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Planview Customer Success Center

When transferring time, some existing destination task assignments are missing

Question
When transferring time, some existing destination task assignments are missing?

When transferring time and filtering on a date range and a resource or task or project name, the correct data appears in the Transfer from (source) list in the view, but existing task assignments for the resource are missing from the Transfer to (destination) list.

 


 

 

Answer
Only the task assignments that fall at least partially within the specified date range are listed. Task assignments whose planned finish date is before the specified date range or planned start is after the specified date range are not included. 

Please make sure the entered date range overlaps with the planned start and planned finish range of the destination task assignment.