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[SOLVED] Bulk validate hours

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(@marko)
Posts: 18
Active Member
Topic starter
 
[#3052]

Is it possible to bulk validate hours on multiple activities based on the planned hours?

Thanks
Marko


 
Posted : 15 Feb 2016 21H42
(@babynus)
Posts: 14952
Member Admin
 

I you mean automatically transform planned work into real work, answer is no.


 
Posted : 15 Feb 2016 21H51
(@marko)
Posts: 18
Active Member
Topic starter
 

sorry, I meant assigned work to validated work


 
Posted : 15 Feb 2016 23H11
(@babynus)
Posts: 14952
Member Admin
 

No.
It's possible for dates but not foe work.


 
Posted : 16 Feb 2016 16H10
(@marko)
Posts: 18
Active Member
Topic starter
 

I have a project with hundreds of tasks. If I understand correctly I need to go through each task and validate any assigned work.
As I understand some calculations are not correct if validated work is not entered. Is it possible to disable the validation process (say in a workflow) so that is not used?

Here is a simple workflow we use in our projects:
1. A customer ask for a project
2. We create the project with tasks, durations and estimated hours
3. Ask the customer if he agrees with the planned duration of the project
4. Customer agrees on the plan
5. We assign resources to the planned activities and estimate the cost
6. Ask the customer if he agrees with the cost
7. Customer agrees and we can start the project (resources are assigned the planned hours which are the same as validated hours)

Can such a workflow be done in Projeqtor?

Thanks


 
Posted : 17 Feb 2016 9H46
(@babynus)
Posts: 14952
Member Admin
 

Hi,

I think there may be an issue in you process.
How can you validate that planned dates defined on 2 are realistic if you don't assign resource at this step ?
Maybe all resource are busy on other project so your planning is not possible.

But you can do it in ProjeQtOr : either you use fixed duration for tasks, or use non real resource (for instance one team with capacity=number on members in target team).


 
Posted : 17 Feb 2016 11H42
(@marko)
Posts: 18
Active Member
Topic starter
 

Ok, I'll simplify the workflow:

1. A customer ask for a project
2. We create the project with tasks, assign resources, durations and estimated hours
3. Ask the customer if he agrees with the planned duration of the project
4. Customer agrees and we can start the project
now we need to go onto each task and validate the hours assigned instead of confirming that the customer has accepted the project as is (all is validated)

btw - is there a Project Order or Project Charter that can be created for step 3 where the customer looks at all aspects of the project and sign off the document?


 
Posted : 17 Feb 2016 12H04
(@babynus)
Posts: 14952
Member Admin
 

now we need to go onto each task and validate the hours assigned instead of confirming that the customer has accepted the project as is (all is validated)

You don't "need" to enter validated work on each task, you can enter it only at phase level or at project level.

btw - is there a Project Order or Project Charter that can be created for step 3 where the customer looks at all aspects of the project and sign off the document?

Yes, the Order object will do that.
Moreover, if you define work on Order, it will be summed up as project validated work.


 
Posted : 17 Feb 2016 12H21
(@marko)
Posts: 18
Active Member
Topic starter
 

You don't "need" to enter validated work on each task, you can enter it only at phase level or at project level.

Ok, great!
However now, by going through my phases and projects I can see that they have the validated work field greyed out. I assume that if you have already put some validated work on activity level then the parent level is greyed out. However, I found some of my phases that don't have any task with validated work and still the phase field is greyed out.

Yes, the Order object will do that.
Moreover, if you define work on Order, it will be summed up as project validated work.

Ok, thanks


 
Posted : 17 Feb 2016 13H16
(@babynus)
Posts: 14952
Member Admin
 

I assume that if you have already put some validated work on activity level then the parent level is greyed out.

Exactly.

I found some of my phases that don't have any task with validated work and still the phase field is greyed out.

Possibly an issue on V5.2.2. Please try V5.2.3.


 
Posted : 17 Feb 2016 13H18
(@marko)
Posts: 18
Active Member
Topic starter
 

I upgraded to 5..2.3 however it didn't help with the greyed out work validation field.
I managed to solve it by moving one of the validated dates in each task of the phase. By changing the validated date (you can change it back to what it was) the parent field for work validation becomes writeable.


 
Posted : 17 Feb 2016 14H06
(@babynus)
Posts: 14952
Member Admin
 

Hi,
V5.2.3 fixes the origin of the issue but not the result of the issue.
That's what you did updateing dates on sub-tasks : fixing data by recalcuating sub-tasks and so propagating updates on top tasks.


 
Posted : 17 Feb 2016 15H39
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