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Can I query tasks where team member is allocated with method 'None'?

Posted on by 264

Hi, I need to query for project tasks where assigned team member is allocated with method "None".

We have some tasks which are not time-consuming but span the whole year. Since it is not reasonable to distribute a couple of hours in a whole year period, we are trying to use the "None" allocation method and reduce the bookable percent of the resources for them to have time to do these tasks. Now, we also need an overview of those tasks and I can't find the way to make a query on that. It seems that there was a relation before version 3.0 but this is now deprecated. Documentation is discouraging since there are no replacement fields for these:

PSADocs.PNG

But still PSA knows somehow which task is connected to which team member. And I can see that a visual change is coming there in October update as well. I appreciate if someone has some kind of suggestion here.

Thanks in advance.

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  • RE: Can I query tasks where team member is allocated with method 'None'?

    Thank you for confirmation.

  • Suggested answer
    Žarko Radevic Profile Picture
    Žarko Radevic 264 on at
    RE: Can I query tasks where team member is allocated with method 'None'?

    Figured it out, if someone comes across this one the view is like this:

    PSATeammemberQuery.PNG

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