Financial Plan Module vs Financial Module in Modern UX

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Article ID: 209598

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

There are two Financial Modules in the New UX. Which one should we use? The two we see are Financial Plan (available in the default Project Blueprint), and also Financials.

Environment

Release : All Supported

Component : CA PPM SAAS FINANCIAL MANAGEMENT

Resolution

The Financial Plans Module is going to be replaced with the Financials Module (no time frame yet), so it's recommended to use the Financials Module. 

Since the out of the box project Blueprint uses the Financial Plans module (kept for legacy purposes for customers who are using it):

  1. Create a new custom project Blueprint
  2. Add the Financials Module to it.
  3. Associate applicable projects to that new Blueprint
  4. You can also make that new Blueprint the default Blueprint to move projects over from the standard blueprint to the new Blueprint.