When a Task is copied the newly created task should always have a Status of Not Started & 0% Complete

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

In Release 16.2.0, the investment manager now has the ability to copy tasks within the current investment.  The Task Status and % Complete fields are not getting reset as expected when the task is being copied from within the current / same investment.  This behavior is working as expected when tasks are copied using the 'Copy from...' action available from the Tasks Module, Timeline 'Actions' menu. 

Steps to Reproduce:

1. Go to a Project, Custom Investment or Perpetual Team investment, Tasks Module
2. From the Timeline or Grid layout, locate a task that has a Status = Started or Completed and the % Complete field has a value > 0%
3. Copy the task

Expected Results: The Task Status and % Complete fields should get reset to 'Not Started' and 0%. 

Actual Results: The Task Status and % Complete fields are simply copied to the new task. 

 

Expected Results:

Below are examples of how the 'copied Task' fields should be reset.  Actuals are converted into ETCs. 

Note: When an investment has the % Complete Calculation Method set to 'Manual', the % Complete can be set to any value regardless of the progress on the task based on duration or effort. 

Use Case #1 - Completed Task

Fields	Source Task	Copied Task
Status	Completed	Not Started
% Complete	100%	0%
Actuals	40	0
ETC	0	40

 

Use Case #2 - Started Task with Actuals

Fields	Source Task	Copied Task
Status	Started	Not Started
% Complete	25%	0%
Actuals	40	0
ETC	60	100

  

Use Case #3 - Started Task with NO Actuals

Fields	Source Task	Copied Task
Status	Started	Not Started
% Complete	25%	0%
Actuals	0	0
ETC	160	160

  

 

 

Environment

Clarity Release 16.2.0 

Cause

DE78405 

Resolution

Workaround: Reset the Status field to 'Not Started' and this will automatically reset the % Complete field too. 

This issue is with engineering and is targeted & planned for the Release 16.2.0 Patch #1.