Planned Benefit Field not populating in Modern UX fields or on investments in the Portfolio Waterline View

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Article ID: 224267

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

The  OOTB Planned Benefit Field is not showing in the Portfolio Waterlines or some places in MUX. 

Cause

If there are detailed financial plans the benefit plan needs to be linked to a cost plan, or if no detailed plans are created, the planned benefit needs to be completed on the financial summary page.

 

Environment

Release : 15.9.3

Component : CLARITY FINANCIAL MANAGEMENT

Resolution

Link the benefit plan to the cost plan or if no detailed plans are created, enter the planned benefit details on the Financial Summary page.

If you have a detailed benefit plan but no cost plan, you will not be able to show the planned benefit on the Financial Summary page or in the portfolios.

You will need to create a cost plan and link the benefit plan to it.