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Removing obsolete resource allocation lines

Last post 10-14-2008 10:23 AM by emarone. 5 replies.
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  • 06-03-2008 6:20 AM

    • APQAS
    • Top 100 Contributor
    • Joined on 05-08-2008
    • Posts 9

    Removing obsolete resource allocation lines

    Hi,

        As time as gone by many of my resources are showing old projects (that we don't want to archive just yet) with no future allocations in the Team Manager view. Is there any way of removing these? (I suspect Reallocate followed by Remove Resource might do it, but might that also remove historical data?)
     
    Cheers 
  • 06-17-2008 1:09 PM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Removing obsolete resource allocation lines

    You don't want to use the Reallocate or Remove Resource function here, as you will lose historical allocation data.  Unfortunately, there's no way to filter old projects from TM other than Archiving them.  We are currently working on resource management and TM enhancements, so please plant this suggestion in the Greenhouse and we'll see how it grows from there!

    Erik Marone | Daptiv Product Manager
  • 06-23-2008 9:28 AM In reply to

    • APQAS
    • Top 100 Contributor
    • Joined on 05-08-2008
    • Posts 9

    Re: Removing obsolete resource allocation lines

    Does that say something about the danger of Reallocate? In the past, when modified requests have come in some of our Resource Managers did a new "Assign Resource". But that results in multiple lines for a project. So, now when actually adjusting time for an already-assigned resource they use "Reallocate". Does that "lose historical data"?

    Cheers 

  • 06-25-2008 1:42 PM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Removing obsolete resource allocation lines

    Yes, it may.  Again, this is an area we currently working in and hopefully will have this corrected soon.

    Erik Marone | Daptiv Product Manager
  • 09-02-2008 8:32 AM In reply to

    Re: Removing obsolete resource allocation lines

    Has this been resolved???

    Also, is there an easy way to decrease allocated hours?

  • 10-14-2008 10:23 AM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Removing obsolete resource allocation lines

    The issues with historical allocation data being lost when reallocating a resource have been resolved in our Fall 08 release, due out in a few weeks.

    Erik Marone | Daptiv Product Manager
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