Allocate from Estimates Effort Task Only Removes Allocations
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Allocate from Estimates Effort Task Only Removes Allocations

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Article ID: 385169

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Updated On:

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.

STR:

1.  Make sure on Admin / Project Management Settings you allow for effort task creation.

2.  In MUX create a new project (or other investment)

     Make the dates span at least a month so there will be allocations

3.  Add a staff member to the investment.  If the staff has 0% Allocation add some allocation.

4.  Confirm the effort task got created and it is the only task.

     ETC should match allocation

5.  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.

 

Workaround:  None.  If only certain CITs have only effort task put these in a different OBS and schedule to job to only include the other OBS units.

 

Environment

Clarity 16.2.2

Cause

DE160805

Resolution

Resolved in 16.3.2