Some fixes and enhancements were applied to our timesheet update of actuals on projects and tasks which time was recorded for. We stopped the task from being marked as complete if planned efforts for other resources was zero. Now if the resource planned effort is zero (because you don’t wish to plan) the task and relevant resource remain open so that you can book more time. We also introduced the concept of a remaining effort calculation strategy on the task type in question with the following options for you to choose between:

  • Do not reduce remaining effort as actuals are booked, keep it constant for the project manager to manually edit
  • Reduce remaining effort based on actuals (the previous strategy) but do not complete the task for that resource
  • Reduce remaining effort based on billable time only in the timesheet
  • Reduce remaining effort based on schedule remaining. For example if the time was recorded for a date which is half way through the task or mid-way between the task start and end dates, then the remaining effort is automatically set to half the original planned effort. Remaining effort does not get increased with this strategy, only reduced
  • Reduce remaining effort based on actuals including closure of the task or task-resource when actuals > plan. This is useful if you allocate a specific or budget number of hours to your consultants and want to stop them from booking time beyond this limit