Fiscal Periods in Adhoc view do not display when populating with Cost plan data that has only unplanned line items

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Article ID: 145037

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

Fiscal Periods in Adhoc view do not display when populating with Cost plan data that has only unplanned line items

 

STEPS TO REPRODUCE:

1. Create a financially enabled Project with a Task from 1 Jan - 31 dec 2019, added one resource with a role (eg: Developer) to the team and add allocations. Create a cost plan from Investment Team - Group by resource and role.

2. Post a Manual financial transaction in the past (eg: last month) for the resource but choose a different role (i.e. architect)

3. Verify in cost plan that there is now an unplanned line

4. Run Load DWH - I normally run Full Load

5. Create an Adhoc view (Crosstab) in Advanced Reporting using Financial Management domain.
6. Add 'Fiscal Month Start Date' attribute to columns section. Add attributes - 'Investment Name','Plan Name' as well as measure 'Actual Units' to Rows section
7. Create a filter using Investment ID and filter for the Project created in step one above



Expected Result: Fiscal Periods with corresponding Actuals to display across the report page

Actual Result: Actual for unplanned lines do not get displayed 

Workaround: Update the Cost Plan to have a 'planned' line item 

Environment

Release : 15.6.1

Component : CA PPM JASPERSOFT

Resolution

Resolved in Clarity PPM 15.7.1