When Resources Are Terminated It Creates A Generic 'People' Resource On The Workplan. How Should Resources be End Dated in Project Management? (Doc ID 1099694.1)

Last updated on MARCH 08, 2017

Applies to:

Oracle Project Management - Version 11.5.10.2 to 11.5.10.2 [Release 11.5.10]
Information in this document applies to any platform.

Symptoms

When an employee is terminated, the employee is disabled in the resource list and their cost rate is end dated.  In the resulting workplan, the actuals associated with the employee are moved from the
employee to a generic 'people' resource.   Because the actuals are associated with the generic 'People' resource and the terminated employee is associated with the planning costs, the system tries to generate ETC when they apply progress to the current working version. This errors with the following due
to the cost rate end date:

'Cost and/or conversion rates are missing for some resources'

Of course when the employee is again enabled on the resource list and the cost rate is no longer end dated, everything is fine.

<Bug: 7388443> WORKPLAN DATA DOES NOT REFLECT/RESPOND/ADJUST IF THE EMPLOYEE IS TERMINATED states:

"When end dating/terminating an employee, the assignments on that employee for any work plan task(s) are not updated. This is an intended design. Some times, it is required to update the progress records for an employee even though the employee is currently terminated.In those cases, the Project Manager might be required to update/correct the progress for the terminated employee for a period in which the employee is active.

In case where multiple employees are assigned to a task and if one of the employees is terminated, then not allowing the updates on the task is not a desirable feature as there are multiple other active employees assigned to a task.
 
Considering the above reasons, it is not required to fix the bug as requested.

Even an ER logged:

ER <bug:7433073> 9.2.0.6 WORKPLAN DATA DOES NOT REFLECT/RESPOND/ADJUST IF THE EMPLOYEE IS TERMINATED.

How are customers to disable resources in Project Management?  They could leave everything as it is, but then users could accidentally assign a terminated resource to a project.

Cause

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