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Work package hierarchy

Added by Ander Elexpuru over 8 years ago

Hi,

Can I inherit some custom fields if I create a workpackage with workpackage hierarchy?

Can I create a custom field that sums the values of these custom field in a work package hierarchy, like estimated time?

Thanks


Replies (3)

RE: Work package hierarchy - Added by Robin Wagner over 8 years ago

Hi Ander,

after creating custom fields you can specify which types use the custom fields. All work packages of this type will then have this custom field - provided it has been activated in the project.
If you want to activate a custom field in all projects you can select the option “For all projects”. The custom field is then displayed in each project by default.

The estimated time of a parent work package is automatically calculated based on the estimated time of the child work packages. So if a work package has two children, with estimated times of 3 and 5, the parent work package has an estimated time of 8.
The same works for some other attributes (e.g. Story points).

Best,
Robin

RE: Work package hierarchy - Added by Ander Elexpuru over 8 years ago

Thanks for the quick answear,

But I create the custom field, but the information I introduce in these field can inherit form an work package created by hierarchy?

And The other is, can I create a custom field that operates like estimated time?

Thanks

RE: Work package hierarchy - Added by Robin Wagner over 8 years ago

Hi Ander,

no, you cannot inherit custom values (the values entered for custom fields) by creating a work package through the hierarchy.
But instead you could duplicate or copy a work package (which will keep the values which have been set) and then adjust the hierarchy accordingly (by clicking on “Update”, then the arrow next to “Change properties” and entering the parent ID).
Depending on your use case you may also define a default value for a custom field which is then always set when creating a new work package (also when creating a work package by hierarchy).

On your second question:
You can emulate some of the functionality of “estimated time” but not all:
You won’t be able to automatically create the sum of the custom values in the parent custom field but you can create a custom field that can be searched for in the work package filter and is summable in the work package table.

In order to do so, create a custom field of type “float” (or integer if you prefer) and check the option “Use as a filter” in the same screen (to make filtering for the custom field possible).
You can then make the field summable by going to Administration > Settings > Work package tracking tab and checking the entry for “Summable” in the list.
If you want the custom field to be displayed as a default column you can also check “Display by default”.

Best,
Robin

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