Logic / Criteria for 'Add Assigned Tasks' option in Modern Timesheets

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

What is the logic/criteria for the 'Add Assigned Tasks' option in Modern Timesheets?

It appears inconsistent as per the setting (+/- 7 days of timesheet period).

Environment

Any supported Clarity release

Resolution

Here is the logic for the 'Add Assigned Tasks'

1- This option appears only when a resource has assignments.
2- This option populates a new timesheet with task assignments that are currently open. 
3- The open assignments have a date range within the time period of the new timesheet and typically have non-zero pending or accepted ETC. 
4- The range also includes the number of days that your administrator set in
Administration > Project Management > Timesheet Options > Default Time Entry Options

5- The Populate Time Range field includes a setting for the days before and after the time period start (default = 7 days). 
6- If any open assignments have non-zero ETC, the tasks in any future time periods outside the range also appear.

 

Additional Information

When using the Add Assigned Tasks option also Classic Other Work instances can be added.

Once time gets posted, those might not appear again as the assignment becomes complete 

The assignment cannot have a status of complete. It must be "not started" or "started." The assignment status is determined by condition a, b or c below.

a.    If there are no actuals posted to the assignment, regardless of what the estimates are, then the assignment status is Not Started. 
       (PRAssignment.prstatus = 0)
b.    If there are actuals and the estimate is not 0, then the assignment status is started. 
       (PRAssignment.prstatus = 1) 
c.    Otherwise (there are actuals and the estimate is 0) then the assignment status is completed. (PRAssignment.prstatus = 2) 

Note: It is important to look at the assignment status, not the task status in determining if a task should show on a timesheet for a resource. There are scenarios where the task status will differ from the assignment. i.e., A resource may be finished working on the task (that assignment would be complete); however, another resource may still need to complete the work on the same task. 

Timesheet Population - What Determines Tasks To Display on a Timesheet?