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WIP Transactions not showing on Cost Plan

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Article ID: 145843

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Updated On:

Products

Clarity PPM On Premise

Issue/Introduction

We have posted transactions in WIP with status = 0 which means they are valid posted transactions.  However we do not see the actual units and costs posted to the Cost Plan.

Cause

The cost plan periods do not cover the dates of the transaction.

Environment

Release : 15.4 and all

 

Resolution

Validate the periods for the actual costs.  You can check on Posted Transaction Review or query the ppa_wip table.

On the cost plan properties page change the From and To Periods if needed to cover the transaction dates.

Once you change the dates on the plan, the actual costs/units will then appear.

If you have an existing budget plan you will need to submit a new cost plan POR to cover the new dates.