Investment is not Available to be Added to Hierarchy

Products

• Clarity PPM On Premise

Issue/Introduction

Why are some investments not available when attempting to add as a child on the Hierarchy tab of an Project or NPIO (ex: Application, Product) instance? 

For example, when trying to a add a project as a child investment, only 140 projects show as available, when there are over 2000 projects in the system. 

Environment

Release: All Releases

Resolution

When adding child investments to a Project or NPIO Hierarchy, not all investments will be visible. The list of investments on the browse window for adding a child investment only show investments that are either in the same entity as the parent investment OR have no entity. The entity is determined by the department OBS. If the parent investment has no entity, the list includes only investments with no associated entity. (These same rules apply when adding an investment as a Parent. )

To add a child project from another entity, use this procedure:

1. Click the Properties tab menu and select Subprojects. 
2. Click Add. 
3. Apply filter criteria to identify investments. 
4. Select the check box for one or more investments and click Add. 

(Note: The above steps only work for projects. NPIO's such as Applications and Products do not have a Subprojects page to be able to do this from.) 

The investment will then be added to the Hierarchy automatically. If the investment does not appear as a child on the hierarchy list and still cannot be manually added, it may be due to orphan hierarchy association records in the inv_flat_hierarchies table. 

The following query can be used to check if this is the case: 

         select * from inv_flat_hierarchies where child_id = <internal id of the parent investment>

When looking at the results of this query, the values in the Parent_ID column are the parents of this parent investment. There will be a record listing itself as its own parent, and this line is expected. The other values on this column represent the internal ID of other investments that are also the parent of this parent investment. Orphan records would be ones that do not show as a parent investment of the parent in the UI under the Hierarchy - Parents subpage, but do show as a parent on the query results. 

Since the same investment cannot be both a parent and a child of the same investment, this would prevent the investment from being able to be added as a child of the parent investment on the hierarchy. 

For assistance in correcting these orphan records, please contact Broadcom Support.