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Team Allocation Changes when Converting an Idea to a Project


Article ID: 5326


Updated On:


Clarity PPM SaaS Clarity PPM On Premise


The duration of the first allocation segment gets doubled when converting an Idea to a Project if the first allocation segment is read only (inheriting the Default Allocation % from the Staff Member Properties). This may cause the total allocation to increase or decrease for the team member on the project. 

Steps to Reproduce: 

1. Create an Idea with the following dates: 4/4/16 - 4/8/16 
2. Add a resource to the team 
3. On the Staff Member Properties page of the resource added on Step2, set the Default Allocation % to 0% (reproducible with any other value as well) 
4. Add the following Planned Allocation Segment: 
4/6-4/8 : 50% (4hours x3 days = 12 allocation hours) 
5. Notice that a default allocation segment will get created. This segment will be inheriting the Default Allocation % (0%) for the following dates, and will be read only: 
4/4-4/5: 0% (This is a 2 day segment.) 
6. Submit the Idea for Approval, Approve the Idea 
7. Click on the Convert button on the Idea properties page to convert the Idea to a Project 
8. On the Select Investment Type page, select the 'Copy Team' checkbox. 
9. On the Create Project page, leave the start and Finish dates as they are. (They will be the same as the dates on the Idea by default.) 
10. Click on Save 
11. Go to the Team detail tab


Expected Results:The default allocation segment to be the same as they were on the Idea. Allocation to be 4 hours a day for 4/6, 4/7 and 4/8.

Actual Results: The duration of the 0% allocation segment has changed from 2 days to 4 days on the Project. The Project Allocation segments are as follows: 4/4-4/7 at 0% (this is now 4 days) and only the remaining day, 4/8 has an allocation of 50% (4 hours total).


Caused by CLRT-80172


CA PPM 14.3 and 14.4


CLRT-80172 is fixed on PPM 15.1.


Workaround: Manually create a segment with the same allocation % as the Default Allocation % for that team member on the Idea before converting it.

Additional Information

Please reference the Resolved Defects section in the documentation for PPM 15.1.