Cost Plan Distribution Incorrect caused by using Tab key into 'Totals' field
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Cost Plan Distribution Incorrect caused by using Tab key into 'Totals' field

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Article ID: 242930

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

The monthly cost is re-populating with unknown values and wipes out what was entered by the user. 

When the 'Totals' column is positioned to the right of the Per-Period cells in a grid and the user is using the Tab key to do the data entry, the cursor lands in the 'Totals' column giving a total amount computed from the cells.  The issue is that if the user updates the last period cell and then tabs to the Totals column the computed amount is not including the adjusted amount from the last period. Because the user tabbed into the 'Totals' field, it goes into a data entry mode. The 'Totals' amount should not be recomputed and 'spread' across the periods unexpectedly. The computed amount (less the last period amount) is then saved when the user tabs off of the totals field or clicks the 'Enter' key. 

Steps To Reproduce: 

  1. Go to Modern > Project > Financials > Cost Plan 
  2. Create a cost plan with months, e.g. November and December 
  3. Pin the 'Total Cost' to the Right 
  4. Set Total Cost = 0 
  5. Enter 'Cost' for the following months: 
    Nov 2022: set cost=300, Click the Tab key 
    DEC 2022: set cost=300, Click the Tab key 

(note: 300 + 300 = 600 total sum of periods amount)

Expected Results: The 'Totals' amount should compute to 600 and should NOT spread across the 2 periods.  

Nov 2022: Cost=300 
DEC 2022: Cost=300 
Total Cost=600 

Actual Results: The 'Totals' (sum of periods) amount is 300 ; it is missing the 300 amount from the last period and spreading it across the 2 periods.  

Nov 2022: Cost=148 
DEC 2022: Cost=152 
Total Cost=300

 

Environment

Release: All  

Cause

  • This is a generic grid issue caused by the position of the 'Totals' column and the fact that when you click into the field it is editable.
  • The issue is that if the user updates the last period cell and then tabs to the Totals column the computed amount is not including the adjusted amount from the last period.
  • Subsequently, the user tabbed off or clicked the 'Enter' key and this caused the amount to change and 'spread' across the periods.
  • It occurs for 'Totals' (Sum of Periods) or 'Grand Totals'. 

Resolution

This is DE65301, fixed in 16.0.3 

Workarounds:

  • If the user clicks the 'Escape' key to get out of the data entry mode, the 'Totals' amount is not updated and the user can tab to the next field. 
  • If the 'Totals' column is hidden, this issue does not occur; the amount is not affected. 
  • If the 'Totals' column is moved to the left of the Per-Period columns, this issue does not occur; the user does not land into the 'Totals' field. 

 

Additional Information

Also check  Tabbing on Cost Plan Changes Cost Values