How do you include data in Resource Planning portlets for inactive projects/investments in Clarity PPM?
To filter on inactive investments, unhide the field 'Investment Active' in the filter section of the portlet.
Here is how you can configure the 'Investment Active' field to show on the filter section for the Resource Planning page: Allocation tab: Weekly Detail portlet as referenced in the following tech tip: Clarity Tuesday Tip - Hidden Active Filter Field.
1. Administration > Portlets > filter for "Weekly Detail"
If you go to List Filter Section > Layout, you will not find the "Investment Active" field
2. Go to Fields, change "Display" drop down from "Selected" to "All"
3. Look for the field "Investment Active", when found click on the Properties icon
4. Uncheck the "Hidden in Filter" check box
5. Save and Return
Back on the portlet on the Home side, once you have clicked on the expand icon on the portlet, you will now see the Investment Active filter field, and can set the value to either Yes or No to help narrow down the data returned on the portlet.
Note: One known limitation is that you are unable to select inactive investments from the 'Investment' browse field in the filter section. However, here are some options to narrow down filter results: