Automation of element creation - Activity components

You can automate element creation using DTOs and automatically sync with InEight Plan. When you create elements using DTOs, the DTOs automatically link model objects to elements and creates activity components in Plan.

Steps

Create Elements and Activity Components using DTOs

  1. On the DTO tab, add a DTO.

  2. On the Selector tab, find the model objects to create elements and activity components.

  3. In the Actions tab, select Element for Action, and then use the following criteria:

    Mode Create
    Element Type Component
    Component Type Activity
    Tag Category Select a tag that uses values to create elements in Model and activity components in Plan.

  4. Click Configure, and then add rule types to select metadata to create activity components in Plan.

  5. Click the Add row icon to add a new Rule Type, and then use the following criteria:

    The tables below are recommended rule types that provide the minimum information. Tables within the Table Name drop-down fields show data that aligns with Plan, Control, and Platform data. In the Table Name, select Component Core Data to use the minimum required data to create an activity component.

    Using ClaimingScheme Id for Field Name

    Table Name Component Core Data
    Field Name ClaimingScheme Id
    Rule Type Constant
    Constant Value This field integrates with Plan. Select the applicable claiming scheme for the model objects selected.
    Operator =

    Using Description for Field Name

    Table Name Component Core Data
    Field Name Description
    Rule Type Tag
    Tag Name Select an applicable tag name for the model object description.
    Operator =

    Using Discipline Id for Field Name

    Table Name Component Core Data
    Field Name Discipline Id
    Rule Type Constant
    Constant Value This field integrates with Plan. Select the applicable discipline for the model objects selected.
    Operator =

    Using Quantity for Field Name

    Table Name Component Core Data
    Field Name Quantity
    Rule Type Tag
    Tag Name Select an applicable tag name to sum quantities
    Operator SUM

    Using UoM for Field Name

    Table Name Component Core Data
    Field Name UoM Id
    Rule Type Constant
    Constant Value This field integrates with Platform. Select the applicable UoM that aligns with the WBS.
    Operator =

    Using WBS Id for Field Name

    Table Name Component Core Data
    Field Name WBS Id
    Rule Type Constant
    Constant Value This field integrates with Control. Select the applicable WBS for the model objects selected.
    Operator =

  6. Click OK to save your configuration.

  7. On the DTO tab, click Save.

  8. Select File > Save Project to save your project changes.

  9. On the DTO tab, click Run selected to create elements with the configured information and automatically link the model objects to the elements. The image below is an example of new element with the configured data:

  10. Click File > Save Project to create activity components in Plan. A notification is sent to Model from Plan notifying you whether the components are created or rejected.

Considerations

  • The Model environment must be integrated with InEight Platform.

  • Customer has purchased Model and Plan.