ETC on Task Assignments after Resource Termination Date

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

When a Staff member on a project becomes Inactive, that person's allocations past the termination date are cleared out - that is what we would expect.

Unfortunately, that behavior does not seem to replicate on the Task. Future Task ETCs remain populated post resource termination date; in addition they can be added/modified 

 

Example:

• Resource has a termination date on Jun 30
• In Allocation in Team in Classic or Staff in MUX, Allocation gets set to 0, for July 1st onwards.
• ETC against Assignments in the 'Tasks' tab, remains for July 1 and onwards
• PM can enter new ETC

Is this expected?  Is there a way to ensure that Task ETC are cleared out, post resources' Termination date?

Environment

All Supported Clarity Releases

Cause

This is an expected behaviour. ETC has to be manually shifted to a different resource by the Project Manager.

Resolution

Just because a resource is not available does not mean that the Work Estimates go away; there is still work to be done. 

 

• Allocations change according to the Resource's Availability changes, but ETCs do not change automatically based on the Resource's availability. 
• Therefore Allocation is like telling the investment manager that this person is available to work for this amount of time.
• If their Date of Termination is changed or their Calendar is changed, only the Allocations are automatically adjusted.
• Any existing ETCs won't automatically change.    

 

Using the 'Effort Task'

• ETC tries to remain in Sync and if it gets out of sync you can update the ETC using 'Update Estimates from Allocations'.
• This job updates Effort Task ETC to match Allocation starting from team member ActThrough date. 
• This job does not impact regular WBS tasks. 

 

Using regular WBS Tasks

• When a Resource is assigned to a task, it takes the resource's current Allocation to create the assignment.
• So only at that time is the ETC set according to the Allocation. 
• ETCs are not impacted by the changes to the Resource's availability because the work still needs to be done. 
• It is up to the investment manager to manage the WBS. 
• The Manager can replace assignees with other people that are available to work. 

 

As a workaround, manual change or replace from UI can be done. To make changes in bulk, XOG can be leveraged to reset ETC to 0 on selected Task Assignments.