Clarity PPM: Two Budget Plans Set As Current

book

Article ID: 194650

calendar_today

Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

There is a project where two budget plans are set as current. There is no ability to unset a revision through the UI.

Resolution

1. Run SQL to determine record that needs to be unset as plan of record

select fin.*, INV.CODE
from FIN_PLANS FIN, INV_INVESTMENTS INV
where FIN.PLAN_TYPE_CODE = 'BUDGET'
and FIN.OBJECT_ID = INV.id
and inv.code = 'aaa'
and fin.name = 'bbb'
and fin.revision = x
and fin.is_plan_of_record = 1


2. Confirm the revision number to be unset and obtain the id.

3. Update the flag/unset the plan of record for confirmed revision record.

update FIN_PLANS
set is_plan_of_record = 0
where id = xxxxxx;
commit;

Attachments