |
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The unique identifier for this workset |
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The unique identifiers of object_type to add |
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Returns the completion status of the identified task along with the associated references |
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Certain objects identified do not exist in the system |
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Back to Operations

Removes cost objects or people from the workset |
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The unique identifier for this workset |
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The unique identifiers of the object_type to drop |
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Returns the completion status of the identified task along with the associated references |
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Certain objects identified do not exist in the system |
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Back to Operations

Show the objects in the workset |
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The unique identifier for this workset |
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(optional) The object type to restrict by |
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Returns a structure containing the list of objects, by type, in the workset |
No such workset in system |
Contains no child objects |
User does not have access to workset objects |
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Back to Operations

Removes cost objects or people from the workset |
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The unique identifier for this workset |
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Basically, a where clause sql snippet |
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Returns the completion status of the identified task along with the associated references |
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Rule has no matches in the system currently |
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Back to Operations

Removes cost objects or people from the workset |
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The unique identifier for this workset |
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Returns the completion status of the identified task along with the associated references |
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Rule does not exist in system |
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Back to Operations

Shows the definition rules in place for the specified workset |
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The unique identifier for this workset |
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Returns the list of defined rules in the system. |
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Workset does not exist in system |
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User does not have access to objects in this workset |
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This workset type does not have rules |
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Back to Operations

Processes all of the associated workset rules, logging the changes to the change_log |
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The unique identifier for this workset |
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Returns the completion status of the identified task along with the associated references |
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Rule does not exist in system |
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No objects added or removed from the workset |
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Back to Operations

Converts a workset from dynamic (rules-based) to static |
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The unique identifier for this workset |
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Returns the completion status of the identified task along with the associated references |
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Rule does not exist in system |
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User cannot perform this action |
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Workset is already static |
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Back to Operations

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. |
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The unique identifier for this workset |
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Returns the list of object changes to this workset |
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Workset does not exist in system |
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No objects added or removed from the workset |
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Back to Operations

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. |
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The unique identifier for this workset |
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Returns the list of access changes to this workset |
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Workset does not exist in system |
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No objects added or removed from the workset |
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Back to Operations

showWorksetBalanceExceptions |
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Show the list of cost objects whose balance < 0 currently or are expected to be < 0 on the project end date. |
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The unique identifier for this workset |
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Returns the list of balance exceptions on this workset |
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Workset does not exist in system |
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Back to Operations

Show summary information about the COs in the workset |
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The unique identifier for this workset |
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Returns a summary of cost objects in the workset |
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Workset does not exist in system |
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User cannot access workset information |
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Back to Operations

Shows a summary of People/Appt information in the workset |
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The unique identifier for this workset |
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Returns a summary of people/appts in the workset |
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Workset does not exist in system |
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User cannot access objects in this workset |
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Back to Operations

showWorksetScenarioSummary |
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Show the list of defined of defined Scenarios in the workset |
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The unique identifier for this workset |
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Returns the list of scenarios in the workset |
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Workset does not exist in system |
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User cannot access objects in the workset |
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Back to Operations