Hello all,
We have a virtual resource called eacs CAB. I need a workflow that identifies when that user is assigned to a task and then to update the task with zero hours work and 1 hour duration.
I just cant see how to check resource for the evaluation criteria.
Any assistance would be much appreciated.
Cheers
Hi Martin,
As Josh mentioned, the rule should be built on the Resource link and trigger at creation. Here's an example rule that should work for the scenario described:
I hope this helps.
Roland
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What is the use case for this rule?
Hi Josh,
I've read the post and realised it wasnt that clear! I need a workflow that will set a task to 0 hours work and 1 hour duration when a user called eacs cab is assigned to that task.
Does that help?
Cheers
Why do you need this rule? I just want to understand the use case to see if there is an easier way to get the same outcome.
Morning Josh,
I need to make sure that the user "eacs CAB" can never have any effort assigned to them but always has 1 hour duration.
We use work to track how much effort is being forecast for the project. We dont assign any effort to any resource that is outside of Professional Services. I'm not interested in knowing how much effort is required by other departments or by our customers.
Hope this helps.
Cheers
Hi Josh,
Do you have an answer to this one please?
Cheers
Hmm, there are a lot of caveats here. What would happen if there are already resources assigned to the task? What would happen if you delete this resource. What would happen if this resource is assigned and other resources are assigned afterwards.
I believe you would look for a new resource link to be created where "eacs CAB" is the resource, and then set work and duration. I could see some potential issues here though depending on whether you are fixed Duration, fixed Work, or fixed Units. If fixed Work, you would have to first set Work, and then the Duration--but if these values executed out of order for any reason then you would get unexpected results.
Morning Josh,
This issue is all because Clarizen doesn't have task calendars, like MS Project does,. which is a request I logged years ago. To work around this I have to create virtual users that only work on specific days, to ensure that task can only happen on those days. In this case its our, or our customers' CAB.
Cheers
