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Close out tasks when projects are canceled

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Level 2

8/10/22

Description - Sometimes, projects must be canceled for one reason or another. But canceling the project for some reason does not close out the tasks under the project, leaving open tasks appearing in reports despite the fact there will never be someone working on those tasks. When canceling a project, all of its associated tasks should be canceled (which currently doesn't seem to be an option) or marked complete.

Why is this feature important to you - When deactivating users, we run reports on their open projects or tasks. If they have projects that are canceled, the tasks within those projects still show as "open." The same holds true for open-task reports run for any other purpose--even if the project has been canceled, the report would show the open tasks associated with that project, making it seem work is not being done.

How would you like the feature to work - If you cancel a project, its associated tasks are closed out automatically.

Current Behaviour - If you cancel a project, its associated tasks remain in the status they were already in.

2 Comments

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Employee

3/7/24

Thinking about this idea @SteveSiegel1 it might be a good Fusion scenario or potentially a Fusion template where upon marking a project as cancelled or perhaps a custom status...it not only closed remaining tasks but also zero'd out hours of all tasks not yet completed.  Perhaps it would do this in reverse order though.  Useful?