Resource plan not populated on time cards created on project tasks - Support and Troubleshooting

Resource plan not populated on time cards created on project tasks Issue Resource plans do not populate on some time cards. A time card created for a project populates with the resource plan. A time card created on a project task under that project does not populate with the resource plan. Release n/a

Cause This is expected behavior in New York and is reproducible in the base system. The development team confirmed it as an intentional change for the following business case:

Problem statement: If the project has more than one resource plan, the system defaults to one of the valid resource plans (any resource plan associated with the respective top task) on the time card logged against any of the project tasks or the project. The actual hours then log against an arbitrary resource plan.

Solution: Resource plan defaulting is restricted to the resource plan directly associated with the project task or project against which the time card is logged. This helps verify that the actual hours log against the appropriate resource plan.

Resolution No fix is required.

The behavior is intentional.

Example:

A single project has one project task under it. The project has one resource plan. A time card created for the project populates with the resource plan. A time card created on the project task does not populate with the resource plan. The Time Sheet Portal is enhanced so that the time card user can select the resource plan for the submitted time card. This applies when more than one resource plan is directly associated with the task against which the time card is logged.

The following scripts and methods define this behavior. Customizing them restores the previous behavior:

Populate Resource Plan business rule ResourceActuals script include getResourcePlanForTimeCard method getResourcePlanForTimeCardHelper method _getAllocationWithinDateRanges method