Clarity

For better or worse, our office has removed project schedules from Clarity to now be kept on SharePoint. When we first did this, we created a list of 12 standard tasks to remain in Clarity for time tracking purposes. 

The decision has now been made to consolidate that down to one task per project. 

Is there a way to make Projects be able to act like Other Work in that ETC will always equal Allocation, and thus remove the task of having to manage ETC every week? The team would love to be able to just remove the Tasks tab (or not have to use it any more - our office is small so either way will work). 

Thank you in advance!

Heidi

Have you tried leveraging the "Effort Task" to do this?  This would automatically allocate all resources added to the team tab to the Effort Task (starts with ~) with ETC's matching allocation.

Thank you so much! This is perfect... I didn't realize that functionality was there!

Just to expand on this in case anyone else comes looking, we moved to this method about a year ago (though we're now considering individual tasks again). On the team member resource on the projects there is an "Assigned to Effort Task" checkbox, once checked it will create a new task with the name of the project and taskid "~rmw" (if it didn't already exist/was the first member checked), all resources you want to have the single task need to have this checked.

Keep in mind that this does NOT prevent you from still assigning them to other tasks like normal as well. For certain deliverables we still assign the resource responsible for it and make it complete to track completion/delivery dates and such, but we make sure none of those are open for time entry.

Also, you can have the ~rmw task as part of your template, and when creating a project from the template it will update the task name with the name of the project.