THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: March 31, 1993 07:26 AM Wednesday; Rod Welch

Continue function to set up project accounts automatically.

1...Summary/Objective
2...Pending
3...Problem
..........Solution - Sample Projects
..........Residual Problem
..........Selects Non-Sample Project
..........Poor Solution
4...Subject Index Organic Structure Replicate for New Projects
....Existing Macro 00506
5...Standard Template Projects
.....Sample Project Identification
.....Marketing - Product Scope
6...Purging SI - F1 Alt F8
7...Alphabetize SI


..............
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CONTACTS 

SUBJECTS
Subject Index
Set up standard project accounts
Copy Sub-levels from Sample to New Project

0405 -    ..
0406 - Summary/Objective
0407 -
040701 - This continues effort to create standard sub-levels, ref SDS 3 line
040702 - 060701.
040703 -
040704 - Put project sub-levels in a lower level index, so there can be up to
040705 - 10 standard project structures for an organization.  Think we will
040706 - make them industry templates.  Not sure if this is practical, see
040707 - concepts in next record segment.
040708 -
040709 -    Turned out, I scrapped this method in favor of making samples in
040710 -    the base SI, per next record segment, see "Initial Analysis."
040711 -
040712 -
040713 - Moved concepts and pricing considerations into another level below.
040714 -
040715 -
040716 - Pending
040717 -
040718 - Need a new function to create a listing in the Current list from the
040719 - Master list, so stuff does not have to be keyed in twice.
040720 -
040721 -
040722 -
040723 -
040724 -  ..
0408 -
0409 -
0410 - Analysis
0411 -
041101 - Need to add code for identifying in the new sublevel, the supplemental
041102 - code.
041103 -
041104 - Modify the directory structure for saving the standard project
041105 - listings, so there can be multiple standards.  Some projects may need
041106 - one form, another projects may need a different form.
041107 -
041108 -    Turned out I did not use this method, per next record segment, see
041109 -    "Initial Analysis."
041110 -
041111 -
041112 -
041113 -  ..
0412 -
0413 -
0414 - Directories
0415 -
041501 - Changed the directory structure from:
041502 -
041503 -               h: sd 06 00000 proj01
041504 -
041505 -    ...to
041506 -
041507 -               h: sd 06 00000 j1 01
041508 -               h: sd 06 00000 j1 02
041509 -               h: sd 06 00000 j1 0.
041510 -               h: sd 06 00000 j2 01
041511 -               h: sd 06 00000 j.
041512 -
041513 -    Decided to use "j" numbers for job, instead of "p" for project,
041514 -    because we are already using "P" for identifying primary function
041515 -    key and primary subject index lists.
041516 -
041517 -
041518 -  ..
041519 - This permits a group of 10 standard templates.  Would like to have one
041520 - for lawyers, contractors, accountants, marketing managers,
041521 -
041522 -
041523 -
041524 -  ..
0416 -
0417 -
0418 -
0419 - 03504
0420 -
042001 - Line 12 - set up to use standard read for the SI, where spaces are
042002 - converted to dir level symbols.
042003 -
042004 -     Need to figure out how let the User set these up and choose which
042005 -     one to call during operation of SI.
042006 -
042007 -      ..
042008 -     Right now we are hardwired for Denis Henmi's architect scheme.
042009 -
042010 -         Turned out I created 03505, to replace this macro altogether,
042011 -         so the template projects exist in the SI.
042012 -
042013 -
042014 -
042015 -  ..
0421 -
0422 -
0423 - 050409
0424 -
042401 - Line 80 - added new function macro, 03504.
042402 -
042403 -     This makes a new set of project SI sublevels using a standardized
042404 -     template.
042405 -         ..
042406 -         I am thinking very hard about eliminating this feature,
042407 -         because the next one seems to be even better.
042408 -
042409 -
042410 - Line 84 - added new function macro 03505
042411 -
042412 -     This uses an existing project as a template to make sub-levels
042413 -     for a new project.
042414 -
042415 -
042416 -  ..
0425 -
0426 -
0427 - 03505
0428 -
042801 - Created this today also, to copy a project from a "sample" project
042802 - within the SI.
042803 -
042804 -  ..
042805 - User will create a new project in the SI, enter mark 1, place the
042806 - cursor on the project to be copied, and execute the menu function.
042807 -
042808 -     I used the code in 0802, to open a list of macro files and save
042809 -     them under a new project level.
042810 -
042811 -      ..
042812 -     We only seem to have to change the 5 char ID number, because
042813 -     project level is constant, and any sublevels are in the directory
042814 -     level below the 5 char field.
042815 -
042816 -        This is not true.  If a project is in the primary level with a
042817 -        supplemental level shown as we have done with Kwan Henmi, per
042818 -        ref SDS 1 line 041757, then the change command that conforms
042819 -        the dir string in each sub-level subject file, needs to be
042820 -        changed as well.  We might select a project to create as
042821 -        follows:
042822 -
042823 -                          93006 21
042824 -
042825 -         ...if we use for the template,
042826 -
042827 -                          92035 00
042828 -
042829 -         ...then we need a change command like:
042830 -
042831 -                 c/93006 21/93035 00/* 1
042832 -
042833 -
042834 -  ..
042835 - Problem
042836 -
042837 - Tried to use Morris' "sf" command (he calls it ffile.exe for "find
042838 - file."  It works well to get lists of files and directories at and
042839 - below specified directories, but we need to enter a specification like
042840 - the following:
042841 -
042842 -              sf h:\sd\06\01001\&0391038\00*
042843 -
042844 -      ... this crashes, because "sf" will not operate on a file spec,
042845 -      in fact it needs an ending path delimiter and a string like:
042846 -
042847 -              sf h:\sd\06\01001\&0391038\ *
042848 -
042849 - The above will not work when, as with the Kwan Henmi account,
042850 - projects are defined as follows:
042851 -
042852 -              h: 03 91038 00
042853 -              h: 03 91038 01
042854 -
042855 -       ..
042856 -      Using "sf" at the directory level, thus:
042857 -
042858 -              sf h:\sd\06\01001\&0391038\ *
042859 -
042860 -      Gets all of the files and we don't want that.  We want just the
042861 -      "00" files because they are a different project from the SI
042862 -      files under this account that begin "01".
042863 -
042864 -          Actually that might not be the case.  I guess it is only the
042865 -          case in KH's situation where they use two additional posi-
042866 -          tions in the main proj listing to identify related projects.
042867 -          The point is that for the tool to be applied correctly, it
042868 -          should list everything below a particular level, by designa-
042869 -          ting with a * where the level breaks.
042870 -
042871 -           ..
042872 -          Solution - Sample Projects
042873 -
042874 -          We can work around this a bit, by defining "sample" projects
042875 -          at the top of the list using dummy project numbers, so the
042876 -          samples do not have files for two different projects
042877 -          commingled in a single directory.  In that case "sf" works.
042878 -
042879 -           ..
042880 -          Residual Problem
042881 -          Selects Non-Sample Project
042882 -
042883 -          There will be occassioins when a User will pick a project
042884 -          that seems like it has more detail, than a sample, or one for
042885 -          which there is no sample.  This will produce adverse results
042886 -          described above.
042887 -
042888 -           ..
042889 -          Poor Solution
042890 -
042891 -          We could check the next project account, to see if there are
042892 -          multiple ones, and if, so kick out.
042893 -
042894 -
042895 -
042896 -
042897 -
042898 -
042899 -
0429 -
0430 -

SUBJECTS
Subject Index
Set up standard project accounts
Marketing Pricing, System configuration
Concepts, Subject Index

0807 -
080701 -  ..
080702 - Subject Index Organic Structure Replicate for New Projects
080703 -
080704 - Made a new capability today using macro 03505, so Users can define
080705 - standard template SI's and assign them to new projects as they come
080706 - along.  The background on figuring out this idea is under "Initial
080707 - Analysis" which describes a method I created in macro 03504, then
080708 - replaced it with the idea in macro 03505.
080709 -
080710 -
080711 -  ..
0808 -
0809 -
0810 - Initial Analysis
0811 -
081101 - We need a way for Users to standardize using the SI.  The work begun
081102 - for Kwan Henmi on 930330, ref SDS 3 0001, and continued today, above,
081103 - starts us in this direction.
081104 -
081105 - We are hardwiring the filenames.  Would like User to be able to design
081106 - an initial project, and then designate it as the template.
081107 -
081108 -    Generally project SI's change over time.  Need a way to create a
081109 -    template and set it off to the side, see below.
081110 -
081111 -     ..
081112 -    Need to be able to identify various template choices.
081113 -
081114 -       Actually, a User could just pick a project for the template and
081115 -       assign it to the template profile, then call the profile from
081116 -       the primary index for projects.
081117 -
081118 -        ..
081119 -       This requires figuring out the project dir structure, so it can
081120 -       be called.
081121 -
081122 -          Maybe that is not true.  We just read the dir string for the
081123 -          project, get a list of files for that string, open each one,
081124 -          change to new project and file to new project dir structure.
081125 -
081126 -          Was able to implement this latter method with macro 03505, in
081127 -          place of the initial approach done in macro 03504, which I
081128 -          discontinued.
081129 -
081130 -
081131 -     ..
081132 -    Existing Macro 00506
081133 -
081134 -    How does User enter the New project structure?
081135 -
081136 -    Might be done in a window, where we key it in.  This could cause a
081137 -    mistake; so, mark new project in sndx screen, then move to the one
081138 -    to be used as the template and execute a function.
081139 -
081140 -    Looks like began this idea in macro 00506, but it is not complete.
081141 -    I used it as a start to create macro 03505, which also applies the
081142 -    ideas in macro 0802.
081143 -
081144 -
081145 -
081146 -  ..
081147 - Standard Template Projects
081148 -
081149 - We should provide some standard templates for new Users, and permit
081150 - Users to set up their own templates and replicate them from within
081151 - the Subject Index.  I created macro 03505 today to do this.
081152 -
081153 -     The code today provides standard templates for architects.
081154 -
081155 -      ..
081156 -     Sample Project Identification
081157 -
081158 -     New Users typically start their project #'s well above "00001"
081159 -     because they are already in business.  Therefore, the numbers from
081160 -     "00001" to say "00100" can be used by new Users to create their
081161 -     standard project templates.
081162 -
081163 -
081164 -      ..
081165 -     Marketing - Product Scope
081166 -
081167 -     Will these be part of standard program given to all Users?  Maybe
081168 -     not. It can be a custom feature provided for an extra fee, to
081169 -     figure out their standard project structure.
081170 -
081171 -
081172 -
081173 -  ..
081174 - Purging SI - F1 Alt F8
081175 -
081176 - Need to be able to purge templates if Users decide they do not like
081177 - the structure, and want to start over.  Maybe the function that makes
081178 - a new set of SI's will just replace what is there already.
081179 -
081180 -     This is dangerous.  Providing a template that lets anyone purge an
081181 -     entire SI, creates a great risk of someone purging the template
081182 -     accidentally, or by inappropriate intent.
081183 -
081184 -     I discovered accidentally today that F1 Alt F8 in the SI deletes
081185 -     the current level, and returns to User to previous level.  So it
081186 -     deletes one level at a time, rather than an entire sequence.  It
081187 -     can be used to customize projects.
081188 -     ..
081189 -     F1 Alt F8 is not supported in Help or the Function Key
081190 -     index.  I am still reluctant identify it.  It may not be available
081191 -     in the End User program.
081192 -
081193 -
081194 -
081195 -
081196 -  ..
081197 - Alphabetize SI
081198 -
081199 - This is another handy feature we should try to do in the future.
081200 -
081201 -
081202 -
0813 -

SUBJECTS
SDS Help
Subject Index

0905 -
090501 -  ..
090502 - Need Help explanations of new SI features.
090503 -
090504 - Modified help for SI feature to create a path for a new subject.
090505 -
090506 -
090507 -
090508 -  ..
0906 -
0907 -
0908 - 082A04
0909 -
090901 - Line 15 - modified the language of this so it is crisper and more
090902 - clear what it is for.
090903 -
090904 -
090905 -
090906 -
090907 -