How to get a project to show up in the Purge Financial Tables job Investment parameter list

Article Id: 141354
Status: Published
Updated On: 05-12-2019 20:20
Products:
Clarity PPM SaaS , Clarity PPM SaaS , STARTER PACK-CLARITY PPM , Clarity PPM SaaS
Issue/Introduction:

I don't see my project listed in the drop-down for investments in the purge financial tables parameters.

What settings do I have to change in my project so that it appears in the investment list in the "Purge Financial Tables"?

Environment:

Release : All Supported Releases

Component : CA PPM SAAS PROJECT MANAGEMENT

Resolution:

Ensure both Department and Location are entered for the project.

Notes:

1. This job uses the Financial Investments lookup for the Investments parameter lookup, which uses a query to pull the list of investments.

2. The job only deletes actuals entered as transactions to delete actuals entered via other methods:

  • Actuals entered via PPM timesheets - these can be deleted via a timesheet adjustment
  • Actuals entered via MSP - these can be deleted via the below steps:
    • Open the project in MSP
    • Delete the Actual Work
    • Save the project back to Clarity