Clarity: Project WBS Aggregation for Actuals total amount displayed includes Non-Labor Actuals

Document ID : KB000050716
Last Modified Date : 14/02/2018
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Description:

Project WBS Aggregation SUM for Actuals includes Non-Labor Actuals. The Total Aggregation row should NOT include the Non-Labor Actual hours in the summation. The individual rows that show the Task Actuals does not include Non-Labor Actuals and therefore it is not expected to show in the total aggregation row. The Project Task List and Project Team List show the total aggregation row values correctly.

Prerequisites:

Create a project, staff it with a NON-Labor resource

Post Actual hours on the project for the NON-Labor resource

See below for Task Assignments:

Actuals: Non-Labor = 100 / Labor = 40

Figure 1

  1. Configure the Project WBS List page

    (action=projmgr.wbsTaskList)
    Project > Tasks > Work Breakdown Structure
    Configure: List Column Layout
    Select 'Actuals' from list of 'Available Columns'
    Select 'ETC' from list of 'Available Columns'
    Click 'Save' button
    Configure: List Aggregation
    Click 'Add' button
    Label = 'Total'
    Show = checked
    Column 'Actuals' / Attribute 'Actuals' / Function = 'Sum'
    Column 'ETC' / Attribute 'ETC' / Function = 'Sum'
    Click 'Submit' button
    Click 'Exit' button

    INCORRECT: The Total Aggregation row has an incorrect SUM; it is including the NON-LABOR actual hours. Task row where the NON-LABOR resource has posted actual hours are shown as zero in Actuals column for that row (as expected)

    Figure 2

  2. Configure the Project Task List page

    Project > Tasks > Task List
    (action=projmgr.keyTaskList)
    Configure: List Column Layout
    Select 'Actuals' from list of 'Available Columns'
    Select 'ETC' from list of 'Available Columns'
    Click 'Save' button
    Configure: List Aggregation
    Click 'Add' button
    Label = 'Total'
    Show = checked
    Column 'Actuals' / Attribute 'Actuals' / Function = 'Sum'
    Column 'ETC' / Attribute 'ETC' / Function = 'Sum'
    Click 'Submit' button
    Click 'Exit' button
    Modify the Filter Section to show Key Tasks = 'All'

    CORRECT: Each NON-LABOR resource row shows 0.00 in the Actuals column as expected and the Total Aggregation row SUMS the rows correctly and EXCLUDES the non-labor

    Figure 3

  3. Configure the Project Team List page

    Project > Team List page
    (action=projmgr.teamList)
    Configure: List Column Layout
    Select 'Actuals' from list of 'Available Columns'
    Select 'ETC' from list of 'Available Columns'
    Click 'Save' button
    Configure: List Aggregation
    Click 'Add' button
    Label = 'Total'
    Show = checked
    Column 'Actuals' / Attribute 'Actuals' / Function = 'Sum'
    Column 'ETC' / Attribute 'ETC' / Function = 'Sum'
    Click 'Submit' button
    Click 'Exit' button
    Modify the Filter Section to show Resource Type = 'All

    CORRECT: Actuals show NON-LABOR values in Actuals column for each non-labor resource row and the Total Aggregation row SUMS the rows correctly for both Labor and Non-Labor
    Resources

    Figure 4

Solution:

Workaround:
Do not use aggregation rows on the WBS View. It can be used successfully on the Task List View.

Status/Resolution:
This issue is still outstanding in Clarity 12 and won't be fixed. If you are using Clarity 12, continue to use the identified Workaround.In Clarity 13.x, the functionality has changed and therefore the issue is not applicable. The new Gantt does not support the Aggregation rows and does not allow Dates to be configured to show a time component in the grid. For viewing a list of tasks using bar cells and /or aggregation rows in Clarity 13, the end-user should use the Key Task List View.

Keywords: CLARITYKB, CLRT-54121, clarity12open.