Actual start date roll up.

andinh-vu · ‎11-15-2017

Hi,

i have an issue where the project task's actual start dates are not rolling up to the project.

Does anyone know the proper logic or where exactly to find where this is run?

I'm struggling to find out why its not rolling up to the project level and want to look at the back end to find out.

Thanks

Sean Witt · ‎11-21-2017

Thai-An,

I tried to reproduce your issue in a clean Personal Development Instance and don't see it.

Here is what I tried:

1. Navigate to Project > Projects > All

2. Open an existing project from the sample data where project State is "Pending" (I used PRJ0010185 from the sample data)

3. Confirm that the project's Actual Start Date is currently blank (because it hasn't started yet)

4. Open the first project task for the project (PRJTASK0014087); update task State from "Pending" to "Work in Progress" and save. Because you have started a project task, you have in effect started the project.

5. Navigate back to the top-level project.

For me, these steps automatically updated the project State to "Work in Progress", and automatically populated the "Actual start date" with the correct date/timestamp. Which I believe is what you wanted...

So maybe take a look at the Preferences - Project (for Project and Project Task Properties). There is one property called "Rollup project start date from tasks". It looks like by default the property is set to Yes. So it might be worth experimenting with...

Sean

View solution in original post

yogesh41 · ‎11-15-2017

Hi,

Need little more details like the version on which your instance is running, your current project step, any customization done.

You can refer Business Rule "Update State On Actuals - Projects" on Project Task in Kingston to know how it is working.

- Yogesh

andinh-vu · ‎11-16-2017

Hey Yogesh,

We are currently on Jakarta 3a,

So the Assumed process should be that the Project/parent actual start date will populate from the child task's actual start date.

This isn't happening so I'm just trying to figure out how this is all calculated. and rolled up so i can debug the issue.

its really baffling.

Thanks

Aditya Telideva · ‎11-16-2017

Let me know if the below thread helps you to answer your query

Project Management - Planned Duration Roll-up

Thanks,

aditya Telidevara

andinh-vu · ‎11-16-2017

Hi Aditya,

That explains about the Planned duration, i was looking for more information on Actual start/end dates

Thanks