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Project Gates Are Not Advancing to the Next Phase When Query Condition(s) Have Been Met (Doc ID 3003419.1)

Last updated on FEBRUARY 20, 2024

Applies to:

Primavera Unifier Cloud Service - Version 24.1 and later
Primavera Unifier - Version 23.12 and later
Information in this document applies to any platform.

Symptoms

Project Gates have been configured to trigger the project through several Phases when a Business Process (BP) records status changes as it is processed through a workflow. Example:

Phase 1 - When Record # "BP1-0001" Status equals "Initial_Phase", then the project phase should go to Phase 2.
Phase 2 - When Record # "BP1-0001" Status equals "Intermediate_Phase", then the project phase should to to Phase 3.
Phase 3 - When Record # "BP1-0001" Status equals "Long_Term_Phase", then the project phase should advance to the next phase, and so on.

However, the Gate condition that advances the project phase will only be triggered as follows:

  1. When the Gates Background job runs. This is configured in the Project Admin Mode > Setup > Gates > Schedule > Choose "Daily" for example.
  2. When the Gates are Refreshed. This done in the Project User Mode > Gates > Click "Refresh" at the top.
  3. When the clicking "Advance to Next Phase". If the condition configured for the current project phase is met the record will advance to the next Project Phase successfully. If the condition is not met there will be an appropriate error message, and the project phase cannot be advanced.

The problem is that the "BP1" record status is displayed as "Intermediate Phase" as the record has been advanced to this status through the BP workflow. But the Project Phase is still at "Phase 1".

EXPECTED BEHAVIOR
---------------------------------
As the "BP1" record was advanced through the BP workflow, it went through record status "Initial Phase" and is now at "Intermediate Phase". The expectation was that the Project Phase should have advanced through Phase 1 and then Phase 2, and currently be in Phase 3.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:

  1. Log into the Unifier environment.
  2. Navigate to the Project where the issue has been observed > User Mode > Gates > Select "Phase 1" > Select "Gate Condition "BP1 Initial Phase" > View > Query tab > BP1 record status should equal "Initial_Phase" to trigger to next phase.
  3. Gates > Phase 2 > Select Gate Condition "BP1 Intermediate Phase" > View > Query tab > BP1 record status should equal "Intermediate_Phase" to trigger to next phase.
  4. Gates > Phase 3 > Select Gate Condition "BP1 Long Term Phase" > View > Query tab > BP1 record status should equal "Long_Term_Phase" to trigger to next phase.
  5. Navigate to BP1 > Select record # "BP1-00001" > note that the records status is "Intermediate_Phase". With the record selected, in the right pane click on "Workflow Progress" and note that the record has gone through the BP workflow and has had record status "Initial Phase" at previous WF step and is now at "Intermediate Phase".
  6. Navigate to User Mode > Gates > Currently Project is at Phase 1 > Click Refresh, or let the scheduled Gates trigger run as scheduled. Note that the project Phase does not advance as expected.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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