OOTB Report Financial Budget and Forecast by Period Detail group is showing Undefined in reports and Jobs

book

Article ID: 126251

calendar_today

Updated On:

Products

Clarity PPM On Premise

Issue/Introduction

  • Running the Financial Budget and Forecast by Period Detail report from Report and Jobs, the results shows as ‘Undefined’ by group.
    • It is not picking up the grouping attribute data. 
  • When the same report is run in Advanced Reporting the correct grouping is displayed.

STEPS TO REPRODUCE:
1. Navigate to Home > Report and Jobs
2. Select ‘Financial Budget vs Forecast by Period Detail’
3. Fill in the following Parameters:
  • Investment:
  • Fiscal Year:
  • Report Currency:
  • Financial Plan Group by1:
  • Financial Plan Group by2:
     
Expected Result: The selected grouping is displayed
Actual Result: The selected grouping is displayed as ‘Undefined’ (See screenshot below)

4. Navigate to Advanced Reporting > Reports > View List
5. Select ‘Financial Budget vs Forecast by Period Detail’ report
6. Fill in the following parameters with the same information as in the Clarity PPM Investment:

Fiscal Year:
Report Currency:
Financial Plan Group by1:
Financial Plan Group by2:

Actual Result: The selected grouping is displayed is displayed correctly (See screenshot below)

Cause

This is caused by defect DE47285
 

Environment

15.4
15.4.1
15.5
15.5.1

Resolution

This issue is documented as DE47285 and is fixed in CA PPM 15.6

Workaround:
  1. Navigate to Administration > Data Administration > Reports and Jobs
  2. Search the ‘Financial Budget vs Forecast by Period Detail’ within the Job definition
  3. Click on Parameter tab > Click on ‘Financial Plan Group By 1’ > within the Pull-down attribute, paste in CSK_RPT_GROUP_FINANCIAL_PLAN
  4. Save and Return
  5. Click ‘Financial Plan Group By 2’ and repeat the same steps in step3

Attachments