Annual Cost Plans are showing monthly intervals in the Cost Plan Details Time Scale

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Article ID: 144720

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

We create cost plans annually, but in the time scale value section of the Cost Plan Details tab, it displays the data in monthly intervals instead of yearly/annually.

Cause

This can happen if the Cost Plan Detail Time Scale setting is overwritten from Other Time Scale to a Specific Time Scale setting.

Environment

Release : 15.7.1

Component : CA PPM PORTFOLIO MANAGEMENT

Resolution

Check to make sure that the Cost Plan Details Time scale is set to 'Other Time Scale': Period Type

To fix this from the user side:
1. On the Cost Plan detail tab for any cost plan in ideas, click on the gear / options icon on the right hand side
2. Click Configure
3. From the List Column Section drop down, click Fields
4. Click the properties icon next to the TSV field, which out of the box is named 'Amounts By Period'
5. On the right hand side under Time Scale, make sure that for Time Scale section, the radio button next to 'Other Time Scale' is selected, and from the drop down next to  it Period Type is selected. 
6. Click Save and Return and then Save and Return 

To make this change for all users:
1. Go to Administration->Objects->Cost Plan Detail
2. Click on the Views tab
3. Click on Fields next to 'Idea Cost Plan Detail'
4. Click the properties icon next to the TSV field, which out of the box is named 'Amounts By Period'
5. On the right hand side under Time Scale, make sure that for the Time Scale section, that the radio button next to 'Other Time Scale' is selected, and from the drop down next to Period Type is selected. 
6. Save changes
Note:
  • If a user has customized their view, they may not see this change reflected using the second option unless
    • The user does a restore defaults from the Cost Plan Detail page
    • Or you publish the change from the object side.
      • Publishing the change though would reset all views for the users for any cost plan details views

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