Error On Accessing Financial Plan tab of Many Projects

Products

• Clarity PPM On Premise

Issue/Introduction

When we click on the Financial Plans tab of many projects, we get an error "You must associate this investment with an Entity before a financial plan can be setup". The projects do have Departments, which are associated with a Location, and the Location is associated with the Entity. Why are we getting this error?

Environment

Release : 15.7.1

Component : CA PPM PROJECT MANAGEMENT

Cause

In this scenario, a change to the entity name was requested.

This cannot be changed in the UI so through an unsupported step the database was directly updated to change the name of the Entity.

This caused a disconnect in a few of the system tables and is why direct database updates are not supported.

 Some of those tables are inv_investments and  ppa_wip which contain entiry_code.

 

Resolution

Confirm that there is a mismatch on the inv_investments table and contact Broadcom Clarity Support for the correct way to update the table.