Allocate from Estimates Effort Task Only Removes Allocations

Products

• Clarity PPM On Premise

Issue/Introduction

If an investment only has an effort task and no other tasks, the Allocate from Estimates job removes the allocations.

Steps to Reproduce:

1. Make sure on Admin / Project Management Settings you allow for effort task creation.
2. In MUX create a new project (or other investment)
3. Make the dates span at least a month so there will be allocations
4. Add a staff member to the investment.  If the staff has 0% Allocation add some allocation.
5. Confirm the effort task got created and it is the only task.
6. ETC should match allocation
7. Do Allocate from Estimates on the staff by selecting the staff member or run the Allocate from Estimates job

Expected Result:  Allocation remains and matches ETC     

Actual Result:   Allocation and ETC are removed.

Environment

Clarity 16.2.2

Cause

This is caused by DE160805 where the effort task was causing a looping behavior as it is tied to allocations. If allocations updated, then the effort task ETC updated respectively.

Resolution

This has been resolved in Clarity 16.3.2

The expected behavior is as follows:

It should skip or not include any values on the Effort Task assignment to recalculate the Allocation when there is a non-zero Regular Task assignment ETC values. 

•    Project with Effort Task Only assignment - No update to the Allocation because there are no regular task assignments 

-- This is the use case that is related to this current bug 

• Project with Effort Task & Regular Tasks assignments 

  • If the Regular Tasks assignment total ETC > 0, only calculate the regular Task non-Zero ETC to get the new Allocation amount (this will then reset the Effort Task amount to the new allocation amount; this will cause the staff members total ETC amount to be double because they have both effort and regular tasks).

  • If the Regular Tasks assignment total ETC = 0, skip calculation and keep existing Allocation amount and therefore the Effort Task ETC automatically is updated to the same amount as the Allocation amount.   

• Project with Regular Tasks Only assignments 

  • • There is no Effort task assignment to worry about

    • If the Regular Tasks assignment total ETC > 0, calculate the Allocation amount 

    • If the Regular Tasks assignment total ETC = 0, calculate the Allocation amount = 0 

• Project with NO Effort Task and NO Regular Tasks / No assignments for this staff member 

  • • Skip the calculation / keep the existing Allocation amount