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Hi all !
I have the current business need:
First, some users are booked for particular days normally, i put the task in WBS, generate project team with generic resource, and then book those days, all working great.
But... How can i do to have people assigned to a TASK without booking, (I saw that in V3 you have the "Other Resource" options and you can pick a resource outside the team members, but i have not that version now :(... ).
Basically i create a manually scheduled task in the WBS, i need someone to work 4 days within one month, so for example, from 01/09 to 28/09, with Effort Hours = 40. But i dont know which days this person will work, i just need 40 hours of his time, but i need this task to be assigned to him so he can charge his timesheet againts this task and update the progress, its clear? i dont care WHEN he work, and i will not know it before he works.
I know that i can assign him to the project just creating him as a team member without hours for example, but he will not have the task available in this way...
So, Queston: Its there a way to correctly assign the resource in the WBS to a project task WITHOUT BOOKING?
This is what i saw in V3 that i think it suits my problem:
But i need to do it in V2.....
Sorry i dont know if i can edit the post, but basically i need to be able to do something like this in V2:
A couple of points:
- In PSA V2 a user can enter Time Entries for any Project and Project Task by simply selecting the Show all Projects and Show all Project Tasks checkboxes at Time Entry.- In V2 bookings and tasks are coupled so they go hand in hand. This is different in V3 as you pointed out.- In V2 the Resource Assignments entity holds a Task's assignment through a Line Task (IsLineTask on a Task). This Line Task is a child of a parent Task (Project Task entity). I've not been able to raise a resource on a WBS' dropdown by manually creating these records.
Thank you Antii,
I knew about point 1, will check point 3 if i can do something to at least force the task to show up without clicking show all.
I need to create the people as team member for 2 reasons, first i dont want them to have to select between the entire list of projects, and second, i generate a unique "code" for each assignment.
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