TBD Allocations Don't Show Up At The Enterprise Resoruce Planning View (Doc ID 1680771.1)

Last updated on OCTOBER 19, 2015

Applies to:

Instantis EnterpriseTrack - Version 8.7 and later
Instantis EnterpriseTrack Cloud Service - Version 8.7 and later
Information in this document applies to any platform.


On : Instantis Enterprise Track 8.7 version, Projects

When a Proposal is turned into a Project, any Role which was initially set to have Resource = TBD does not appear when using the Resource Planning List by Project.

When using the Resource Planning List by Project all Roles should appear even those listed as having a Resource = TBD.

The issue can be reproduced at will with the following steps:
1. Log into the application
2. Open a Proposal
3. Assign TBD to a Role
4. Approve Proposal and Create Project
5. Select Resources - Listing
6. Select By Project as the search
7. Scroll down and find the new Project created from the Proposal
8. Expand the Project
9. The Role with TBD is not listed

The issue has the following business impact:
Due to this issue, Users must access the Project Roadmap or Project Resources to add the actual Resource.


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