EPGM 9.2 : Using the Resource Detail Page, When Updating the Schedule Dates of a Resource That Has 2 Schedules With Assignments, the Category Field on the Assign Resource Page Is Getting Incorrectly Updated for All Assignments. (Doc ID 2922135.1)

Last updated on JANUARY 23, 2023

Applies to:

Symptoms

Using the resource detail Page, when updating the schedule dates of a resource that has 2 schedules with assignments, the category field on the assign resource Page is getting incorrectly updated for all assignments.

Replication Steps

1. Turn the Program Management and Resource Management modules on in the Set up Financial Supply Chain > Install > Installation Options - Products.
2. Create a Project. (Project Costing > Project Definition > General Information).
3. Create Resource Assignment. Navigation Resource management - Assign Resources or use Navigation Project Costing > Project Definition > Manage Project Team. On the Assign Resources page, Enter the Category as "Billable External" and fill in all other fields as required (Project, dates (01/01/2022 through 08/31/2022), Project role) for the resource/employee and save with a status of "Assign". The Assignment ID generated is let's say 00000000294'. As noted, resources can also be entered using the resource detail page.
4. Create Resource Assignment. Navigation Resource management - Assign Resources or use Navigation Project Costing > Project Definition > Manage Project Team. Assign Resources page, Enter the Category as "NonBillable External" and fill in all other fields as required (Project, dates (10/01/2022 through 10/30/2022), Project role) for the resource/employee and save with a status of "Assign". The Assignment ID generated is let's say 00000000295'. As noted, resources can also be entered using the resource detail page.
5. Now Project Costing > Project Definition > Project Team. Open the project and then click on the resource. You will see 2 schedules for the Resource. Now change the dates for the schedules as dates (01/01/2022 through 09/05/2022) for assignment '00000000294', dates (9/06/2022 through 09/05/2022) for assignment id - 00000000295' and save.
6. Go back to Navigation: Resource management - Assign Resource. Open the assignment '00000000294'. Notice that the Category now shows up as "NonBillable External" instead of "Billable External". This is incorrect per the user.
7. The replication document captures a similar use case but uses the Resources page to create and update the resource details.

Replication document

Cause

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