ETC not decremented on tasks when actuals are posted on adjusted timesheet

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Article ID: 131885

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Adjusting a timesheet will not further adjust ETC on a task assignment.

When a timesheet is adjusted, Actuals are updated, but ETC is not altered at task assignment

STEPS TO REPRODUCE:

1. Create a project A and task A 
2. Add a team member and assign him to task A 
3. Create a project B and task B 
4. Add the same team member as for project A and assign him to task B 
5. Note that at assignment level there is ETC for both tasks 
6. Edit a timesheet for the resource added to the project team 
7. Enter some time for project A and task A (let say 10 hours) 
8. Post the timesheet 
9. On Project A, Task A, at assignment level we now have 10 hours of actuals and ETC has been decremented by 10 
10. Adjust the timesheet. Enter 5 hours for Project A, Task A and another 5 hours, for project B and Task B 
11. Post the timesheet 
12. On Project A, Task A, actuals are now 5 hours and ETC has not been changed. This is as per design as adjustments do not modify ETC 
13. Check the Project B, Task B assignment 

Expected Results: Actuals to be 5 hours and ETC to be decremented by 5 as this is a new time entry 
Actual Results:  Actuals are now 5, but ETC has not been decremented as expected 

Cause

The reason for this is because when you post a timesheet for a given time period, the time period's finish date is used to set the 'actThru' for the assignment. Setting the 'actThru' on the assignment is primarily what decrements the ETC.

There is also another feature of posting time that is more subtle. When you post time for a given resource, ANY assignment that resource is assigned to gets the 'actThru' adjusted, regardless of whether or not that task assignment is actually on the timesheet!

Now, here is the subtle part. On project B (no time posted originally), the 'actThru' would have been adjusted forward due to posting against project A, BUT THE ETC WOULD NOT HAVE DECREMENTED (since no time was posted). It would have been pushed forward unless the loading pattern on the assignment was 'Fixed'. You will have noted an increase in the finish of the task assignment on project B after the initial posting. It will have increased by one day and the ETC from the period posted will have been pushed into that new day.

Now, when you go back and adjust the posting, posting 'new' time on project B, the 'actThru' is already set and no further ETC decrement will be seen.

Environment

Clarity PPM 15.x
Component: PPMTMM

Resolution

This was analyzed by Engineering through CLRT-77648
This is the expected behavior:

ETC does not get decremented on tasks when actuals are newly posted on an adjusted timesheet 

The PTR (step 12) correctly says that an adjusting timesheet will not further adjust ETC on a task assignment. The reason for this is because when you post a timesheet for a given time period, the time period's finish date is used to set the 'actThru' for the assignment. Setting the 'actThru' on the assignment is primarily what decrements the ETC. 

Now, when you go back and adjust the posting, posting 'new' time on project B, the 'actThru' is already set and no further ETC decrement will be seen