How to generate a dynamic template for the WBS-AssetItem-AssetClass-GL

[pankajkumar_gilda79]

Hi Gurus,

  Few days back I have asked about how to make

I have got the answer. Now there is an requirement wherein based on the WBS the Asset Items which are assigned to the WBS are to be populated. (For which I have maintained WBS_AST_ITEM property in Asset Item Dimension). Next other tricky part is Assets Items have to be based on Asset Class grouping. i.e. The User will select WBS and Asset Class and on this selection the Asset Items need to populate. Gl has to be populated based on Asset Class.

  My query is how to design the template. I have done one which you can find below. But it is not working as required. Any suggestions on developing the template.

Regards

KMG

[former_member186338 · Accepted solution]

Please explain relation:

WBS <-> Asset Item

Each Asset Item can belong to single WBS?

Then:

"Gl has to be populated based on Asset Class." - what is the relation?

Vadim

P.S. Anyway it will NOT be possible to select WBS members...

[pankajkumar_gilda79 · Accepted solution]

Hi Vadim,

   Each Asset Item i.e. Asset number is assigned to single WBS.

Trying to figure out how to map theses relations so that I can get the requirement met.

Regards

KMG

[former_member186338 · Accepted solution]

I was able to generate 2 level report:

BE is defined in the PLANBE property of TITLES

And

INACCT is defined in the property of BE

Vadim

[former_member186338 · Accepted solution]

P.S.

You can also select TITLES for this report using:

=EPMDimensionOverride("000";"TITLES";"PLANBE=BE4000,PLANBE=BE5000")

Where PLANBE=BE4000,PLANBE=BE5000 - list of BE

[pankajkumar_gilda79 · Accepted solution]

Hi Vadim,

  As suggested by I have tried. Meanwhile I have come up with something but in this design it is more of static means you can only select the "TIME" and Version. And the WBS is already based on the Asset Item Property.

Here is the Screenshots of how I have maintained it:

The Input Form design :

WBS Relation with ASSET_ITEM

ASSET_CLASS relation with ASSET_ITEM

ASSET_ITEM selected based on property WBS_AST_ITEM = R_R205_01_05. So this has brought all the Asset_Items which belong to WBS R_R205_01_05.

GL_ACCOUNT relation with ASSET_CLASS.

This has given desired result of the input design. But only issue I have to create many input forms based on ASSET_ITEM property WBS_AST_ITEM. Can I have an selection on the property of ASSET_ITEM within the same Input Form.

Regards

KMG

[former_member186338 · Accepted solution]

For selection of single WBS you can use:

=EPMDimensionOverride("000";"ASSET_ITEM";"WBS_AST_ITEM="&$B$2)

Where in $B$2 you can select WBS member using EPMSelectMember... for WBS dimension!

Vadim

[pankajkumar_gilda79 · Accepted solution]

Hi Vadim,

   Thanks for quick reply. Can you please give me the complete formula for EPMSELECTMEMBER.

Regards

KMG

[pankajkumar_gilda79 · Accepted solution]

Hi Vadim,

    ASSET_ITEM property WBS_AST_ITEM is selected as Dynamic property from the member selector.  So when I was using the tip which you have advised it was not working. Maybe somewhere I am not missing the link.

Regards

KMG

[former_member186338 · Accepted solution]

In the cell $B$2:

=EPMSelectMember(;"R_R205_01_05";;"WBS")

If you double click this cell you will be able to select another WBS member.

The formula: =EPMDimensionOverride("000";"ASSET_ITEM";"WBS_AST_ITEM="&$B$2)

Will be:

=EPMDimensionOverride("000";"ASSET_ITEM";"WBS_AST_ITEM=R_R205_01_05")

[former_member186338 · Accepted solution]

Not clear...

[pankajkumar_gilda79 · Accepted solution]

Hi Vadim

  The following are the screenshots which will give you better idea

ASSET_ITEM Dimension member selector while creating Input Form with "Add Dynamic Property"

And later overriding the ASSET_ITEM Dimension

  This is the message I am getting.

Regards

KMG

[former_member186338 · Accepted solution]

Please read my previous message - I am talking about EPMDimensionOverride

[pankajkumar_gilda79 · Accepted solution]

Hi Vadim,

   Thanks a lot. It worked and really your tips are effective and precise.

  Helping me a lot to finish my project effectively. Thanks to you.

Regards

KMG