On a billing Monday, I was wondering that why is one of my tasks not visible on the schedule board for allocation. I tried to check whether the hours allocated for that task are all allocated and exhausted. But, to my surprise there were still some hours pending to be allocated, but, still the task was not visible on the schedule board.
I moved one step ahead to check what is the status of the project and whether it is closed or not. This time I banged on and saw that the project was marked as closed from the Business Process Flow.
I then made the project active and tried to check whether the project task is visible on the schedule board. But, there was no luck with that too.
The 3rd option was to check the project task from advanced find and open it and see. So I opened the advanced find to trigger the following query that resulted in the project tasks of a project.
Everything seemed to be correct there. Then we opened the Resource Requirement records for that project from the Advanced Find.
Open a record from there and this is what I found. The status of the task was marked as completed. This happened when the project was marked as complete and all the tasks in that project were marked as complete.
There are 3 status of the Resource Requirement as you can see below in the image.
- Active: The task status Active means this Resource Requirement is available for allocation.
- Cancelled: The task status Cancelled mean the Resource Requirement is cancelled and is no longer needed to be allocated.
- Completed: This means that the project is marked as completed or the task is completed, even though there are some hour pending in it to be utilized.
As soon as I changed the status of the tasks from Completed to Active, the task got visible in the schedule board and the allocations also came up on the schedule board.
This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.
This helps in keeping all the ONLY ACTIVE projects in the view and the ones that needs our action and attention.
According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.