How to set up a new entity or have multiple entities in Clarity

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

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.

Environment

Release : 15.8.1

Component : CA PPM FINANCIAL MANAGEMENT

Resolution

Setting up a new entity

This is the documentation on how to set up an entity.

https://techdocs.broadcom.com/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-premise/15-8-1/Using-Classic-Clarity-PPM/financial-management/set-up-a-financial-entity.html

 

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:

https://techdocs.broadcom.com/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-premise/15-8-1/Using-Classic-Clarity-PPM/financial-management/enable-investments-resources-and-roles-for-financial-processing.html

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.