Project Template Financial Status is CLOSED but new investments have status as OPEN

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

When a project is created from a template project, the new project will usually inherit the values from the template project.

For example, if the template project has a FINANCIAL STATUS as CLOSED, the newly created project should also have the same FINANCIAL STATUS but it comes back with an OPEN status.

Steps to Reproduce:
--> Open an existing project which has the financial status as CLOSED
--> Mark this project as a template
--> Create a new project using NEW FROM TEMPLATE and use the above template project to create one.
--> Navigate to the sub page which has the Financial Status field in it

Expected Result: The Financial Status of the newly created project is CLOSED
Actual Result: The Financial Status of the newly created project is OPEN

Resolution

• The Financial Status attribute is defined under the Project object level and users do have an option to select a default value for this attribute at the object level.
• The default value at object level overrides the value set at the project template level.
• In this case, the Financial Status attribute was set to OPEN.
• This is why the Financial Status of the newly created project was OPEN.