Inactive Resources

Virginia, 

This is as simple as a filter. If you specify that the Resource within a work item is inactive and do not want to see that user any longer, you need to expand the Resource Panel and then modify your filter. Click on Manage within the filter settings to add the <Resource>.State field which references the Active/Inactive state on the Task and check Active so that only Active Resources are seen.  

Let me know if you need further help.

Sincerely, 

Boris

Hey Boris,

I understand, but I don't think that is exactly my problem. 

1) I go through and make my resource inactive for each task they are on (because they reported time on these tasks) and I remove the resource from the tasks they have not logged time against.

2) I then expand the resource box within the overall project and pull in resource state and see that this resource is still an active resource at the project level.  I attempt to adjust the state to inactive but I get a validation error, saying that resource has not logged time against the project so I cannot make him inactive.

3) In the "My Active Projects" view, this project still appears for said resource (probably because of my issues with #2).  The filters for this view are project equals active and Role is one of resource, manager, project manager.

Any idea why I am getting the error message in #2?  I think if we solve that, then #3 will fix itself.

Thanks!

Virginia

Hey Boris,

I understand, but I don't think that is exactly my problem. 

1) I go through and make my resource inactive for each task they are on (because they reported time on these tasks) and I remove the resource from the tasks they have not logged time against.

2) I then expand the resource box within the overall project and pull in resource state and see that this resource is still an active resource at the project level.  I attempt to adjust the state to inactive but I get a validation error, saying that resource has not logged time against the project so I cannot make him inactive.

3) In the "My Active Projects" view, this project still appears for said resource (probably because of my issues with #2).  The filters for this view are project equals active and Role is one of resource, manager, project manager.

Any idea why I am getting the error message in #2?  I think if we solve that, then #3 will fix itself.

Thanks!

Virginia

Virginia, 

Please open a case a provide your availability. We will need to jump on a call or further investigate with access to your environment. 

Sincerely, 

Boris

Hi i am also having an issue with making resources inactive.

Sometimes i will ask 3 different resources to work on a task at different times. Whilst it is great that i can add resources to a task, those resources already allocated to the task from a previous time can see this in their task list even if i don't want them to work it. 

I know i can make a resource inactive but once i do this i can't then make them active again which is very frustrating.

Any ideas how to make a resource active again?

Thanks

Emma

Emma, 

How are you making them Inactive? You should be able to go to the Resource Panel (from the Task) and maximize the view. Then Go to the gear icon --> Manage and add the <Resource>.State field. This will show if the Resource is Active or Inactive on the Task and should allow you to change it. 

If you continue to have problems, I suggest opening a case and providing us screen captures and access for troubleshooting as this should work for you.