Clarity PPM: Not Able to Edit or Delete Line Items in Financial Cost Plan

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Article ID: 196563

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Manually adding cost plan detail lines does not allow editing, even though the field is set to Editable.
How do cost plan detail population and editing work?

 

Resolution

Planned (editable) and unplanned (non-editable) line items that appear in the cost plan details are by design, as it depends on how the cost plan detail were populated.

A1. Data displayed from Cost Plan "Populate from Team Allocation" method:

Planned,editable rows of

(planned) units = ALC (allocation)
(planned) cost = PPA_MATRIX_VALUES.actualcost (rate) x (planned) units
(planned) revenue = PPA_MATRIX_VALUES.rate (billing) x (planned) units

A2. Data displayed from Cost Plan "Populate from Task Assignments" method:

Planned, editable rows of

(planned) units =   sum of total ETC (estimates) +  total ACT (actuals)
(planned) cost = PPA_MATRIX_VALUES.actual cost (rate) x (planned) units
(planned) revenue = PPA_MATRIX_VALUES..rate (billing) x (planned) units

B. Both population methods will show unplanned,uneditable units/costs from PPA_WIP.

(actual) units = PPA_WIP.quantity
(actual) cost = PPA_WIP_VALUES.totalcost
(actual) revenue= PPA_WIP_VALUES.amount

C. Both population methods will show the grouping attributes.

The row with ‘actuals’ will only be editable if finds a matching grouping attribute value for generating ‘planned’ values.
When the ‘actual’ transactions posted into WIP have different values for the attributes used in the Cost Plan Grouping Attribute properties, the plan will have ‘unplanned’ or ‘uneditable’ rows.  This means that it is a row showing ‘actuals’ but is not a row created by the ‘population’ of ‘planned’ data.  This is an automatic row that shows up because actual transactions exist with grouping values that do not match any of the ‘planned’ rows.

NOTE: To enable these ‘actual’ rows for planning (editing), click the "Add" button on the Cost Plan Details page and pick the same values as the ones in the grouping attributes for the unplanned (actuals) row.

 

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