Clarity

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  • 1.  Resource Finder and Parent Role

    Posted Sep 16, 2019 02:55 PM
    Edited by Michael Thibault Sep 17, 2019 10:34 AM
    We are using Clarity version 15.6 (same behavior in 15.5.1).

    In my test, We have a role Called 'Business Analyst - BUS' and it has a child role called 'Business Analyst - BUS - 40'.  I have the child role on the project and am using the resource finder.  I have a resource that has the primary role of 'Business Analyst - BUS'.

    When using the resource finder to find a replacement for 'Business Analyst - BUS - 40' I am setting the 'Filter Mode' under role to 'Selected and ancestors'.  From my understanding that should bring up the resource that has the parent role (Business Analyst - BUS) as a possible resource.  Nothing comes up.

    From the Clarity documentation:
         Role
              Searches by role.
         Filter Mode
              Specifies a limited search on the exact role or a wider search that includes role descendants or ancestors.

    What is the expected behavior?

    Thanks in advance!

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    Manager, PPM Strategy, Support and training
    TD bank Group
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  • 2.  RE: Resource Finder and Parent Role
    Best Answer

    Broadcom Employee
    Posted Sep 19, 2019 10:04 AM
    Hi Michael,
    The search seems to be working OK for me in 15.7:


    Regards



  • 3.  RE: Resource Finder and Parent Role

    Posted Sep 23, 2019 12:07 PM
    Thank you.  Do you know if it worked in 15.6?

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    Manager, PPM Strategy, Support and training
    TD bank Group
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