Inactive resources can be allocated to Projects via Staff page in Modern UX

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

In Clarity Modern UX, users are able to allocate inactive Resources to projects via Staff page.
This is however not possible from Clarity Classic Project Team page.

 

Steps To Reproduce:

1. Create a labor resource in Clarity Classic Administration - Resource page.
2. Set the 'Status' to 'Inactive'
3. Go to Clarity Modern UX and open a Project - Staff page. Click on 'Add' button.

Expected: Inactive resources should not be present in the list of resources

Actual: Inactive resources are presented in the list of resources and can be allocated to the project

Environment

Clarity 16.3.1, 16.3.2

Cause

DE171160

Resolution

This is working as designed.

The page to 'Add Staff' in Modern UX is using the grid from the 'Resource' workspace. 
This data provider allows the user to select inactive resources. 
It is allowed on this method to add staff for flexibility.  

Some customers may still want to add newly created resources that are set to inactive. 

It is our recommendation that when a resource is set to Inactive, Booking Rights are revoked so that if you do not want to allow 
users to add inactive staff, the application will prevent the user because they are not authorized.

All other actions prevent the user from selecting inactive resources because of the lookup that is used in the other places. 

In Clarity Classic, the selection page does not allow the user to 'select' any 'inactive' resources because they are not listed.

Therefore, the behavior is such that if you are in Classic or in Modern UX and the 'method' you are using to 'add' staff 
does not allow the user to 'select' an 'Inactive' resource, then it cannot be added. 
However, there are places that we do 'allow' the user to select 'inactive' resources.
 
For these pages, it is up to the user to 'filter' out the inactive resources if they do not want to add them, or to revoke 
booking rights on the inactive resources.

You can also set the 'Date of Termination' so that if the inactive resource is added, there won't be any allocations after 
that date for that resource because they are not available to work.