Constraints on Idea Start and End Dates

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Some Ideas are getting reset to a particular date when we try to reset the Start or End dates on them. Why does this happen?

Environment

Version: 15.9.0

Resolution

1. Check if there are Actuals reported for these Ideas. This can be done through Home -> Financial Management -> Posted Transactions Review page. If there are Transactions present, then points 2 and 3 apply

2. The maximum Start Date cannot be greater than the minimum Transaction Date of all the Transactions shown in the Posted Transactions Review page (from Point 1). We can sort on the Transaction Date in ascending order, to get the minimum Transaction Date

For Example: If there are 5 transactions displayed in the page, and if the minimum Transaction Date of all these 5 transactions is 10/July/2020, then Idea Start Date cannot be set to, say, 15/July/2020. The Start Date has to be either 10/July/2020 or earlier.

3. The maximum End Date cannot be less than the maximum Transaction Date of all the Transactions shown in Posted Transactions page. We can sort on Transaction Date in descending order to get the maximum Transaction Date

For Example: If there are 5 transactions displayed in the page, and if the maximum Transaction Date of all those 5 transactions is 31/Jan/2021, then Idea End Date cannot be set to, say, 25/Jan/2021. The End Date has to be either 31/Jan/2021 or later.