Unable to Assign Resources to Task

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

• On the task list page, there is no Assign button to assign a user/resource to a task.
  
• Sometimes this may be seen when trying to assign a new employee/resource where it was working previously 

Environment

All Clarity versions

Component : CA PPM Project Management

Cause

The following requirements are needed to see be able to assign a resource to a task:

1. The resource is on the project team

2. The task is not a milestone or summary task - This is per design/documentation which states "You cannot assign resources to milestone or summary tasks."

Resolution

Step 1: Make sure the resources are added to the team

 
It will then allow the resources to be assigned to the created task.

Step 2: Make sure the Task is not a Milestone or Summary Task

1. Check to see if the task is a summary task by reviewing the Gantt Chart.
2. Check if the task is a milestone (milestone check box is checked on the task properties page) and if yes, uncheck it.
   • If assignments are already listed for the task even though it's a milestone, this indicates that the task unexpectedly was changed by MSP into a milestone.
     • Root cause of the task changing to a milestone may need to be investigated to prevent the task from changing back to a milestone again in MSP (See KB: 7476)
     • Clarity PPM will not allow further assignments on the milestone task but won't delete the existing assignments in this scenario
       

Additional Information

See the Assign Resources section of tecdocs