Clarity PPM Cost Type Correction

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

How do you correct  WIP Transactions that have the wrong Cost Type?

 

Environment

Release:
Component: ODFNM

Resolution

Do not do timesheet adjustments for this.  Instead follow these steps:

Change the Cost Type on the Task:

1. Login to PPM as a user that has the access rights that allows you to change the Cost Type on a Project Task
2. Locate the task associated with the actual transaction and change the Cost Type

 

Make a WIP Adjustment:

1. Go to 'Create WIP Adjustment' list page ; locating the specific transaction
2. Open the transaction and click 'Save' button -- NO need to make any changes to the transaction
3. The transaction will show up on the 'Approve WIP Adjustment' listing
4. Approve the Adjustment (Now the transaction will have the correct Cost Type associated)
5. You can see the 'adjusted' Cost Type value on the 'Posted Transaction Review' portlet

If you have several WIP Adjustments to do, you may be able to do transfers back to the same task/assignment.