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

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Article ID: 21520

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Updated On:

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

    <Please see attached file for image>

    Figure 1

    <Please see attached file for image>

    Figure 2

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

    <Please see attached file for image>

    Figure 3

  6. Approve BUDGET01

    <Please see attached file for image>

    Figure 4

  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)

    <Please see attached file for image>

    Figure 5

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

    <Please see attached file for image>

    Figure 6

  10. Click 'Submit for Approval' button

    <Please see attached file for image>

    Figure 7

 

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.

    <Please see attached file for image>

    Figure 8

    <Please see attached file for image>

    Figure 9

  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

    <Please see attached file for image>

    Figure 10

  3. Click 'Submit for Approval' Button

    <Please see attached file for image>

    Figure 11

  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

    <Please see attached file for image>

    Figure 12

  6. Now you can approve BUDGET2

    <Please see attached file for image>

    Figure 13

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

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

Attachments

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