Cannot Create manual Cost Plan in New UX (Quarterly / Annual) - An error occurred

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

• When attempting to create a manual cost plan on a project in the modern User Experience (UX) receive Error:

         An error occurred while creating the Cost Plan  

• I am able to create a project cost plan with the default (monthly) period type. 
• Issue doesn't happen in Classic PPM UI, you are able to create a project cost plan with quarterly or annual period types.

Steps to Reproduce:

1. Log in to Clarity PPM with appropriate rights 
2. Navigate to a project in the New UX
3. Click on Financials channel
4. On Cost Plans, click ‘New Plan’
5. Enter Plan Name = test3
6. Select Period Type = Quarterly
7. Start Period = (leave default)
8. Finish Period = Change to a different quarter past the Start Period (IE Q3-2021)
9. Grouping Attributes = Cost Type
10. Click Create

Expected Result: Cost plan is created with quarterly slices for period range

Actual Result: Cost plan is not created.  Error: An error occurred while creating the Cost Plan. Error in app-ca.logs:

ERROR 2020-05-01 08:23:47,035 [http-nio-14001-exec-12] rest.validation (clarity:admin:.....PPM_REST_API) ODFResourceProvider :: Could not create resource. Object code alias: [ requestUrl: <Clarity URL>/ppm/rest/v1/costPlans , _restResourceName : costPlans , _id : null , _parentInfo : null , _apiVersion : v1 , _includeLinksArray : true , _contextId : -1]

ERROR 2020-05-01 08:23:47,035 [http-nio-14001-exec-12] rest.validation (clarityadmin:.....PPM_REST_API) ExceptionInfo ::  Could not create resource. Resource name: costPlans. Error code: validation.lookupValueInvald Error message: CMN-0009: Attribute 'End Period' has invalid Lookup Value '5000026'

Environment

Release : 15.7, 15.7.1

Component : CA PPM Financial Management

Cause

• This happens when you change the period type, but leave the Start Period and/or Finish Period as the auto selected value (the first available period for that type)

Resolution

This issue is fixed in Clarity PPM 15.8 patch 1

Workaround: 

• Click on the Start and Finish period drop downs and select a different period for both
• Then from the drop downs change the period back as needed to your intended selection

Additional Information

See KB: 141061 for tips on how to optimize use of Self Service for Clarity PPM