Timesheet: Add Assigned Tasks does not show all assigned tasks

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

If a task has 0 ETC and there are actuals posted against it, the task status shows as complete.   Note that this is the same at the assignment level.  Completed tasks/assignments do not show when you populate a timesheet with assigned tasks.

 - This was always the functionality even in Classic PPM.

 

If a task or assignment has 0 hours posted and 0 ETC, the task will show as Not Started or Started and these will show when you Add Assigned Tasks for the timesheet.

 - This is the functionality in Classic PPM

 

In Modern UX the assigned tasks work differently.

If the assignment has 0 actual hours and 0 ETC, the task will not be available as for Add Assigned Tasks or in your assigned tasks.  You will need to add it using Select Task. (see below)

This is because the query looking for the assigned task is checking prstart and prfinish from the prassignment table to be within the population dates identified on Timesheet Options. (normally 7 days before and 7 days after)

If there is 0 ETC and no actuals the start and finish dates on the assignment use the task start and finish dates and the dates in the prassignment table are null.  Therefore the query cannot confirm these assignments fall within the population dates determined by the Timesheet Options.

 

How then can we easily find tasks which we are assigned but have 0 ETC?

 

Environment

Release : 16.0.1 16.0.2, 16.1.1, 16.1.2

Component : Clarity Time Management

Cause

Many times non project work such as Other Work has 0 allocation and assignments.  Once time is posted to these the status of the assignment becomes complete and they do not show when you Add Assigned Tasks.

If a task has 0 etc and there are actuals posted against it, the task status shows as complete.   Note that this is the same at the assignment level.  Completed tasks/assignments do not show when you populate a timesheet with assigned tasks.

 - This was always the functionality even in Classic PPM.

Resolution

You will need to click on Select Tasks which brings back a list of Open for Time Entry Tasks for projects where you may or may not be assigned.

 

Use the Smart Filter on the Select Tasks option to make 

Assigned Resources = Current User

This can be saved as your default filter so each time you go to Select Tasks it will only show the tasks you are assigned to.

Additional Information

Reference communities post for information on Populate Timesheet:  https://community.broadcom.com/communities/community-home/digestviewer/viewthread?MID=718138

This link is to a document with the logic for populating a timesheet.  It is an older document and does not include Other Work, but that follows the same logic.

Populate Logic

Start And Finish Dates On Investments, Allocations, Tasks, Assignments