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Transferring assignment data in OWB. Reflection in Clarity MUX

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Article ID: 258082

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

We are using OWB to transfer the task assignment data. However, the Modern UX in Clarity does not show the assignment data correctly.

The Classic UI shows proper data as per the changes done in OWB,

 

Let´s take a case scenario:

A project that spans a few months

Two team members allocated at 0 % through the project lifetime

One team member is assigned to a manual task

Add some ETC to the existing assignment on a given period

Looking at the Staff tab after the ETC has been assigned (Cheryl shows the correct data):

Open the Project in OWB and go to the Project > Transfer Assignments menu 

Populate the transfer assignment fields: 

Currently assigned resource and targeted resource to transfer the assignment to. Select the task > Click All

Click OK

Save and close OWB

Go to Clarity MUX

The assignment has been transferred to Joyce correctly.

Go to the Staff tab

Joyce shows the ETC correctly, but the Per Period Metrics still show the data against the Cheryl and would expect them to be transferred to Joyce

Cause

Update Investment Allocations and Usage and Time Slicing Sync job are required to update the data

Resolution

Run the Update Investment Allocations and Usage job

Run the Time Slicing Sync job with the Force flag on afterward

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