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Can Task be defaulted to Active or Ready upon project creation?

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Greg_S
Super Contributor.

Can Task be defaulted to Active or Ready upon project creation?

We recently upgraded from 7.5 to PPM 9.12.

We had a working process to create projects, even though we do not use Tasks in Project. This is for Time Management, tracking time. After the upgrade, I started getting questions from users like this: "Can you think of a reason that a project I created this morning does not show up in time tracking?" As it turns out, as several of you folks have advised me, the task was not active (thanks for the tip!)

I explained all this to the user, and their question back to me is:

What changed within Projects when we upgraded to 9.12 that sets the Task to inactive or not ready?

And: Can Task be defaulted to Active or Ready upon project creation?

6 REPLIES
AlexSavencu
Acclaimed Contributor.

Re: Can Task be defaulted to Active or Ready upon project creation?

Hi, Greg,

 

PPM changes the status of the tasks to Active or Ready ONLY when you change the work plan status to Active.

 

We usually implement an automatic step to check the status of the work plan and to route the workflow back to the PM if he did not activate the workplan. Sometimes we also implement an automatic step to change the status of the work plan.

 

cheers

alex


--remember to kudos people who helped solve your problem
Greg_S
Super Contributor.

Re: Can Task be defaulted to Active or Ready upon project creation?

I'm having a tough time finding where to make Task status default to Ready.

I understand request types. Goto Demand > Requet Type = PFM - Project. I can modify whatever I need from here, but how do I get at the linked Task to set a default value?

AlexSavencu
Acclaimed Contributor.

Re: Can Task be defaulted to Active or Ready upon project creation?

Hi, Greg,

 

what are referring to as Linked Task? Can you provide more details, maybe a screenshot?

 

cheers

alex


--remember to kudos people who helped solve your problem
Greg_S
Super Contributor.

Re: Can Task be defaulted to Active or Ready upon project creation?

Work Plan and Task Details screenshots added.

Greg_S
Super Contributor.

Re: Can Task be defaulted to Active or Ready upon project creation?

Same screenshots, different format:

AlexSavencu
Acclaimed Contributor.

Re: Can Task be defaulted to Active or Ready upon project creation?

Hi,

 

Your screenshots refer to the 0-level task. The status of this task represents the status of the work plan.

 

If you want THIS task to be defaulted to active, you should create an automatic step in your project workflow to activate the work plan.

 

cheers

alex


--remember to kudos people who helped solve your problem