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NWE Option for Planned Completion or Commit Date on Team Requests View

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Community Advisor

3/4/21

This is something that should have come along to the NWE from Classic, but did not. The engineering team has said this is working as designed in NWE and support recommends an Innovation Lab idea at this point.


How we found the issue... different users were seeing a different "Due Date" for the same task on the Team Requests page. Upon digging into it I found one user was seeing commit date, while the rest of us were seeing planned completion. Since everyone looking at the page has the same layout template, we were baffled.


What engineering told us... Currently in NWE, on the Team Request page, the "Due On" date shows the planned completion date UNLESS there is a Commit Date, then the Commit Date shows. And there's no option to change this.

Back in Classic, there was an option in the layout templates to select the "Due Date" as either Planned Completion or Commit date for both My Work (pre-Home) and Team Requests. But since My Work doesn't exist in NWE, that option didn't come along (even for Team Requests).


Our use case... We sometimes have both a team and individuals (not on that team) assigned to the same task. If one of the individuals sets a commit date other than the planned completion date, the team requests page now shows that commit date to anyone who does not have a Classic layout template with Planned Completion chosen for the Due Date

Our teams should always be working toward that Planned Completion Date, even if someone else assigned to the task wants to set a different commit date. If the project manager decides to update the task due date to that individual's commit date, then the team can now also work toward that new planned completion date.


Next Discovery... if a user had a Classic layout template where Planned Completion was selected as the Due date for My Work and Team Requests, the Planned Completion date still shows as the Due Date for Team Requests in NWE.

But... in the case where we discovered this, the user who was seeing Commit date was added to our instance after we switched to NWE, so they never had a layout template in Classic.


Since we still have access to Classic for now, my concern is what will show on Team Requests for a Due Date once Classic doesn't exist anymore and we don't have the option of a workaround?


1 Comment

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Level 5

3/4/21

This is extremely important. Not all customers want users to see Commit dates as Due Dates as this can cause a lot of confusion when a Planned Completion Date is changed but users still see the old Commit Date. It is important to allow the PM to set the Due Date that is visible to users and have this not change when a commit date is set.