Clarity: Error 500 - Submit Cost Plan as a new Budget for Approval when Start Period is different than existing approved Budget Start Period

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

When you have an existing, approved Budget and you submit a new Cost Plan of Record for Approval, if the new Cost Plan Start Period does not match the Approved Budget Start Period, an Error 500 is generated.

Steps to Reproduce:

1. Login to Clarity
   
   
2. Home > Projects > Create a new project (schedule dates 1/1/12 - 12/31/13)
   
   
3. Associate the project with a Department OBS Unit so Cost Plans can be created
   
   
4. Create a new Cost Plan (COSTPLAN1) with a few fiscal periods (ie. Jan-2012 to Mar-2012) and populate with Planned Units and Planned Costs data
   
   

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5. Select the Cost Plan and submit for Approval as the first Budget (BUDGET1)
   
   

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6. Approve BUDGET01
   
   

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7. Select the existing COSTPLAN1 > Action Menu > Copy Cost Plan > setting the new cost plan fiscal periods to be shifted so as not to start in Jan-2012. (ie. Apr-2012 to Jun-2012)
   
   
8. Set the new COSTPLAN2 as the Plan of Record (POR)
   
   

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9. Select COSTPLAN2 > Action Menu > Submit Plan of Record for Approval > Fill in the name, ID and Description of the new Budget
   
   

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10. Click 'Submit for Approval' button
    
    

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Environment

Release: ESPCLA99000-13.2-Clarity-Extended Support Plus
Component:

Resolution

Solution:

WORKAROUND:

1. Navigate to COSTPLAN2 > Properties page. Change the Start Period to be the same as the Start Period on the existing, approved Budget Plan (Jan-2012) - doing this will make the plan have the additional periods ; you can add planned units and planned costs if you want or leave it. When this plan is submitted for approval, the new budget will update all periods.
   
   

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2. Select COSTPLAN2 > Action Menu > Submit Plan of Record for Approval > Fill in the new Budget Name, ID, and Description. Also, change the Start Period to MATCH the existing Budget Start period
   
   

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3. Click 'Submit for Approval' Button
   
   

   <Please see attached file for image>

   
   
   
4. The new budget is 'Submitted'. The Start Period can be changed now before you approve the new budget
   
   
5. Open BUDGET2 properties > Change the Start Period to Apr-2012 > Save
   
   

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6. Now you can approve BUDGET2
   
   

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STATUS/RESOLUTION:
Resolved in Clarity 13.1 Generic Patch. Reference TEC581256
Resolved in Clarity 13.2

Keywords: CLARITYKB, CLRT-67890, clarity13resolved, clarity132resolved.