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Fiscal Percentage time varying attribute (copy financials plans)
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Article ID: 211464
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Updated On:
Products
Clarity PPM On PremiseClarity PPM SaaS
Issue/Introduction
Fiscal Percentage time varying attribute data changes when copying a financial plan
STEPS TO REPRODUCE:
Go to Studio > Objects > Cost Plan Detail (Benefit Plan Detail object is also affected)
Attributes tab: Create a Time-Varying attribute
Time-varying Type: Fiscal
Time-varying Data Units: Percentage
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
Go to any project Financial Plans tab
Create a cost plan and add a detail row
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