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Thread: assign several users to a project

  1. #1
    kond is offline Member
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    Default assign several users to a project

    Hi all,

    we are evaluating sugar ce 5.5.2.
    Project management is of the most interest for us.
    I found, that one can associate a tast or a call ar a contact with a particular project.
    We need to associate a list of users/employees with a project.
    So that only listed users will be able to see and work with the project.
    After a couple of days of playing with sugar i have not managed to find out how to do it.
    Is it possible? How?

    Thanks in advance,
    Nikolay.

  2. #2
    davidboris is offline Sugar Community Member
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    Default Re: assign several users to a project

    Hi,

    You need customization.
    As, sugar doesn't allow to create relationship with users module.
    Thumbs up.

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  3. #3
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: assign several users to a project

    if you need to start separating data and function more markedly, then you could:

    1. Install SecuritySuite - builds teams functionality
    2. structure users into teams and allocate teams to projects

    SecuritySuite is here

  4. #4
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: assign several users to a project

    In a native 5.5 installation I created a file
    /modules/Users/metadata/studio.php
    with content

    <?php
    $GLOBALS['studioDefs']['Users'] = array():
    ?>

    Then I opend studio, opened Users tree and added a many-to-many relationship to Projects which generates a new table users_project_c and a subpanel for users in the Project detailview.

    Perhaps this can be an idea for going further....
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  5. #5
    kond is offline Member
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    Default Re: assign several users to a project

    Thank you very much for the answers.
    I'll try both ways (securitysuite and via /modules/Users/metadata/studio.php file) and report what worked better.
    At first sight i like both ways... will see..
    Thanks and regards,
    Nikolay.

  6. #6
    kond is offline Member
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    Default Re: assign several users to a project

    When i tried to create /modules/Users/metadata/studio.php and opened studio->users
    i got the following php error:
    "Notice: Undefined index: record in /usr/local/www/crm552-copy/modules/Users/metadata/subpaneldefs.php on line 135"

    I don't see "labels", though i can see "fields.
    I see "relationships" but list of relationships remains empty after adding a relation ship to any module/

    Also my browser shows me the following javascript error:

    ======
    Webpage error details

    User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 5.1; Trident/4.0; .NET CLR 1.1.4322; .NET CLR 2.0.50727; .NET CLR 3.0.4506.2152; .NET CLR 3.5.30729)
    Timestamp: Mon, 21 Jun 2010 09:33:23 UTC


    Message: Exception thrown and not caught
    Line: 9335
    Char: 2424
    Code: 0
    URI: https://crm6.nstel.ru/include/javasc...rp1_yui.js?c=1
    ======

    So... adding just one file with one string looks to be not enough....

  7. #7
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: assign several users to a project

    So... adding just one file with one string looks to be not enough....
    Yes I suppose so, but that is a way that could be used... with some other code changes
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  8. #8
    kond is offline Member
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    Default Re: assign several users to a project

    Quote Originally Posted by salesagility View Post
    if you need to start separating data and function more markedly, then you could:

    1. Install SecuritySuite - builds teams functionality
    2. structure users into teams and allocate teams to projects

    SecuritySuite is here
    Do i understand right, that for SugarCRM CE 5.5.2 SecuritySuite module is not free?

    Thanks and regards,,
    Nikolay.

  9. #9
    kond is offline Member
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    Default Re: assign several users to a project

    Quote Originally Posted by kuske View Post
    Yes I suppose so, but that is a way that could be used... with some other code changes
    Anyway thanks for the direction. I'll try to dig tht way..
    Thanks and regards,
    Nikolay.

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