Majority of Project Allocations are Missing/Incorrect

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

• The vast majority of project allocations have been zeroed out. 
• There are a few that show some allocation values on projects, but the allocation matches the ETC
• Issue doesn't happen for Non Project Investment Objects (NPIOs) like Other Work
• This was reported after upgrade, but can happen at any time

Cause

• This is due to running the Update Allocation From Estimates job.
• This job will copy over all ETC values over to Allocation

Environment

Release : All Supported Releases

Component : CA PPM SAAS APPLICATION

Resolution

A few options to restore data:

Option 1: Use XOG to correct the data

1. Take the most recent backup available prior to the time the job ran

2. Restore that backup into non production

3. Xog out the allocation data from non prod into production

Note this is not something Support can help with, but here are a few links that can help:

• 92762 - XOG Resource Allocation Hard and Soft Booking
• XML Open Gateway (XOG) Development

Option 2: Restore the environment with the most recent available backup from prior to the issue happening

Note: Using this option will cause any data that changed since the backup to be overwritten

1. Take the most recent backup available prior to the time the job ran

2. Restore that backup into the environment

Preventive options:

Option 1: Inactivate this job if not using

To keep this issue from happening inactivate the Update Allocation from Estimates if not being used

1. In Clarity go to Administration->Data Administration->Reports and Jobs
2. Filter for the 'Update Allocation From Estimates' job
3. Check the check box next to the job
4. Click Deactivate

Notes:

• This job can be reactivated from the same page if needed later on.
• It's recommended to also deactivate the Update Estimates from Allocation job if that is not being used

Option 2: Limit access to users to only be able to run certain jobs

• See the following KB for steps that can be used to restrict user's access to only run certain jobs 196558

Additional Information

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