Segment Allocations Not Exactly Copied From Project Template
Article ID: 275312
Updated On:
Products
Issue/Introduction
The segment allocations are changed from what is set on the Project template > Team > Properties page
The first segment on the new project is created with 0% Allocation segment having a duration equal to the difference between the Template Start Date and the New Project Start date.
If the difference between these dates is NOT the same duration of the first segment, it seems it is simply adding a new segment with 0%.
If the difference between these dates has the same duration of the first segment, that segment will be reset to 0%.
STEPS TO REPRODUCE:
1. Create a project template with roles having multiple segments
Scenario 1:
--a
Project Start Date = 1/1/2024
Project Finish Date = 10/12/2027
--b Set segments
1/1/2024 to 11/30/2024 1,500.00%
12/1/2024 to 5/31/2025 800.00%
6/1/2025 to 9/30/2025 200.00%
10/1/2025 to 10/12/2027 0.00%
2. Create From Template
a. Click ‘New from Template’
--a
Project Start Date = 1/1/2025
Project Finish Date = 10/12/2028
3. Compare the Template role segments vs the new project created from template role segments
Expected: The role allocation segments be the same.
Actual: The role allocation segments are not copied, but changed.
See example screenshots.
Template allocation segments
New Project allocation segments, after Create From Template
Workaround: On the new project, null out the start and finish dates (circled above) and click Save.
Scenario 2:
--a Create From Template
with following dates:
Project Start Date = 4/1/2024 ←--(pushed 3 months out)
Project Finish Date = 10/20/2024 (does not matter)
--b Review the segments on new project on Team > properties
Observation:
For the 3 months (April, May, June), the % Allocation is set to 0%
and the remaining stayed the same.
The segments are changed based on how far the date is moved
It appears is is being changed due to the project's start date change.
Resolution
This is being reviewed as DE78124
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