Cost plan show actuals in old department

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Article ID: 196061

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

When a resource changes department the cost plan still reflects the actuals in the old department.

Cause

This is working as designed as the actual costs are historical records.

Even if a WIP adjustment is done, the department will not update to the resource's new department.

Environment

Release : ALL

Component : CA PPM SAAS FINANCIAL MANAGEMENT

Resolution

The only way to get the actual costs to the new department would be to reverse the current transactions and manually enter them again as 'New' so they will pick up the new employee department.

Additional Information

Communities Discussion: Change resource Dept on a Transaction

Cost Plan Actuals incorrectly grouped