How can you change the default Period Type of Benefit Plans?

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Article ID: 194915

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

  • I am trying to change our default period type for benefit plan to 'Annually'.
  • I have set up default value for period type in attribute property of period type to 'Annually' in benefit plan object.
  • However, when I create new benefit plan, default value for period type is coming as 'Monthly'.


Cause

If you have a default period type set for your entity, this will take override any period types set at the object level.

Environment

Release : All Supported Releases

Component : CA PPM SAAS APPLICATION

Resolution

There are two options to change the period type default for benefit plans:

1. Update the value at the entity level:

  • In Clarity, go to Administration->Finance->Set up
  • Click on Entities
  • Click on the Entity
  • Click on Plan Defaults
  • Change the Period Type to Annually (or the desired amount)
  • Click Save

2. If you want to set the value at the Object attribute level, you would want to change the Period Type in the above steps to [--Select--] for all entities. 

  • See Screen shot below
  • If this section is blank (Set to [--Select--]), plan period types use the default in the object attribute default value section.
  • If this section is populated, then the object attribute defaults are overwritten by the value set at the Entity level

 

The one difference noted if you want to have a different period type for benefit plan versus cost plan:

Example: To have the benefit plan set to yearly while the cost plan is monthly:

  1. For the Cost Plan: On the Entity’s property tab, set the Fiscal Period Type for what you want your Cost Plan default to be (IE Monthly)
  2. For Benefit Plan:
    1. On the plan defaults tab, leave Fiscal Period Type blank
    2. Go to the Benefit Plan Object
      1. On the Attributes tab:
        1. Click on the Period type attribute
        2. Change the default value to the desired value (IE Annually)
      2. Go to the Views tab for the object
  • Click Fields next to Benefit Plan Properties
    1. Click on the properties icon next to Period Type
    2. Change the Override Default to the desired interval (IE Annually)

Note: There aren't any issues seen regarding changing the period types, this just impacts what new cost plans and benefit plan period types default to, which can be changed by the user if needed on the create screen.

Additional Information

To change the default period type for cost plans, see:194980

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

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