Tasks and Gantt of Sub-projects showing Status of Not Started and 90% Complete

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

The Status and % Complete of the Subproject Proxy tasks in the parent project are not always in sync with the Progress and % Complete on the actual subproject. Using the Manual option for % Complete Calculation Method allows the user to have combinations of % Complete and Progress on the Sub-project that would not otherwise be valid based on the relational rules of a regular task.  This can cause the Proxy Task's Status to be out of sync with what is really on the Sub Project's Progress.

STEPS TO REPRODUCE: 

1. Create a Master Project (it does not matter what the % Complete Calculation Method is set for the master) 
2. Create a Sub Project and set the % Complete Calculation Method to Manual and associate to the Master Project 
3. On the Master Project, take note of the Proxy Task for the Sub Project = Not Started / 0% 
4. Manually update only the Sub Project's % Complete = 45% 
5. Go back to the Master Project's Task list and look at the Proxy Task 
   • Expected Results:  % Complete = 45%, Progress = Not Started.  
   • Actual Results: % Complete = 45%, Progress = Started. 
   • The Progress changed because the proxy task is using the regular task relational rules for the two fields. 
6. Manually update the Sub Project's Progress = Completed 
   •  Expected Results:  % Complete = 45%, Progress = Completed.  
   •  Actual Results: % Complete = 45%, Progress = Started. 
   •  The Progress field did not change when the user changed the progress on the Sub Project. 

Environment

Release : 15.9, 15.9.1

Component : CA PPM SAAS PROJECT MANAGEMENT

Cause

This is caused by: DE59681

Resolution

From Clarity 15.9.2 and later versions, if a task is a proxy task we have implemented a change in the business rules logic:

• Ignore the rules for the relationship between the Task Status and Task % Complete fields 
• Keep the logic to set the Proxy Task % Complete field = the subproject's % Complete field  
• Add the logic to set the Proxy Task Status field =  the sub-project's Progress field 
• The subproject's % Complete and Progress fields can be updated manually if the % Complete Calculation Method = Manual 
  • This is a use case where the sub-project's progress can get out of sync with the parent
• We would want this manual update on the sub-project's Progress to update the parent's proxy task Status field
• The % Complete value automatically updates the parent's proxy task % Complete field 
• Or the subproject's % Complete field can be updated through the 'Update % Complete' job if the Calculation Method = Effort or Duration

 

The solution is that the proxy tasks status column will ALWAYS reflect the progress field of the corresponding sub-project. The progress DOES NOT stay in sync with the % Complete entered on the sub-project, i.e., if the % Complete is set to 0 the progress DOES NOT change to Not Started. The progress can be set independently of the % Complete, which gets the Clarity business rules around sub-project proxy tasks aligned with the business rules OWB/XOG/MSP use.