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Remove a resource from the project with zero actuals

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  • 1.  Remove a resource from the project with zero actuals

    Posted 08-10-2018 03:43 AM

    CA PPM 14.3

     

    When I try to REMOVE the below resource, I get the error message.  This resource has no actulas or pending actuals or any pending requisitions or hard booked.

     

    When I checked on the 'Posted Transaction Review' portlet, I see the timesheet got adjusted with ZERO timesheet.

     

     

     

    The below link recommends to run 'Purge Financial Tables job" for the specific project.

     

    Can a resource be removed from a task after postin - CA Knowledge 

     

    Any thoughts!

     

    Thanks

    -Venkitta



  • 2.  Re: Remove a resource from the project with zero actuals
    Best Answer

    Posted 08-10-2018 04:23 AM

    If they have an adjusted timesheet (which I think you are saying they do have), where the old/adjusted timesheet contained a task on that project (even if the new/adjustment timesheet removed that task), then the system will not let you remove that resource from the project (just like if they had a 'real' timesheet against the project). Its a "commited actuals", even though you have cancelled out those actuals subsequently.

     

    I think all you can do is make their allocation zero and remove them for time-entry on that project.



  • 3.  Re: Remove a resource from the project with zero actuals

    Posted 08-10-2018 05:50 AM

    Thanks David.  So I have to leave those resources on the projects with zero allocation and ETC.  



  • 4.  Re: Remove a resource from the project with zero actuals

    Posted 08-10-2018 06:11 AM

    Yeah, and close them for time entry on that project.



  • 5.  Re: Remove a resource from the project with zero actuals

    Posted 08-10-2018 04:25 AM

    I would have suggested you the same, Venkitta. But the job will delete all the WIP transactions for all the resources assigned to that project. So take a note of that one. 



  • 6.  Re: Remove a resource from the project with zero actuals

    Posted 08-10-2018 06:02 AM

    Thanks Abhisek.  So there is no way to delete the WIP transactions only for a specific resource?



  • 7.  Re: Remove a resource from the project with zero actuals

    Posted 08-10-2018 09:14 AM

    Not that I am aware of.

     

    (Note that I am avoiding anything related to executing queries directly in the database)