How does the Update Estimates From Allocation job work?

Document ID : KB000031798
Last Modified Date : 14/02/2018
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Question:  

How does the "Update Estimates From Allocation" job work? When we run this job, the ETC's do not change as per the Allocation. 

Are there any rules to follow before we run this job? 

Answer:   

The Update Estimates from Allocation job will only update allocation if there is an effort task in the project. Below are the rules when running this job:

  1. The job is run against Projects with an Effort Task and all Non Project Investment Objects (NPIOs).
  2. It updates Effort Task ETC to match Allocation starting from team member ActThrough date.
  3. If the project does not have an effort task, the projects is skipped in the processing of the job.

 

Additional Information:  

For information on the Update Allocation from Estimates job instead, please see the following KB: Clarity: How does 'Allocate from Estimate' calculate allocation?