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ProjeQtOr free project management software - [SOLVED] Contact to Ressource to contact - ProjeQtOr
 

[SOLVED] Contact to Ressource to contact

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19 Sep 2022 19:00 #1 by matthieu.froment
Contact to Ressource to contact was created by matthieu.froment
Hi,
I have a contact (client) who can sometimes have activities in projects. I have tried to change is status as a ressource (external member team) but finally, it's not a good idea.
I then want to remove the "is a ressource" flag but when I uncheck in"contacts" page the "is a ressource", I have this message :

"Contrôles invalides.
Impossible de supprimer cet élément car il a des éléments dépendants
 - Assignation (3)

I have checked (but for sure, I missed something), he is not assigned anymore to activities.
How can I see where are the 3 assignations ? The "planning per ressource" gives nothing.
Many thanks !

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20 Sep 2022 09:42 - 20 Sep 2022 09:43 #2 by babynus
Replied by babynus on topic Contact to Ressource to contact
To see the assignments, you should connect with this account (or request the user to do so) and :
- look at today / tacks assigned
- look at Agenda
- look at Timesheet

EDIT : you can also look at "Resource planning" with admin of project leader account
Babynus
Administrator of ProjeQtOr web site
Last edit: 20 Sep 2022 09:43 by babynus.

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20 Sep 2022 10:13 #3 by matthieu.froment
Replied by matthieu.froment on topic Contact to Ressource to contact
Thanks, for your answer, but I still have issues :
- I cannot ask the ressource to connect because he is not a user, only a contact/ressource
- when I am connected with an admin account, the "Ressource planning" do not display any information on my ressource.
For me the ressource is not assigned anymore

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20 Sep 2022 11:13 #4 by matthieu.froment
Replied by matthieu.froment on topic Contact to Ressource to contact
Found !!
Related to Leaves and Administrative projects.
Item solved. :-)

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