I am looking to understand how to set up a new entity in Clarity. Once we have more than one entity, how to switch a project from entity 1 to entity 2? I don't see such a field on Project.
Release : 15.8.1
Component : CA PPM FINANCIAL MANAGEMENT
Setting up a new entity
This is the documentation on how to set up an entity.
How to change the entity on a Project?
To change an entity for a project, you must change the Financial department and location to ones belonging to another entity.
You would change the Project Department and Location on the project as described here:
Each Entity has different departments on it, so to bring a project to another Department/Location, you have to delete them on the project in the settings and pick a Department/Location belonging to another entity, then Save.
If you are unable to switch a project?
Do those projects already have a cost plan or transactions posted? If so, you will not be able to switch the entity.