Report on project roles

[Former Member]

We recently received a customer requirement which I would like to share with the community. The question was whether it was possible to see a report containing all the projects and related roles by name. So for example: Project accountant.

Here is how it can be done:

1. Open the app “Custom CDS View” and create a new custom CDS view. Check the box “Analytical” to ensure that a custom analytical query can be created out of the CDS view in a later step. The custom CDS view contains the following CDS Views:

• I_EngagementProjectRoles as a primary data source
• I_PersonWorkAgreement as a secondary data source

The binding between both views is done as follows:

 I_PersonWorkAgreement.PersonWorkAgreement = I_EngagementProjectRoles.EmploymentInternalID

1. Choose the relevant fields needed in reporting from both views and publish the custom CDS view
2. Go to the app “Custom Analytical Query” and create a new custom analytical query based on your custom CDS view.
3. Choose the relevant fields for your reporting
4. Create filters if necessary. For example: Filter on the project accountant role P002
5. Finalize and publish your analytical query
6. Create a catalogue entry for your custom analytical query via the app “View Browser”

[former_member419334 · Accepted solution]

Hi Nadine.

Can we see the Role Text field in the view or is it just the Role ID?

[Former Member · Accepted solution]

Hi Tiisetso,

right. In this CDS-View, you can see only the role-ID's and unfortunately, there is not standard data source available which you can add to your custom CDS view. But you could easily solve this issue using extensibility. I tried it out in one of our internal systems, please find the whole step-by-step description attached (the descriptions are under "additional requirement".

Regards

Nadine