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Staffing changes and how to handle within the middle of a project

Hello,

Our users have this issue. They have a project set up that is partially complete. Let's say the project lasts three years and we have finished half of the project. We have a resource staffed to a role that has been listed as the responsible person for a number of tasks. The role also has tasks assigned to it. This person isn't responsible for all of the tasks assigned to this role, just a subset. We are half way through the project so some of the tasks are completed.

This person moves to a new team. I want to ensure they don't see the tasks for this particular role anymore, but want to keep the information that they were responsible for some completed tasks prior to moving to a new team.

So far the only we we have to do this is to go through all completed tasks for which they were the responsible person, reset complete, delete responsible person, and mark complete. This is so we can delete the staffing assignment since this person has moved to a different team.

Is there any way to show that they were assigned to the role for half of the project, leave the completed tasks alone, but keep the user from seeing future work for his/her old team on the task dashboard? We are losing the history of what this person worked on because it is more important to ensure they see an accurate picture of their current and future work assignments.

I tried putting start and end date values for the staffing assignment, but I still see the future tasks on my task dashboard even though my end date has passed.

Any suggestions would be greatly appreciated.

Thank you,

Wendy Miller

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1 Answer

  • Posted on Aug 11, 2009 at 08:21 PM

    Hello everyone,

    I am refreshing this post to see if anyone has ideas. The issue is very annoying for my users. They have to reset completed tasks and remove someone from being responsible so they can de-staff a user. Ideally we wouldn't want to destaff this person, we would want to just mark that their assignment to this role has ended and we would need to reassign a new person in instances that this person was responsible.

    We are losing the history of the work a person did because we are taking their name off everything just so that we can remove them from ongoing work (since they moved to a different position).

    Thank you for any help!

    Wendy

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    • Former Member

      Hi Wendy,

      I'm afraid that currently it's simply not possible to achieve this. For one of the essential features of the dashboard is to show the tasks where you are responsible, so by defintion all of those tasks will be shown. The notion of "changing teams" is not known in cProjects and thus it's not modelled in cProjects. However, a possible workaround could be through authorizations (either by user-groups or org)

      In order to track the work, the time recorded with CATS could used of course...

      Other than that, I currently see only some development at your side as possibility to get this done. As far as I understood, this would require some interference in the logic of the task-dashboard, and the creation of customer tables where the history would be stored...

      Best regards,

      Thomas

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