Cost Plan does not match Team tab

Article Id: 140421
Status: Published
Updated On: 19-11-2019 08:35
Products:
Clarity PPM SaaS , Clarity PPM SaaS , STARTER PACK-CLARITY PPM , Clarity PPM SaaS
Issue/Introduction:

STR

  1. Open Project
  2. Make sure there are Team Members with Allocation Costs
  3. Go to Financial Plans tab
  4. Go to Actions>>New from Investment Team
  5. Note Total Cost on Cost Plan
  6. Compare with Total on Team tab

Expected result - The Total Cost on the Cost Plan matches the Allocation Cost on team tab

Actual result - The Allocation Cost on team tab is lower than the Total Cost on Cost Plan

Cause:

The default filter is filtering out resources on the Team tab.  Probably due to inactive resources.

The Cost Plan pulls in all resources/roles assigned to the Project regardless of status.

Environment:

All supported Clarity PPM releases

Resolution:

On the Team tab, expand filter and click 'Show All'


This will include all resources assigned to the Project.