Resource Allocations portlet. ETC Removal
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Resource Allocations portlet. ETC Removal

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Article ID: 230813

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Prior to Clarity 16.0, if a Resource was leaving the company, I would remove all his investment ETCs from the Resource Allocations portlet by selecting the investment and clicking on the Remove button.

If the investment would have Actuals, I would get an error, but the ETC of the Resource would be zeroed out.

PRJ-07580: One or more staff members cannot be removed. This may be due to security, committed actuals or booked requisition.

In Clarity 16.0 the ETC does not get zeroed out

Cause

A design change was introduced when there are Actuals on an investment to prevent Dependencies / Conversations from getting lost.

Resolution

An alternative would be to build a portlet on the Assignment object.

The ETCs for a given Resource task assignments can be removed in one go by editing the ETC cell on the grid list.

Please see below what the portlet would look like: