Hide Actual Transactions page under Financials in MUX

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

How to enable/disable Actual Transactions grid page in MUX in Financials module. It needs to be hidden

STEPS TO REPRODUCE: 

Pre Requisite

• Create a project and grant below rights 

<Investment> - Cost Plan – View
<Investment> - Cost Plan - Edit
<Investment> - Budget Plan – View
<Investment>- Budget Plan – Edit

1. Login to Modern UX using administration permission 
2. Navigate to Administration --> Blue Print 
3. Copy the Standard Project Blueprint and save as Custom Project Blueprint 
4. Edit the Custom Project Blueprint and add Financial Module and publish
5. Now associate the Custom Project Blueprint to the projects where Financial Module needs to be shown
6. Navigate to projects which are associated to Custom Project Blueprint and click on Financial Module and ensure the above rights are shown 
7. On the Financial Module click on Actual Transaction Grid 

 

Expected Results: With the above rights the Read Only Actual Transactions shouldn't be shown 

Actual Results: With the above rights the Read Only Actual Transactions

Environment

Release : 15.9.3

Release 16.1.3 and above

Resolution

16.1.3  and above

There is a new access right to control viewing the Actual Transactions: Posted Transactions - View All is used to control seeing the actual transactions.

If you want to remove visibility to Actual Transactions in 16.1.3 and above, remove this view.

 

 

Prior to 16.1.3

 

To disable the Read Only Actual Transactions grid by following the below steps

1. How to check if this feature Read Only Actual Transactions Grid feature is enabled

select enabled from CMN_FEATURES where code ='ACTUAL_TXN_GRID_F20579'

ENABLED =1 means the feature is enabled
ENABLED =0, means the feature is disabled

2. Disable the feature Read only Actual Transactions Grid feature

admin toggle-feature ACTUAL_TXN_GRID_F20579 0

3. Enable the feature Read only Actual Transactions Grid feature

admin toggle-feature ACTUAL_TXN_GRID_F20579 1

4. Restart service or flush the Clarity cache (http://Clarity/niku/nu#action:security.caches)after enabling / disabling

Once the steps are performed, the read only Actual Transaction Gird is no longer visible