To define a project attribute for Alternate Organization Parenting, you must select the following options when creating a new entry on the Attributes definition page (project > Project details > Attributes).
When these options are specified, the system will enforce selection of a value from the OBS when setting the attribute value at the project level.
You can create as many attributes as needed for this purpose, but the names must be unique. For example, you can choose to create attributes with names such as District, Region, Market, and Sponsoring District. Attributes defined for this purpose can exist with any other project attribute defined for other purposes.
The system does not make any project attribute a mandatory field within a project. It is up to you to enforce this as needed.
There are two methods that are available to assign values to a defined attribute, using the UI or Project_Import API.
You can assign values for each project, go to project > Project details > Attributes.
When a project attribute has a data source of Organization, the system shows the OBS as a list for you to select a value.
An optional array ProjectAttributes has been added to the Project_Import external API. The array contains the following fields:
AttributeName – Provide a valid Name of a Project Attribute defined in the system. If a value is provided for this field, do not include the AttributeSourceSystemId field.
AttributeSourceSystemId – Provide a valid SourceSystemId of a Project Attribute defined in the system. If a value is provided for this field, do not include the AttributeName field.
AttributeValue – Provide the value for the Attribute specified by either the AttributeName or AttributeSourceSystemId fields. The entry provided in this field must match the expected Data Type of the Project Attribute. For example, if the Project Attribute expects a date value, this field should contain a date. If the Data Type of the Project Attribute is specified as 'Data' then the entry provided in this field must match a valid option for the Project Attributes Data Source. For example, the Data Source of the Project Attribute is specified as 'Organization' then the entry in this field must match a valid Organization Name or SourceSystemId.
Refer to "InEight Project Initiation and Maintenance Integration Specification" for more information.
When a value for a project attribute with a data source of Organization is set, the system creates or updates specific records that provide information about the association of the project to alternate parents.
This association happens when values are assigned to projects in Project Attributes, and not when the Project Attribute is defined at the account level. This timing is important, for applications it means that a list of Project Attributes that are used for Alternate Organization Parents will not include any Project attributes that do not have at least one project associated with it.
When a project attribute is defined with the data source of Organization, and there is no previous association with the same name and type, and a record does not exist that matches the same project attribute name, then the system will create the necessary records to provide information to the project attribute to enable the actual association of a project to the Alternate Organization Parent.
Example: An association is made between the Civic Center project and a Project Attribute called Region. For this association, Civic Center project can be set to SW Region.
A project cannot be associated to more than one Alternate Parent Organization within the same Project Attribute type.
Example: The Civic Center project in the above example cannot be assigned to multiple project attributes of Region. Within the UI, this is not a possible scenario because of how project attributes are managed, however an error could occur if you attempted it via an import or an API request.
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