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View differences
Updated by Andrej Sandorf 3 days ago
**As** a project portfolio manager
**I want to** export a PMflex artefact including project phases and budgets
**so that** they are included as part of the report
**Acceptance criteria**
* Optionally include project budgets
* Budgets are rendered as a planned-cost breakdown per budget
with columns for quantity, description, cost per unit and sum
* Each budget shows its id, subject and planned total, then its planned unit costs and planned labor costs as separate groups, each group with a subtotal
* The section closes with a total across all budgets of the project
* Amounts the viewer is not allowed to see are left blank, as they are in the budget views
<figure class="image image_resized op-uc-figure" style="width:292px;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/923932/content"></div><figcaption class="op-uc-figure--description">Mockup</figcaption></figure>
* Optionally include project lifecycle
* The options are added to the export settings and export dialog
**Technical notes**
* <br>
**Permissions and visibility considerations**
Project lifecycles:
* `view_project_phases` - without it the project lifecycle section is omitted, even when the option is enabled
Budgets:
* module enabled in the project - without it the budgets section is omitted, even when the option is enabled
* `view_budgets` - without it the budgets section is omitted; only budgets the viewer may see are listed
* `view_cost_rates` - required for unit cost amounts and the planned unit costs subtotal; left blank without it
* `view_hourly_rates` - required for labor cost amounts and the planned labor costs subtotal; left blank without it
* `view_own_hourly_rate` - a viewer with only this permission sees the numbers of their own labor cost items
* Subtotals and totals cover only the amounts the viewer may see, so a partially permitted viewer can see blank amounts that do not add up to the subtotal shown
**To CLARIFY**: CLARIFY/CHECK**: which user with which permissions is used when the PMlex artefact is exported automatically on work package status change.
This could leak information if the user has more permissions than the viewer of the artefact work package.
The export is should be done with the permissions of the user who triggered the export (by changing the state), state).
so this must be done by the user who has all necessary permissions to have the fields visible in the PDF.
BUT: To note: If the PDF is generated with full rights, the attachment or the file in Nextcloud will show all data and could leak to users without these permissions. data.
**Out of scope**
* Graphics like Spent progress bar or Project phase timeline
**I want to** export a PMflex artefact including project phases and budgets
**so that** they are included as part of the report
**Acceptance criteria**
* Optionally include project budgets
* Budgets are rendered as a planned-cost breakdown per budget
with columns for quantity, description, cost per unit and sum
* Each budget shows its id, subject and planned total, then its planned unit costs and planned labor costs as separate groups, each group with a subtotal
* The section closes with a total across all budgets of the project
* Amounts the viewer is not allowed to see are left blank, as they are in the budget views
<figure class="image image_resized op-uc-figure" style="width:292px;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/923932/content"></div><figcaption class="op-uc-figure--description">Mockup</figcaption></figure>
* Optionally include project lifecycle
* The options are added to the export settings and export dialog
* <br>
Project lifecycles:
* `view_project_phases` - without it the project lifecycle section is omitted, even when the option is enabled
Budgets:
* module enabled in the project - without it the budgets section is omitted, even when the option is enabled
* `view_budgets` - without it the budgets section is omitted; only budgets the viewer may see are listed
* `view_cost_rates` - required for unit cost amounts and the planned unit costs subtotal; left blank without it
* `view_hourly_rates` - required for labor cost amounts and the planned labor costs subtotal; left blank without it
* `view_own_hourly_rate` - a viewer with only this permission sees the numbers of their own labor cost items
* Subtotals and totals cover only the amounts the viewer may see, so a partially permitted viewer can see blank amounts that do not add up to the subtotal shown
**To CLARIFY**:
so this must be done by the user who has all necessary permissions to have the fields visible in the PDF.
BUT:
**Out of scope**
* Graphics like Spent progress bar or Project phase timeline