Investment Hours Posted But Do Not Appear in PPA_WIP

Products

• Clarity PPM SaaS

Issue/Introduction

The hours are posted but do not appear in the Posted Transactions.

Environment

Release : All Supported Releases

Cause

If the project's Financial Status is set to 'Hold', it will not create financial transactions 

Resolution

1. Go to Clarity  - Home - Portfolio Management - Projects - Select the project  - Properties - Settings
2. Make sure the Financial Status is set to Open.
3. After setting it to 'Open', Go to Clarity - Home - Reports and Jobs to run the following jobs:
   • Post Timesheets
   • Post Transactions to Financials
   • Post to WIP
4. The timesheets will not post actuals again to the assignments, only the hours will flow to invalid transactions so they can post through to WIP.

 

Additional Information

If a resource is not financially active, the same steps apply.  Check the box on the Resource Financial properties to make them financially active then run post timesheets job again and follow the steps above.