Fiscal Percentage time varying attribute (copy financials plans)

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

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

STEPS TO REPRODUCE:

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

 

Cause

This is caused by DE60226

Resolution

This is currently being analyzed by Engineering