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Service Request Wizard

The Service Request wizard is an interface between a Microsoft Project plan's tasks and Greentree Desktop service requests. This wizard is enabled if the option Service Requests under the Service & Support menu is available.

Note: This wizard does not include calls.

When a service request is created from a Microsoft Project plan, the scheduled date and time range are determined by the user's calendar, as when a service request is maintained in the Service Request maintenance form.

The Working Calendar uses the user's default Working Calendar (which can be defined per User on the Service tab on the User Preferences form). If a default Working Calendar is not specified for the user, then the scheduled time is based on a 24 hour day (elapsed time).

When updating service requests, the wizard shows the last service request created/updated from this MSP Task Assignment. For example, from one task assignment, service request 1067 is created, and in the .mpp file's Greentree Desktop Task Code column, the task has the value <1067> and the task assignment has the value 1067. If this same assignment is sent through again to Greentree, it uses the value 1067 to find the service request update and it displays 1067 in the Wizard in the Service Request Id.

If service request 1067 is deleted in Greentree, and the task assignment is sent through again, the Microsoft Project file still has the <1067> with the task assignment, so the Wizard shows the 1067, but since it cannot find 1067, it creates a new service request with the next available number (such as 1070), and updates the Microsoft Project file's Greentree Desktop Task Code column, if the task has the value <1067><1070> while the assignment has the value 1070.

When updating MS Project percent complete from Greentree Desktop service requests, if the percentage of work complete coming through is not 100%, it sets the task's Start Date and the percentage complete; if the percentage complete is 100%, it sets the task Start and End Date and the percentage complete.

Step 1 - Select plan name

Select the Microsoft Project plan for which to update service requests to/from tasks.

File name

Enter, or select from a list of recently used files, the name of the file (including path name) to work with.

Browse

Click this button, or double click in the File name field, to find the Microsoft Project file.

Next

Click this button once you have selected the Microsoft Project file.

Cancel

Click this button to exit the Service Request wizard.

Step 2 - Select job

Customer

Enter the customer code of the job to select, or double click in the field to display a lookup table of customers to select from.

Job

Enter the job code assigned to the service requests to select, or double click in the field to display a lookup table of jobs to select from. You can only select jobs belonging to the logged in user's profit centre group and the selected customer.

Back

Click this button to go back a step in the wizard.

Next

Click this button to proceed to the next step in the wizard.

Cancel

Click this button to exit the Service Requests wizard.

Step 3 - Select function required

First, select the service request function, then select one of these options:

Update Greentree Desktop service requests from MS Project tasks

Creates or updates service requests in Greentree Desktop from the tasks on the plan, assigning the selected job, activity code, and scheduled employee and dates to the service requests. Valid JC activity codes must be entered on each task to send it to Greentree.

Update MS Project tasks from Greentree Desktop service requests

Creates or updates tasks on the plan from service requests that are assigned to the selected job. These values on the plan are updated:

  • Greentree Start date - If percentage work complete is greater than 0, this is set to the scheduled Start date. Otherwise, it is NA.
  • Greentree Finish date - If percentage work complete is is 100, this is set to the scheduled Finish date. Otherwise, it is NA.
  • Greentree Percentage Work Complete - Taken from the service request.
  • Milestone - Defaults to False for new tasks from service requests that have not previously been updated from Microsoft Project.
  • Activity - Taken from the service request's Assigned Activity.
  • Resource - Taken from the service request's Scheduled To employee.

Update the MS Project % complete and actuals from Greentree Desktop service requests

Updates the percentage work complete from service requests to existing related tasks on the plan, along with the hours. The percentage work complete determines the start and finish dates, along with the duration and the cost on the plan. these values on the plan update:

  • Greentree Start date - The earliest date of all the timesheet lines on the service request.
  • Greentree Finish date - The latest date of all the timesheet lines on the service request.
  • Greentree Duration - The total of all the non-travel activity timesheet lines on the service request.
  • Greentree Cost - The total of the cost of all the timesheet lines on the service request.

Service request status

This field is available only if you have selected to Update Greentree Desktop service requests from MS Project tasks. If service requests are created, this is the status that is set on the new service requests. The default value is the first status code that has an effective status of Open.

Enter the status code to assign to new service requests, or double click in the field to display a lookup table of statuses to select from.

Amounts

This determines which amounts from the plan's task to use when updating to service requests. Select one of these:

Current

The current details of the tasks on the plan is updated to the service requests.

Baseline

The baseline details of the tasks on the plan is updated to the service requests.

Milestone tasks

Select one of these:

Exclude

Will not include milestone tasks when importing into Greentree Desktop as service requests.

Include

Will include milestone tasks when importing into Greentree Desktop as service requests.

Tasks display in the table on completing your selection, and the Milestone checkbox is selected to indicate milestone tasks.

Exclude unassigned service requests or unknown employees

Select this option to exclude service requests that have not had an employee assigned them, or tasks that have non-Greentree employees assigned to them. These will still be displayed in the resulting table, but will have the Include checkbox deselected.

Leave this option deselected to have the Include checkbox selected for all service request that display in the table.

Back

Click this button to go back a step in the wizard.

Next

Click this button to proceed to the next step in the wizard.

Cancel

Click this button to exit the Service Requests wizard.

The table of selected tasks displays so you can confirm they are correct to be updated to the selected service request/plan tasks.

Back

Click this button to go back a step in the wizard.

Finish

Click this button to proceed to update the selected service requests or plan tasks as shown in the table.

Cancel

Click this button to exit the Service Requests wizard.