Can you delete an assignment or task with actual units entered?

Document ID : KB000025504
Last Modified Date : 14/02/2018
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Question:

Can you delete an assignment or task with actual units entered?

Important information with regards to deleting assignments or tasks with committed actual units.

Answer:

You cannot delete an assignment or task with submitted, approved or posted actual units through Timesheets. This includes adjustments even if the actul hours are reduced to 0. These actual units are stored in the PRAssignment and PRTimeEntry tables.

If you entered actual units directly in Open Workbench, Microsoft Project (MSP) or from a Voucher Transaction Entry you can delete the assignment or task. These actual units are stored in the PRAssignment table only.

You cannot remove a resource from a project that has submitted, approved or posted actual units through the Timesheets feature or from within the Investment's Team or Task pages.

NOTE: If you delete the time periods where the actual units were entered, ALL associated timesheets are deleted. If you do this, you will be able to remove the resource from the project, and delete the task. However, deleting the time reporting period also deletes ALL Timesheets for that time period, so be careful that you do not delete data you still need.

Additional Informaton:

  • TEC444517  How to create, edit or delete a time reporting period for timesheets

  • TEC615118  Can a resource be removed from a task after posting hours on it?

  • PPM'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: https://communities.ca.com/ideas/103016115