I am exploring PPM's Rest APIs, and iI dont see an API for creating a work plan (blank or from a template). Is this possible using the PPM API?

After creating a project in PPM, the next step is to create the work plan.  Either from blank and starting from scratch or creating it from an existing work plan template.  

I am wondering if we can utilize the PPM Rest API to create a work plan from an existing template on a newly created project?

Thanks for your help!

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  • Verified Answer

    0  

    Hi David,

    I'm not aware of any REST API to create a project work plan - however if you're looking for automating work plan creation for a project, it would make more sense to create the work plan directly in the project workflow, as this would happen for all users and would thus be much more "consistent".

    To create a Work plan from a Workflow Step, use special command ksc_create_workplan . According to the documentation, it's possible to specify the template to use through the field [REQD.P.WP_TEMPLATE_ID].

  • 0 in reply to   

    Thanks for the info and quick reply.  Could you explain how i would use the ksc_create_workplan after using the /pm/projects/create PUT api request?  Do i have to configure this workflow inside PPM workbench?  and if so is possible to have this workflow created for my user/api credential only?  It wouldnt make since for everyone who creates a project to be forced into this automated workflow.  

  • Verified Answer

    +1   in reply to 

    Hi,

    The required configuration will be 100% in the workflow. And yes, that will be done in the PPM workbench. If you only want workflow creation to happen for your user/api only, there are different ways to do it, and all of them would be configured directly in the workflow. You can create a new workflow action step that will perform the check and only go to the step creating the work plan if the current user is your API user, or you could set a hidden field upon project creation with your REST API that would be read from by the action performing the check, etc. 

    However, if you're not familiar with PPM workflows and how to create custom workflow actions or call special commands, I doubt that it'll be easy to provide guidance about it on this forum - as this is a much broader topic that's typically covered during technical trainings.