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Team properties allocation Start/Finish dates blank in Classic Clarity

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Article ID: 191889

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

When a resource is added to a project under Team tab, in the list view it shows Project Start and End dates by default. However, when I open the properties page, it show blank value for Start and End Date. Is it by design so users have to enter Start and End dates on the properties page? 

Environment

Release : All Supported Releases

Component : CA PPM SAAS APPLICATION

Cause

This is by design. If the team member's start/finish dates haven't been manually populated, these will show as blank on the team member's properties page. The "Blank" option allows the option for those who want the user's start/finish date to automatically update based on changes to the investment start/finish date to ensure the resource is allocated the entire duration of the project.

Resolution

Option 1: Manually populate the start/finish dates

  • Populate the Start/Finish dates on the Staff Member Properties page
  • Change the Start/Finish dates on the Team list view, this will populate the dates on the Staff Member page as well

Option 2: Set a default for the Start/Finish fields on the Team object

To have dates automatically populate when a team member is added you can set a default for the date fields on the team object

Example with Start date field:

  1. Go to Administration->Objects->Team->Attributes
  2. Click on the Start field
  3. Select the radio button for Rolling Date next to Default Date
  4. Select a time such as "Current Date / Time"
  5. Click Save
  6. Then whenever a resource gets added, they would get added with a start/finish date set 

Additional Information

See also: Clarity new UI - Staff Module Start Dates