Why Effort Task cannot be a Summary Task

Document ID : KB000031756
Last Modified Date : 14/02/2018
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Question:  

Effort Task work different that a normal task, and this is usually a behavior that many customer face and usually ask.
Currently it is possible to turn an Effort Task into a summary task by indenting tasks underneath it.
Should the new summary task now work the same way as a regular summary task still as an Effort Task?

Answer:   

It is not a good practice to turn an Effort Task into any other type of task. Effort tasks follow their own specific rules and when made into other task types unexpected behaviors can occur. For future versions, we will disallow conversion of Effort Task into Summary Task. 

Here are some examples showing the behavior of changing the Effort Task into another type of task : 

Example 1:

  1. Create a project with one staff member (Effort Task option enabled).
  2. Remove the assignment on the newly created Effort Task.
  3. Add and indent a few detail tasks under the Effort Task, turning it into a summary task.
  4. At this point the [effort] Summary task’s finish should be the max finish of the sub tasks.
  5. Now navigate to the project schedule and extend the project finish date.

Result:  You will find that the [effort] Summary task’s finish date has been extended beyond the max of the detail sub tasks.  This is not how a ‘summary’ task should work. 

Example 2:

  1. Create a project with one staff member (Effort Task option enabled).
  2. Remove the assignment on the newly created Effort Task.
  3. Add and indent a few detail tasks under the Effort Task, turning it into a summary task.
  4. At this point the [effort] Summary task’s finish should be the max finish of the detail children.
  5. Now add a new Resource team member in the project.

Result:  You will see that the effort/summary task will get new assignments automatically. 

Additional Information:  

Reference TEC502254 : What is the Effort Task and how is ETC calculated on it?