Hoping someone could help with a sanity check befo...
# administration
n
Hoping someone could help with a sanity check before I go down another rabbit hole. Our internal projects team has been using Advanced Projects for a little over a year now. I was asked to meet with the PM's as they are getting overwhelmed with all the "manual processes". Although there is a few areas I can easily help with, one is really stumping me. They have projects with anywhere from 30-200 tasks. From everything I see, the tasks are configured properly with predecessors that are Finish-to-Start (FS) (Task starts when preceding task finishes. Start date is adjusted based on the preceding task’s finish date). HOWEVER, when they finish a task, nothing happens to the next task (no date change, no status change, nothing). I assumed that some event would occur so we could setup a reminder or run workflow or scripts or something. Is that not the proper behaviour?
j
You might want to try the #C30TUASAX channel too and see if anyone knows over there.
👍 1
l
@NS Admin there is no automation that happens on the succeeding when a preceding task finishes. You really have to set the next start date. What industry is your company? Reason I’m asking is because in IT consulting services, project timeline is subject to changes even if we’re able to set a schedule before it starts. Thus, it just makes sense to set the details on the project tasks manually.
n
Thanks for your feedback @Lea CC. These are internal projects where our internal PM's invest a lot of time setting up dependencies that they assumed the software could easily handled without manual intervention. They dont want to manage the timeline but rather plan and review to make sure it is on track. For instance, for task dependencies, the PMs setup the project in advance. Task 1 - Joe Task 2 - Mary Task 3 - Abishak Task 2 is dependent on Task 1 being complete and Task 3 is dependent on Task 2 being complete. In our eyes, When Joe is done with his task, Mary should be notified to start, and when Mary is done, Abishak should be notified to start. No human intervention should be necessary. When Task 1 is marked completed, Task 2 should automatically be started, and when Task 2 is marked completed, Task 3 should be started. (I understand that NetSuite doesnt send an email, but we need some event on the "next task" so we can send it via workflow)
I be curious of the point of predecessors if this doesn't happen. Especially based on the documentation "Task starts when preceding task finishes. Start date is adjusted based on the preceding task’s finish date"
l
Thanks for pointing out the Predecessors. Did some digging and looks like it only affects the Start Date. In your example, if Task 1 is set to finish on 3/16/2022, then Task 2 will be set to finish 3/16/2022. This only works when you select “As Soon as Possible” as the Constraint Type. Note that the estimated hours may affect these dates.
See screenshot below where Task 2 Start Date was automatically based on Task 1 and the Estimated work of 16 hours
I checked that indeed there’s no notification. Looks like Workflow is your option here.
n
Thanks for testing yourself and taking the time to set one up. On task two, do you see any events in the system notes?
l
These are the only events I see in the System Info
message has been deleted
When I changed the Start Date of Task 1, that’s when the Dates in Task 2 changed.