When I copy/paste a project, WBS, or activity, are manual future period values included?
Yes, manual future period values are copied when you copy a project, WBS, or activity, provided that, when prompted, you choose to copy Resource and Role Assignments in the Copy Activity Options dialog box.
What happens when I delete a manual future period value?
When you delete a manual future period value, the module considers the value to be a zero. Depending on where the zero lies during the duration of the assignment (first bucket, middle bucket, last bucket), the zero may or may not be considered part of the future period resource distribution.
Refer below to Can I enter a zero in a future period bucket? to learn more about how the module considers zero values.
Can I enter a zero in a future period bucket?
Yes; however, the module considers the zero value differently depending on where the value lies in the planned resource distribution.
When you replace an assignment's first future period bucket value with a zero:
When the first future period assignment bucket contains a non-zero value and you replace it with a zero (or you delete the value), the duration of the assignment is shortened and the zero value is converted to start date lag.
For example, assume you've manually planned a five-day assignment with the following daily bucket values: 8|4|2|6|2. If you change the 8 to a zero (or delete the value), the planned duration of the assignment is changed to four days with a start date lag of one day.
Notes
- When you enter a leading zero for an assignment and then refresh the window, the leading zero disappears.
- For assignments to not started activities, if the 'Link Budget or Planned and At Completion for not started activities' project option (Project Details, Calculations tab) is NOT selected and you enter a leading zero for an assignment, one day of lag is added to both the Project Planned Start and Remaining Start dates. This occurs regardless of the field in which you enter the leading zero (Budgeted or Planned Units or Remaining Units) because the Project Planned Start and Remaining Start dates must be the same for not started activities.
When you enter a zero value in between non-zero values:
If you enter a zero value in between non-zero values for an assignment, the module considers the zero bucket part of the planned resource distribution. In the following examples of five-day tasks, the zeros are included in the resource distribution:
2|8|0|4|4
2|0|8|0|4
8|0|0|8|4
When you enter a zero as the last future period bucket value for an assignment:
When you enter a zero at the end of an assignment (that is, there are no subsequent non-zero values), the module ignores the zero. In the following example, the zero is ignored:
2|8|4|8|0
Note
- When you enter a trailing zero for an assignment and then refresh the window, the trailing zero disappears.
Are manual future period values deleted when I delete a project, WBS, activity, or assignment?
Yes, manual future period values are automatically deleted when you delete a project, WBS, activity, or assignment.
If I delete a resource or role with manual future period values, can I merge the assignment data with another existing resource or role?
Yes. When you delete a resource or role, you can choose to preserve the associated assignment data by merging the data with another resource.