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Automatic Update Policy for Project Service
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I have created a roll-up field at task entity to the aggregate time duration for all related time entries. However, I can't select hierarchy as 'hierarchy' not enabled at the parental relationship.
Can we enable hierarchy at task relationship in order to achieve the above task?
What are you trying to achieve that doesn’t already occur out of box with time, project and project tasks?
I believe project time at all task level are shown at wbs, however, the actuals only show the approved time but here i want to show all the time (approved or not).
I would build a report or dashboard for this. There you can see the breakdown of approved and not approved.
but that's client requirement... they want to have a aggregated field at the task level.
Would it be safe to change task relationship to hierarchical ?
or better to achieve this with plugin or js?
I’m a firm believer that the client is not always right. It’s our jobs to inform them sometimes what they want is not advisable. I would be reluctant to change any out do the box relationship when it comes to PSA due to the complexity of such.
It seems they want this for reporting, no?
You are very much right... actually someone else built the initial solution and they have kept a roll-up field at task entity and rolling up time sheet entries duration attribute. Now, they raised a service ticket that roll-up is not correct; upon investigating, I came to know that all immediate entries are rolling up correctly however, the child task entries are not counted as the hierarchy is disabled.
so I came to ask here just to confirm if it's ok to enable the hierarchy
I would try it in a non production environment first. Do some thorough testing. If all goes well, deploy to prod. If you need let me know.
I will do this in non-prod first
I’m theory it should work but with all the logic in the background, I would test everything - the full end to end processes.
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