Ad Hoc Financial Summary Report Returning Incorrect Results

Products

• Clarity PPM SaaS

Issue/Introduction

When creating an ad-hoc report from the Financial Management Domain, WIP transactions as well as WIP adjustments are showing.

Environment

Release : 15.9.3, 16.0.0

Component : CLARITY DATA WAREHOUSE

Cause

There is a field on the Financial Management Domain called Transaction Status which would need a filter.

Resolution

To see only transactions that are current and what you see in Posted Transactions and cost plans the Transaction Status needs to be 0.

Here are the different statuses available for Financial transactions

0=No adjustment/active,

1=deprecated

2=Reversed,

4=Updated - Waiting for WIP Approval

 

Additional Information

The descriptions can be found in the Documentation under Reference / Clarity Advanced Reporting and Database Schema Index

Then select you DWH database type to download.

 

Table:  DWH_FIN_TRANSACTION

Link the the 16.0 documentation

https://techdocs.broadcom.com/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-premise/16-0-0/reference/clarity_ppm_advanced_reporting_and_database_schema_index.html