Project Create from Template will not carry over all the financial fields
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Project Create from Template will not carry over all the financial fields

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Article ID: 244984

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Project Create from Template will copy some, but not all the financial fields which is inconsistent and leads to extra work

STEPS TO REPRODUCE:

  1. Create a Template with all the Financial Properties set up, including:
    • Investment Class
    • WIP Class
  2. Now create a project from this template
  3. Go to this new project - Financial

Expected Results: all the values to be carried over to the new project

Actual Results: Some of the values such as Status, Location, Department are carried over, and some such as Investment Class and WIP Class are not

Environment

Release : 16.0.1, 16.0.2

Resolution

This is DE65669, fixed in 16.0.3

Workaround: Fill the details manually on the new project