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Planview Customer Success Center

Replace past with actuals not working with project team restrictions (2014)

SYMPTOMS

When using a loading method that replaces past with actuals, normally this is working fine. But under some circumstances we noticed that replace past with actuals does not work. Past actuals do not update past fiscal periods.


RESOLUTION

This can be due to using project team restrictions.

1 - When using replace past with actuals and when time has been entered outside of the currently planned assignment dates, Changepoint needs to adjust the planned start or planned finish of the assignment. When project team restrictions are in place, this might not be possible and hence the replace past does not occur.

2 - When an assignment is covered by more than one resource request and when there are gaps between the resource requests, replace past might not work.