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Fiscal Percentage time varying attribute (copy financials plans)


Article ID: 211464


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


Fiscal Percentage time varying attribute data changes when copying a financial plan


  1. Go to Studio > Objects > Cost Plan Detail (Benefit Plan Detail object is also affected)
  2. Attributes tab: Create a Time-Varying attribute
    •    Time-varying Type: Fiscal
    •    Time-varying Data Units: Percentage
  3. On the Views tab:
    • Cost Plan Detail view > Fields
    • Edit the properties for the Amounts By Period attribute
    • Add the custom time varying field created
  4. Go to any project Financial Plans tab
    • Create a cost plan and add a detail row
  5. Populate the Cost value and the custom field value

     6. Back on the Cost Plan list, select the cost plan above, go to actions and select: Copy Cost Plan

     7. Finish copying the cost plan and look to the values on the details tab

Expected Results: Values to be copied as per original plan

Actual Results:  The custom time varying filed values on the target plan differ


This is caused by DE60226


Fixed in 15.9.3