XOG Error for modern UX financial plans: Valid Fiscal Period does not exist for start and end dates for plan detail

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

If you create a cost plan with cost plan details, xog read is correct, but xog write back without change is producing an error message:

Valid Fiscal Period does not exist for start and end dates for plan detail.

This happens, if you add value to “Total Cost”.

The Steps to Replicate is as follows:

1. Create a project in Clarity (MUX)
2. Navigate to Tab "Financials“ and create cost plan with following basic information:
   Period Type = Monthly
   Start Period: 2022-08
   Finish Period: 2023-03
   Grouping attribute: Transaction class
3. Open financial plan to enter plan details, choose any transaction class, and enter total cost plan value as 1. 
   
   
4. XOG out cost plan and observe output for segment data:
   

   ..
   <CostPlans>
   <CostPlan benefitPlanCode="" code="cp1" finishPeriod="2023-03" investmentCode="contex1" investmentType="project" isPlanOfRecord="true" name="cp1" periodType="MONTHLY" revision="0" startPeriod="2022-08">
   <Description/>
   <GroupingAttributes>
   <GroupingAttribute>transaction_class_id</GroupingAttribute>
   </GroupingAttributes>
   <Details>
   <Detail>
   <Cost>
   <segment finish="2023-03-31T00:00:00" start="2022-08-01T00:00:00" value="1.0"/>
   </Cost>.....

5. XOG in the out file from step 4
   
   
   

Expected result: XOG IN successfully 

Actual result: Error message in XOG output log...

>Valid Fiscal Period does not exist for start and end dates for plan detail.</

Environment

Clarity 16.1.1 and supported releases. 

Cause

When entering Total cost via UI, even though you see values populated for each month on the UI that's just a calculation done by the application from the cost segment. The XOG IN behavior is working as expected and caused if the cost plan xog data does not include all monthly segments that come between Finish and Start period of the cost plan. 

Resolution

Workaround:

The XOG file would need to modified to ensure all the monthly segments that come between Finish and Start period of the cost plan.

Example ( monthly segments from Start Period: 2022-08 and Finish Period: 2023-02)

     <Cost>
      <segment finish="2022-08-31T00:00:00" start="2022-08-01T00:00:00" value="0.13"/>
      <segment finish="2022-09-30T00:00:00" start="2022-09-01T00:00:00" value="0.13"/>
      <segment finish="2022-10-31T00:00:00" start="2022-10-01T00:00:00" value="0.13"/>
      <segment finish="2022-11-30T00:00:00" start="2022-11-01T00:00:00" value="0.13"/>
      <segment finish="2022-12-31T00:00:00" start="2022-12-01T00:00:00" value="0.12"/>
      <segment finish="2023-01-31T00:00:00" start="2023-01-01T00:00:00" value="0.12"/>
      <segment finish="2023-02-28T00:00:00" start="2023-02-01T00:00:00" value="0.12"/>
      <segment finish="2023-03-31T00:00:00" start="2023-03-01T00:00:00" value="0.12"/>
     </Cost>

Or

Populate the values in the individual segments without populating total cost. 

Additional Information

How Cost Plan Write XOG file should be created : XOG Error: Valid Fiscal Period does not exist for start and end dates for plan detail