Dear Community Members,
Curious about the new "Create and Update" process in 14.3 or wondering how to manage schedules when some people don't report time? We have all that plus more in today's Q&A.
1. When some resources don't track TIME, how do you MANAGE project schedules and REPORT on cost and schedule performance?
2. Action Item Assignee Problem
3. The new, singular “Create and Update” Process (14.3)
4. How to Query Users in a Specific Group
5. Planned Cost Totals are Missing from Our Investment Hierarchy
Please feel free to comment on any alternative answers you've found. At Rego, we always love your input.
We're on-boarding new areas into Clarity. Some folks will track time, and some won't. We understand this will create scheduling challenges. We're also hoping to integrate MSP and concerned about the % complete manual method VERSUS how % complete works in MSP when connected to Clarity.
How do you MANAGE project schedules and REPORT on cost and schedule performance when there is a mix of resources tracking time?
You should avoid trying to track time-trackers and non-time-trackers in the same plan, especially if you’re trying to get some idea of “burn-down.”
However, in the past we’ve created a process to convert allocations at the Project > Team level into Actuals. And you could feasibly convert ETCs to actuals.
Here's a scenario:
1. Resource N is a non-time tracker.
2. She has been assigned to a task spanning 2 weeks with 80 hours of ETCs.
3. At the end of week 1, a process would run that would see that 40 hours of ETCs were scheduled the previous week; it would then create actuals of 40 for that resource and decrement the ETCs accordingly.
There are some details you'd need to iron out, but this could solve a lot of your issues and appears to work well when you're using MSP with the Manual % Complete calculation method. It should also support EVM metrics.
I'm trying to assign action items and can only see fields based on the resource browse lookup. I have a few custom fields using Custom Lookups (selecting resource id (not user_id)), but they won’t show up in the AI assignment. Any tricks?
In 14.3, if you haven't noticed, you can make one “Create and Update” process. So maintaining two processes is history. Why is this useful?
Another scenario is when an Idea is created; a process that triggers on the idea submit needs to start when the status is set to Submitted. This can happen at the creation of the Idea by clicking the Submit for approval. After it was created, the same steps would apply, so two processes are needed to maintain continuity.
Anyone have a query that pulls users and user status, based on a security group?
, US.NAME USER_STATUS
FROM CMN_SEC_USERS U
JOIN CMN_LOOKUPS_V US ON U.USER_STATUS_ID = US.ID AND US.LOOKUP_TYPE = 'SEC_USER_STATUS' AND US.LANGUAGE_CODE = 'en'
AND EXISTS (SELECT 1
FROM CMN_SEC_USER_GROUPS UG
JOIN CMN_SEC_GROUPS G ON UG.GROUP_ID = G.ID AND G.GROUP_ROLE_TYPE = 'GROUP'
WHERE UG.USER_ID = U.ID AND G.GROUP_CODE = :group_code)
I have an issue with planned cost not showing up in the hierarchy tab of the master project. $10k should be visible for the subproject, but it’s showing $0. I’ve tried running the Upgrade Aggregated Data job, and it’s still showing $0. Has anyone seen this issue before?
Jerry Dolak, Rob Greca, Dave Matzdorf,https://www.linkedin.com/in/robert-greca-252b0b3/ Atul Kunkulol, Sangeet Chourey, James Gille, Kelly Limberg, Danny Massimini, Marlon McKenzie,https://www.linkedin.com/in/dannymassimini/ Sankhadeep Dhar, Rajini Mamidi, Jenn Rinella, Rob Greca, Ross Hensel, and the Rego Team for this Q/A material.