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Planview Customer Success Center

Cannot transfer project to me

SYMPTOMS

When editing a project, the check box that allows project plan editors to transfer projects to themselves appears as disabled and selected.

Yet, a project plan editor having the required features (edit project, manage tasks), cannot transfer the project to himself. The menu option is missing in the actions menu.


RESOLUTION

When a checkbox appears as selected and disabled in the GUI, it is probably set to mandatory in meta data. But it might be, e.g. after a data migration, that the value is actually 0 in the database and not 1. Yet due to the metadata the GUI shows the field as selected.

To solve this, temporarily remove the 'mandatory' property from the field and edit the project to select the checkbox. Then save the project and enable again 'mandatory' in meta data.