We are comparing the data on the Investment, Hierarchy, Financial Rollup - Detail view to see Time Scale Value (TSV) data for Planned Costs across all the investments in the hierarchy. The Time Slice dates and data for the Planned Costs seem to only show the current month plus eleven months into the future (total 12 months). Can we change this configuration to show past planned amounts?
This is working by design: The Investment Hierarchy Financial Rollup Detail View uses internal insta-slices that cannot be modified and is to designed to only show the current month and into the future for a total of 12 months.
If you change the TSV display to group by Quarterly, or Annually: The amounts in the 'Monthly' internal slices will be used and still will have less than the amounts that would appear on the Cost Plan if there is planned data prior to the current month.
Release: All Supported Releases
Component: Clarity Financial Management
If this page causes confusion for your end-users, it is our recommendation to use the new Portfolio Functionality, by adding the group of investments into a Portfolio.
Using this will also allow the end-user to utilize the new portfolio functionality for greater analysis of the data and planning.
You can also then remove the rollup view using the below: