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Custom field in Cost Plan Details is wiped out when Populating from Investment Team


Article ID: 133314


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


We have a custom column named "Comments" in the Cost Plan Details portlet. Our users enter additional information in this column to explain the costs in the associated row

When a user does Action->Populate from Investment Team, the contents of this column on labor-related rows are wiped out.





This is not a defect.

User can populate the cost plan using 'Populate from Team Allocation' or 'Populate from Task Assignment'. In this case, rows coming from Team Allocation / Task Assignment overwrites the matching values in the cost plan.

Since custom attribute does not exist in the Team Allocation / Task Assignment, that is why the values of this attribute gets deleted for the matching rows in cost plan, on repopulating.

However, the manually added rows in cost plan is not repopulated that is why all the values for the manually added rows gets preserved after repopulating from Team Allocation / Task Assignment.