ALERT: Some images may not load properly within the Knowledge Base Article. If you see a broken image, please right-click and select 'Open image in a new tab'. We apologize for this inconvenience.

Department is incorrect in Cost Plan for a Non-Labor Role

book

Article ID: 212750

calendar_today

Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Steps to Reproduce

  1. Create a financially active Project and associate to a Department OBS Unit

2.  Add Non-Labor role to the Team

3.  Verify that Staff OBS Unit for the Non-Labor Role is different than the Project OBS Unit

4.  In MUX, Create a Cost Plan 

5.  Grouping Attributes = Department and Role

6.  Populate from Allocations

 

Expected Results - The Department in the Cost plan is populated with the Staff OBS Unit from the non-Labor resource

Actual Results - The Department in the Cost plan is populated with the Project Department OBS Unit

Cause

Working as designed.

Per the documentation, the department for a Non-labor Resource first looks at the Entity Source Location.  If nothing is found then it populates with the Investment department.

Create Detailed Financial Plans

Environment

Release : All Supported Releases

Component : CA PPM FINANCIAL MANAGEMENT

Resolution

If you would like Non-Labor Roles to populate with the Resource OBS Unit, please update the Entity Source Location.

  1. Go to Administration>>Finance>>Setup
  2. Click Entities
  3. Select the Entity required
  4. In Entity Properties, go to the section for the required Non-labor Role (ex - Expense Rate Defaults)
  5. Click the drop-down on Source Location
  6. Select Resource
  7. Save

Attachments