Clarity MUX Resource module - only considers actuals for active investments

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

The Resources workspace modules only considers active investments and cannot be user to check actuals.
Is there a description available for this behaviour?

Can the Resource module be used for actuals if there's no option to filter for active vs. inactive investments in it because of the pre-filtering logic being present?

Are there any changes planned for this in the future?

Resolution

The current behavior of the Resources workspace is by design. The pre-filter logic used in the resource workspace only displays data for active investments, and the pre-filter cannot be edited like how it is currently available for the related object grids. Example : Staffing workspace

The workaround would be use the staff grids available in the Staffing workspace, to view actuals for both active and inactive investments, please use the Staffing grid's pre-filter logic allows for displaying comprehensive actuals by either setting the "Active" filter to "--All--" or by not applying a filter for active status.

 

Additional Information

For a comprehensive overview of the Resources workspace capabilities, please refer to the documentation available here: Resources Workspace

Reference for raising Enhancement Requests for Clarity