How would a project completion mode switch from automatic to manual? | Community
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EmilyVo
Level 2
July 10, 2024
Question

How would a project completion mode switch from automatic to manual?

  • July 10, 2024
  • 3 replies
  • 937 views

I have a team who uses a template that is set to Automatic completion mode. When they begin their projects we've confirmed this completion mode is Automatic, however at some point in the project it's getting switched over to Manual and when they complete all tasks the project is not closing. The team has confirmed that no one has switched the setting so we are thinking some action through out the project may be switching it. Has anyone experienced something like this?

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3 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
July 10, 2024

In my experience, people tinkering with settings they don't understand would be the only culprit. I have never seen project settings change by themselves. 

Are they adding a second subtemplate to any of these projects? This shouldn't change that particular setting but it's worth looking into.

 

K
Community Advisor
KatherineLaCommunity Advisor
Community Advisor
July 11, 2024

The one place I know I've seen that happen is if the user opens a blank project and then later attaches the template. That setting does not get updated in that instance. I believe the same would be true if Fusion performed the same action during conversion to a project as well.

 

If you're truly visiting a project after it's completely setup and it's correct then but changes later, I'd suggest a Report-Report with these three columns. What it produces will be horribly ugly and unreadable, but searchable. If you then filter on 'completionType', it will show you any reports where someone may have mistakenly pulled that into a view thinking its meant to do something entirely different. New folks building reporting can cause all kinds of weird chaos.

 

 

displayname=View textmode=true valuefield=view:definition valueformat=HTMLdisplayname=Filter textmode=true valuefield=filter:definition valueformat=HTMLdisplayname=Grouping textmode=true valuefield=groupBy:definition valueformat=HTML

I'd suggest turning on tracking for the Completion Type field in the Update Feed and then building a JE report to isolate what's causing it also.  

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity Advisor
    Community Advisor
    July 11, 2024

    Just for some added info, Here is what changes when a template is added to a project:

     

    • Project Name does not change
    • Custom Forms
      • Will add forms if not already present
    • Overview
      • Description – will add if blank, will not overwrite
      • Basic Information
        • Status – will not change
        • Priority – will not change
        • URL – will add if blank, will not overwrite
      • Project Condition
        • Condition Type - will not change
      • Project Dates
        • Schedule Mode – will not change
        • Planned start date – will not change
      • Project Association
        • Portfolio – will add if blank, will not overwrite
        • Program – will add if blank, will not overwrite
        • Group – will add if blank, will not overwrite
        • Company – will add if blank, will not overwrite
      • Project Stakeholders
        • Owner - will add if blank, will not overwrite
        • Sponsor - will add if blank, will not overwrite
        • Resource Manager – adds cumulatively
      • Finance
        • Budget - adds info if blank, will not replace
        • Performance Metrics – will change, budget info (above) changes based on these settings
        • Benefit - will add if blank, will not overwrite
        • Cost - will add if blank, will not overwrite
        • Revenue - will add if blank, will not overwrite
      • Project Settings
        • Milestone path - will add if blank, will not overwrite
        • Completion mode, summary completion mode, update type, schedule, user time off, resource leveling, risk, do not change
        • Resource Pools – add cumulatively
      • Task Settings
        • Task Default Custom Forms – will not change
      • Access – all settings change
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