Open RIS portfolio
rillsoft_portfolio_ris_openOpens a portfolio from the Rillsoft Integration Server, loading all or selected projects and replacing the current document so you can work across projects as in a single project.
Instructions
Opens a portfolio of the logged-in client from the Rillsoft Integration Server - all of its projects or a subset - and replaces the current document with a portfolio: the tools work there as in a single project, with the limits of the user interface (nothing directly below the portfolio, no task or subproject changes its project, a dependency across the project boundary becomes a RIS link, no baseline, no 'save as'; documents of the loaded projects can be listed, downloaded, updated and deleted, not created). Projects with a foreign resource pool or that cannot be read are left out and named in skipped. With unsaved changes pending, discardChanges:true is required. Saving goes back through rillsoft_portfolio_ris_save; a portfolio file is opened through rillsoft_portfolio_file_open instead. No undo step - the command history starts over. Runs with the login of the desktop session.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lock | No | optimistic (the default) takes no locks; pessimistic locks every loaded project that is not read-only on the server for this user until another document is opened - where a lock is already held by someone else, note[] says so | optimistic |
| projectIds | No | subset of the portfolio's projects to load; missing = every project, ordered by start date | |
| portfolioId | Yes | id of the portfolio, from rillsoft_portfolio_ris_list | |
| discardChanges | No | true = discard unsaved changes of the current document | |
| readOnlyProjectIds | No | projects to open read-only inside the portfolio (no lock, left out by rillsoft_portfolio_ris_save); must be among the loaded ones |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| wbs | Yes | WBS code | |
| lock | Yes | lock mode the projects were opened with | |
| name | Yes | name of the portfolio | |
| note | No | hints of the loader, such as locks that were not granted; missing when there were none | |
| uuid | Yes | UUID of the element | |
| start | Yes | start, DD.MM.YYYY hh:mm | |
| finish | Yes | finish, DD.MM.YYYY hh:mm | |
| number | Yes | number of the element; unique even for split tasks | |
| skipped | No | projectIds that were requested but not loaded - a foreign resource pool or an unreadable project; missing when none | |
| clientId | Yes | id of the client the portfolio belongs to | |
| projects | Yes | the projects that were loaded, in display order | |
| isCombine | Yes | true = a summary project | |
| portfolio | Yes | always true | |
| portfolioId | Yes | id of the portfolio on the server |