Removing Resources from Tasks

[Wegz]

Hi, I have an ongoing project with a recurrent task every week. That
task has 4 resources assigned to it. One of the resources no longer
works for that team but has work already recorded in the first 4
recurrent tasks.

What is the best way to remove that resource from the project so they
no longer see / can enter against that project but still keep their
completed work in the database for recording purposes?

Thanks for any info.

Matt

 

[Dale Howard [MVP]]

Matt --

Do the following:

1. Select a recurrent task to which the resource is assigned
2. Click Window - Split
3. Right click in the lower viewing pane and select the Resource Work
details from the shortcut menu
4. Set the Remaining Work to 0 hours for the selected resource
5. Click the OK button
6. Repeat steps #1-5 for each recurrent task
7. Click Collaborate - Publish - All Information

Hope this helps.

 

[Wegz]

Hi Dale,

Thanks for that.

I followed your steps and all the tasks have the resource with 0 work
remaining. But in PWA, the task sheet still shows up the tasks, they
just have work set to 0 now. I have only current tasks displayed.

Will i need to hide the tasks, or should they have been removed from my
tasks page and i have just done something wrong.

thanks,

 

[Dale Howard [MVP]]

Matt --

Team members will need to hide completed tasks on their PWA timesheet by
selecting each completed task and then clicking the Hide button. Hope this
helps.

 

[Wegz]

thanks again Dale

Matt --

Team members will need to hide completed tasks on their PWA timesheet by
selecting each completed task and then clicking the Hide button. Hope this
helps.

 

[Dale Howard [MVP]]

Matt --

You are more than welcome, my friend!

 

[David Schmitt]

If the team member has no additional tasks in that entire project, you can
also go to Build Team from Enterprise Resources (ctrl-T) and change the team
member's status from Committed to Proposed. After that they will no longer
see that project in their task list.

 

[Stephan Steiner]

I'd like to follow up on this if you don't mind.

I'm having the same issue, but there's only one resource assigned to the
task. Is there a way to automatically hide tasks from the timesheet once the
resource has set the remaining time to 0 (and the project manager has
approved the reported hours)? We're adding a lot of small tasks to project
server which are often only active for a day or a few days - each "item"
consists of a summary task, followed by a regular task, then another summary
task below the top level summary task, then another 3 tasks below that
second summary task. Since it's only possible to hide a single task, hiding
these "items" becomes very cumbersome - even more so since a resource can at
times get a whole handful of these items.

If there's no way within the standard tools - if anybody has an idea on how
to do it programmatically, please let me know, too.. we've done quite a bit
of project server integration (both reading and writing directly to/from the
db), so if it has to be I'm willing to schedule an sp that automatically
hides those "items" if needs be.. it's still better than each resource
having to select 6 assignments one by one and hide them (and that times the
number of items that have been processed).

Regards
Stephan

 

[Dale Howard [MVP]]

Stephan --

Refer to the following FAQ:

http://www.projectserverexperts.com/Shared Documents/DeleteCompletedTasks.htm

Hope this helps.

 

[Stephan Steiner]

Dale

I take it that the administrator option really does what it says: deletes
assignments from the the MSP_WEB_ASSIGNMENTS table.. and that would be
counterproductive.. the reported hours still need to remain in there (we
check that each user reports the required number of hours, and export the
reported hours once a week to SAP).

All I need done is that all assignments where the resource sets the
remaining time to 0 disappear from the timesheet from that resource, without
the resource manually having to hide them (a resource might get up to 20 of
these 6 assignment items a week, so the timesheet gets really long and
confusing.. that's why being able to hide done assignments is crucial).
We'll eventually end up cleaning up the DB, but that will come at a much
later point and in accordance what management decides on the amount of data
retention required.

Regards
Stephan