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Import Project Activity Breakdown (Hierarchy)

I hope this is one of many import blog posts. No promises but I may look at the same written using the Data Import Export Framework to show a comparison.

To continue with the subject…

I wrote a job to import project work breakdown structure tree. The csv file is in this format.


Final outcome is like so.


The job code is below:
static void ImportActvities(Args _args)
AsciiIO asciiIO;
Filename filename;
NoYesId skipFirstLine;
Container line;
Dialog dialog;
DialogField dialogFileName, dialogSkipFirstLine;

int numProcessedRecords=0;

smmActivities smmActivities;
ProjTable projTable;
ProjActivity projActivity;
Hierarchy hierarchy;
HierarchyLinkTable hierarchyLinkTable;
HierarchyTreeTable rootHierarchyTreeTable, parentHierarchyTreeTable;

ProjId projId;
smmActivityNumber activityNumber, parentActivityNumber;
str name;
str parentElementNumber;

dialog = new Dialog("Import file");
dialogFileName = dialog.addField(extendedTypeStr(Filenameopen), "File name");
dialogSkipFirstLine = dialog.addField(extendedTypeStr(NoYesId), "Skip first line");;

if (
filename = dialogFileName.value();
skipFirstLine = dialogSkipFirstLine.value();

asciiIO = new AsciiIO(filename, 'R');

if (!asciiIO || asciiIO.status() != IO_Status::Ok)
throw error (strfmt("@SYS19312",filename));


if (skipFirstLine)
line =;

while (asciiIO.status() == IO_status::Ok)
line =;

if (line)
projId = conpeek(line,1);
activityNumber = conpeek(line,2);
parentActivityNumber = conpeek(line,3);
name = conpeek(line,4);

projtable = Projtable::find(projId);
if (!projTable)
throw error(strFmt("Project %1 cannot be found", projId));

if (!activityNumber)
throw error(strFmt("Activity %1 cannot be found", activityNumber));

// if activityNumber is blank or activity can't be found then insert it
if (!smmActivities::find(activityNumber) && projTable)
//create root
hierarchyLinkTable = HierarchyLinkTable::findRefTableRecId(tableNum(ProjTable), projTable.RecId, true);

if (!hierarchyLinkTable)
//create Hierarchy record
hierarchy.Name = projTable.Name;
hierarchy.Description = projTable.Name;
hierarchy.HierarchyType = HierarchyType::Project;
//use the number sequence or the project id as the hierarchyId. I prefer to use the Project id.
//hierarchy.HierarchyId = NumberSeq::newGetNum(CompanyInfo::numRefHierarchyId()).num();
hierarchy.HierarchyId = projTable.ProjId;
hierarchy.IsActive = NoYes::Yes;

//create HierarchyTreeTable root record
rootHierarchyTreeTable = HierarchyTreeTable::insertRoot(hierarchy.HierarchyId, projTable.ProjId);

HierarchyLinkTable::insertHierarchyLink(hierarchy.HierarchyId, tableNum(ProjTable), projTable.RecId);
if (hierarchyLinkTable)
hierarchy = Hierarchy::find(hierarchyLinkTable.HierarchyId, true);

select firstonly rootHierarchyTreeTable
where rootHierarchyTreeTable.HierarchyId == hierarchyLinkTable.HierarchyId &&
rootHierarchyTreeTable.ParentElementNumber == '';

parentElementNumber = '';
//parentActivityNumber is specified then find the node as the parent
if (parentActivityNumber)
parentHierarchyTreeTable = HierarchyTreeTable::findActivityNode(tableNum(ProjTable), projTable.RecId, parentActivityNumber);
if (parentHierarchyTreeTable)
parentElementNumber = parentHierarchyTreeTable.ElementNumber;

if (!parentElementNumber) //if parentElementNumber is blank, then use root node
parentElementNumber = rootHierarchyTreeTable.ElementNumber;

//create hierarchy tree node or activity
//if activityNumber is specified then create smmActivities. Otherwise, create a node without an activity
if (activityNumber)
// create smmActivities record
smmActivities.ActivityNumber = activityNumber;
smmActivities.Purpose = name;
smmActivities.Category = smmActivityCategory::Task;
smmActivities.insertParentLink(smmActivityParentType::Project, projTable.RecId, true);

// create ProjActivity record
if (!ProjActivity::exist(smmActivities.ActivityNumber))

info(strFmt("%1, %2 Record Processed", smmActivities.ActivityNumber,smmActivities.Purpose));

info(strFmt("Imported: %1", numProcessedRecords));

Import dialog like so will appear.


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