Even though they get a popup telling them that they are about to "complete" a task. Re: already entered the maximum number of allocated hours, yep we have this issue as well and users understand putting hours in a text box but they somehow can't make the transition to thinking about the % complete as well. If you leave these open, they continue to calculate metrics & costing too so they could eventually have a negative impact on performance. You can create a special workflow step to re-open any that are closed projects and re-force the workplan to close. I don't "advertise" it anymore.įor closed/cancelled projects, use Mahen's suggestion to close those out. It seems like it should be easy, but often users don't understand how it works and have a lot of trouble with it. I haven't had much luck with the My Tasks portlet when using TM to track actuals. We're also working with our PMs to use more standardized task names and level of detail so that users aren't having to work for example a single task for one project but multiple tasks to do the same thing for another project. We did modify the suggested items rules to help find items that the default rules wouldn't get. I would love to hear from others on how this is being handled in your environment - we're struggling here. I realize that the majority of this is mainly a training issue, however we've been at this for over a year now and have trained multiple times, but the training doesn't seem to stick. Sometimes the task is "gone" because the user has already entered the maximum number of allocated hours to it so the task completed and they never updated their percent complete to reflect that they needed more time on a task. Tasks that show up in suggested items OR in my tasks may be on closed/cancelled projects where the workplan was never closed out/cancelled. Some problems here: there are times a task doesn't show up under their suggested items, either because of a predecessor relationship, or for reasons unknown. We've trained them that the easiest way to find tasks is to utilize either suggested items or the my tasks portlet. We do this for project workplan tasks and also have projects with workplans set up for production support tracking. Basically I was hoping to get some best practices from the user community here.Ĭurrently we are configured to track time at the lowest task level when a user is assigned as a resource, and we also allow tracking to logged issues where the user is assigned or is a resource. I was hoping to get some insight from other organizations on how you're handling timesheets in PPM what works and what doesn't.
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