Clarity

Clarity Tuesday Tip: Can a resource be removed from a task after posting hours on it?

By Connie_Fu posted 08-04-2014 09:50 PM

  


Have you ever tried removing a resource from a task after adjusting timesheets to 0 hours, or after deleting the timesheets and still got an error "PRJ-07580: One or more staff members cannot be removed. This may be due to security, committed actuals or booked requisition."? Is it possible to ever remove a resource from a task after actuals have been posted on the assignment?


The short answer is yes, but you would want to be very clear about the results from taking the necessary steps

 

Per the current product design it is possible to achieve this goal, however the actions required for such removal will impact a larger scale of data than what you may initially expect: you should be ready to remove all timesheets that fall within the affected time reporting periods, and all financial transactions on the project from not just for a specific resource but all resources.


Carefully review the steps below and decide if they are feasible given the scope of the problem and the impact area:

 

1. Adjust the timesheets where hours have been posted from, zeroing out the hours from the task and post the adjustment timesheets. If project is enabled for financial, new transactions will be generated from the adjustment timesheets to back out the quantities in WIP. Complete the financial posting so that these new transactions are posted to WIP. If you query the WIP tables where the status is 0 (i.e. current) you should come up to a net 0 for the assignment. At this point the resource will now shows 0 actuals on the task assignment

 

2. Close the time reporting periods in which the timesheets for the unwanted assignments fall; mark the periods for deletion. Run the Delete Investments job.

 

*** IMPORTANT *** This job run will delete ALL timesheets from all resources that fall within the time reporting periods closed at step #4, the impact area is all resources, on all projects, within the chosen time periods.

 

3. If the project and the resource were financially enabled and financial transactions have been posted to WIP, you would need set the project financial status to CLOSED and run one job against this project: Purge Financial Tables job

 

*** IMPORTANT *** This job will delete ALL financial WIP transactions for the projects. The impact area is all resources on the project

 

You should now be able to remove the resource from the task, and remove the resource from the project team as well.

 

In some situations a data cleanup of such large scale is not feasible for the purpose of correcting just one or a few assignments. Clarity's Product Management team is looking to collect use cases and business impact of this limitation of the product design, so that the design can be adjusted in the future to better its users. Please promote and comment on the existing Idea on the Global User Community through this link :

 

https://communities.ca.com/ideas/103016115

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