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Planview Customer Success Center

Which tasks are displayed in the transfer time dialog?

Question
What determines which tasks are displayed in the transfer time dialog?

 


 

Answer
The transfer time dialog shows tasks having time:

- that is approved
- that is not adjusted
- that has not been invoiced
- that has not been locked
- that has not been revenue recognized

If a task has no time record booked to it that satisfies all criteria, it will not show up.