Posting time against ideas: Effort task creation
Article ID: 213119
Updated On:
Products
Issue/Introduction
Users are unable to post time against ideas. Track mode and Open For Time Entry settings are correct and there is nothing obvious that suggests what the issue is.
Further looking we noticed that there is no effort task created for the ideas where users are unable to post time
Environment
Clarity 15.7.1 and above
Cause
The Allow Effort Task Creation option is disabled.
Prior to 15.7.1 this setting used to affect projects only. With the use of custom investments, this setting must be on if an effort task is to be created when assigning a Staff member through the Modern UX
If the setting is off, the Effort Task is not created if the team member is added to ideas on the Classic UI.
The settings must be enabled, if assignments are made on the Modern UX
Resolution
Administration > Project Management > Settings
Ensure the Allow Effort Task Creation is enabled.
Note: Once Effort Task setting is turned on user will need to remove resource from the team and add it again in onder for the Effort Task to get created.
Additional Information
Please see:
Custom Investment Effort Task
You use the Administration, Project Management, Settings page in Classic PPM to select or clear the Allow Effort Task Creation option. If this option is selected, an effort task would be created on the investment, when a Staff Member is added to the investment. In previous releases of Clarity, this option only applied to the Project Object. This setting applies to custom investments from Clarity 15.7.1 onwards.
In Classic PPM and Classic PPM XOG:
When staff members are added to NPIOS: Ideas, Applications, Assets, Products, Services, and Other Work, the Effort Task is ALWAYS created. This is because Classic PPM NPIOs do not support task operations and additional tasks - therefore the Effort Task is Required for Classic PPM NPIOs to support posting actuals on the investments.
In Classic PPM, projects are the only instances that honor this setting. NPIOs created in Classic PPM ignore this setting and always get the Effort Task.
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