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Resource list blank when assigning to activities

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 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 
[#5879]

Hi,

I have allocated resources to the project but when I tried to assignment resource to a defined activity the resource list is blank. What else I'm missing?

Thanks!


 
Posted : 29 Mar 2019 14H46
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Please show allocation list.


 
Posted : 01 Apr 2019 2H46
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

 
Posted : 01 Apr 2019 10H31
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

All your allocations ended on 31/01/2019.
So there si no-one left in the project team.


 
Posted : 01 Apr 2019 11H07
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

But it's an activity in January that I want to change the resource.


 
Posted : 01 Apr 2019 14H34
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

I am afraid to have to inform you that we are in April...
...at least here in France, but I guess it is almost the same in most countries ...
...and except for some time travellers that don't care about space-time continuum.

So I'm afraid the resource won't work in january on your activity.
So possibly you'll have to change the allocation dates...


 
Posted : 01 Apr 2019 15H50
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

Is that a 1st April joke? :')

We are not time travellers but we need to add projects that started earlier and continue the planning if you understand what I mean.


 
Posted : 01 Apr 2019 15H54
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Is that a 1st April joke? :')

No, it is just a everyday type of joke.

We are not time travellers but we need to add projects that started earlier and continue the planning if you understand what I mean.

Then just don't set a end date to the allocation, you won't have any issue.


 
Posted : 01 Apr 2019 20H59
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

If I don't set an end date then he will have 200% allocation if he has another ongoing project, won't the calculate go wrong in this case? I confirm that when I remove the end date, the names showed up in the list. But I don't understand why it doesn't show up when I have the end day while planning the resource within the allocated period.


 
Posted : 02 Apr 2019 10H49
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

OK, I think I understand now. When I add a resource, it checks if the resource is available now, if I don't set the end date the person would be available for the project then I can change the date for the assignment.
Am I right?


 
Posted : 02 Apr 2019 11H19
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

If I don't set an end date then he will have 200% allocation if he has another ongoing project, won't the calculate go wrong in this case?

No, it will just tell that the resource has the hability to work at 100% on any of the project.
But the capacity of the resource will not be booked at 200%


 
Posted : 02 Apr 2019 11H32
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

aha, now I know. Do you suggest that I set 100% on all projects and the assignment rate for different activities?


 
Posted : 02 Apr 2019 14H41
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Yes, it is good option (the one I use when I have no specific constraint).


 
Posted : 05 Apr 2019 18H55
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

OK, thanks!


 
Posted : 08 Apr 2019 10H29
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

Yes, it is good option (the one I use when I have no specific constraint).

Now I came across another problem. If I set all resources to 100% allocations I can't get an overview about how one resource is planned. Can I see an overview somewhere about how the resource is allocated by activity level?
One more thing, I would like to hide the projects that are closed in the planning and the resource allocations list. Is this function available?

Thanks!


 
Posted : 07 May 2019 11H43
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Can I see an overview somewhere about how the resource is allocated by activity level?

There are several reports to do this

One more thing, I would like to hide the projects that are closed in the planning and the resource allocations list. Is this function available?

Just close the project.
It will close allocations.


 
Posted : 09 May 2019 18H53
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

There are several reports to do this

There are only hours in the reports, I would like to see percentage.

Just close the project.It will close allocations.

I have closed the project however the allocations are still shown but with a grey round cross.


 
Posted : 10 May 2019 10H18
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

There are only hours in the reports, I would like to see percentage.

Report in this format does not exist.

I have closed the project however the allocations are still shown but with a grey round cross.

Exactly : grey cross means the allocation is closed 😉


 
Posted : 12 May 2019 3H43
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

But I don't want to see the grey cross, at least there is a checkbox like in the planning to hide the closed allocations. It's such a mess when the list gets longer.


 
Posted : 13 May 2019 14H28
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Closing does not mean deleteing.
We must preserve old allocations to be able to retreive previous rights when you enter in Archive mode.


 
Posted : 13 May 2019 21H17
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

I understand that closing is not deleting. But it is not convenient when I want to see a fresh view of a resource showing the current projects he is working on. The closed allocations are taking too much space and difficult to see if you understand what I mean.


 
Posted : 14 May 2019 14H32
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

OK, I see.
You deal with allocation list on resource screen (I was considering allocation list on project screen).
We'll have a look. Ticekt #4009 recorded


 
Posted : 14 May 2019 14H49
 Moqi
(@clarezoe)
Posts: 73
Active Member
Topic starter
 

Thank you very much! Sorry I didn't explain clearly. 🙂


 
Posted : 15 May 2019 8H38
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