Modern UX Widgets - Percentage values shift and then revert, when start or end date is changed

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Steps to reproduce are as follows:

1. Navigate to the Modern UX -> Project Grid
2. Show widgets in the view -> Manage widgets
3. Create a new widget as follows:
   
   1. Widget Type = Progress Ring
   2. Fill in the title
   3. Type = Sum
   4. Format = Percentage
   5. Sum = Totals -> Planned Cost (Note that it is important to choose the "Planned Cost" under the "Totals" section)
4. Create another widget as follows:
   
   1. Widget Type = Number Title
   2. Fill in the title
   3. Type = Sum
   4. Format = Percentage
   5. Sum = Totals -> Planned Cost
5. Create a third widget as follows:
   
   1. Widget Type = Progress Ring
   2. Fill in the title
   3. Type = Sum
   4. Format = Number
   5. Sum = Totals -> Planned Cost
6. Display all the three widgets in the Grid View
7. Click on View Options
8. Change end period to 2023-03. It is assumed here that it was initially set to "End of Current Year"
9. Observe the values displayed in each of the three widgets
10. Refresh the page, observe the values again

Expected Results: Values are same in steps 9 and 10.

Actual Results: Values differ between steps 9 and 10.

Cause

DE69020

Resolution

DE69020 is fixed in 16.1.2.

Additional Information

Do these widgets show less than 100% in any scenario?

It is possible to use the filter within the widget to gather data from a sub set of all records in the system. For example, if there are 100 projects displayed in the Projects Grid, then using the Widget filter, it is possible to gather Planned Cost data from 10 of those projects. The percentage value that gets displayed then, is the percentage of Planned Cost against these 10 projects, when compared to the 100 other projects displayed in the Projects Grid. Assuming that there is planned cost against at least one other project outside these 10, the percentage value displayed will be less than 100%.

The percentage value shown against these widgets is always the same (even though it is not 100%). How to make them shift values?

If the number of projects displayed in the Projects Grid is reduced using the filter available in the Projects Grid, then there can be a shift in the percentage value of the widget. For example, if 10 of these projects accounted for 35% of the Planned Cost, then if we reduce the projects that get displayed in the Projects Grid to these same 10 projects, then the percentage value shown in the widget will shift to 100%.

How does the start and finish dates in 'View Options' effect the percentage values?

How the Start and Finish dates influence the percentage values is as below:
Suppose, if there are 3 projects displayed in the Projects Grid. And 3 widgets are created. Each of these 3 widgets use the filter within them to act on Planned Cost for only one project each. Then, changing the Start and Finish dates using View Options, changes the percentage values against each of these 3 widgets.