Is there a way to prevent the pm from deleting tasks?
I dont think we have an OOB functionality to prevent deleting the task. In fact, this has been raised as an enhancement request (CLRT-63419) and is still worked on. It would be great if you can raise this as an idea if there isnt one. If this is a mandatory requirement for you, please open a case and Services guys will be able to help you in designing one but this is going to be a charged agreement.
Is there any way to see a little more of that case/ERQ? It appears from my side to prevent access to that CLRT link.
This is the below info we have in the enhancement request. I have also added this community thread to the enhancement. The request is still in open state and I dont see an estimated time when this will be considered.
It would be great if one of you can log an IDEA for this as Product Management is also closely watching the ideas
a. What business problem will be solved by adding this new feature?
- We need to restrict PMs and other users with project edit access from
deleting specific Tasks/Milestones on projects. This is resulting in breaks
from reporting and other dependencies that we require.
b. Describe the importance and urgency level.
- This is of high importance as it requires significant rework and
additional administrative activities as the tasks/milestones have to be added
back to Clarity
c. Describe how the product works now.
- If a user has project edit access, he/she can delete any tasks/milestone
d. Describe the Enhancement Request in Detail.
- We would like to have the ability to prevent users from deleting specific
tasks/milestones on a project. The system needs to allow each Task/Milestone
to be defined as to whether or not it can be deleted. Depending upon a
user's right he/she should be able to delete as there is a requirement to
allow an Admin to delete the record, but prevent the PM from doing so.
I find it quite easy to copy/paste your text into 'my' idea
here's the link, please vote it up!
A method for preventing PMs from deleting specific tasks and milestones
How about this one?
Additional attribute for task object to prevent deletion
Thanks, I hadn't seen that one, I've now added a link to yours in the one I created.
I find it quite easy to vote it up!
We usually suggest one of two ways (both workarounds of course...):
1.) Throw 1 actual hour onto the task.
2.) We use the css theme to remove the delete button on the task page.
-We then tell them to pick a day and time (after hours, nobody is on) where we change the theme back to the one for everybody to be able to see the delete button. The users take the request the PM has to delete tasks and completes them. Then we change the theme back.
3.) Third, we haven't implemented that I know of, but is always a possibility. Remove delete button from everybodys theme. Place a checkbox on the task that says "delete". This could kick off a process that checks to make sure it is one that can be deleted. If so then it deletes the task. If not, it could sent an email to the PM saying that they aren't allowed to delete the task and the delete checkbox is set to unchecked.
Again, these are just workarounds for what would be a nice OOB feature.
Hope these help.
Thank you Jerin, thank you Chris.
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