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How to set a Default OBS in a Project in New UX

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Article ID: 190106

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Updated On:

Products

Clarity PPM On Premise

Issue/Introduction

Our Users go in New UX to create a Project or Idea and since OBS is not a required field, they forget to fill it in. As a result, our OBS security is not set and they cannot see the investment. What can we do?

Environment

Release : All Supported Clarity releases

Component : CA PPM PROJECT MANAGEMENT

Resolution

For Projects:

You can set up a default OBS Department on the Blueprint and template, so once the users select it, it would automatically carry the Department and Department OBS over from the template.

For Ideas this is currently not possible.

We suggest you bring this up on the Product Management call to prioritize.

One thing that could help in the meantime that the functionality is not yet there, is to create a process on create for Project and Idea that would either 1. fill in the Department based on user's department (more complicated) or 2. Send out a notification to the user reminding them Department is unfilled