Unable to edit a Task Start and Finish Date when Actuals have been posted and there is no ETC

Document ID : KB000051722
Last Modified Date : 01/05/2019
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Unable to edit a task's Start if Actuals have been posted on the task. Additionally, if there is no ETC left on the task (ETC = 0), you are also unable to change the task's Finish date. 

This is working by design: 

For the Task Start Date:
  • If actuals are submitted for a task, the Start Date for the task is automatically set to the first day actuals are submitted for the task and is unable to be changed. 
  • If actuals are submitted using financial transactions, even if the transaction is adjusted to a later date or reversed, the start date will remain at the original earlier date. 
  • The one way this date can be changed  to an earlier date in this scenario is if time is posted against the task on a date that is prior to the current task Start date (it will then change to that earlier date).
For the Task Finish Date:
  • If there is no ETC left on the task after actuals are posted,the task Finish date is also unable to be edited.
  • To change the task Finish date, add any ETC amount to the task greater than 0, then you will be able to change the task Finish date. If the ETC is later zeroed out, the task Finish date will once again become read only and will be reset to the last date of posted actuals. To get the task Finish date to remain at a later date, even after ETC hours are once again zeroed out, make the task a Fixed Duration task prior to removing the ETC hours. 

If a project manager wants to use the scheduling features of Clarity to develop a resource-driven schedule, they need to make task assignments and use ETC to convey the scope of the work for a given assignment. Clarity can then use its auto schedule algorithm to set task start and finish dates or the project manager can override the suggested dates with their own dates.

Clarity supports both models: 1) simple time tracking against assigned and unassigned tasks without project manager intervention and 2) project manager defining scope of work using ETC with either manual manipulation of task dates or auto schedule algorithm.

We are always open to consider other models and encourage our customers to submit enhancement requests that explain how they use the product and how an enhancement could benefit them and other Clarity customers.