Unable to Updated Department OBS on an Investment

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

We cannot change the Department OBS on the properties page of an investment.

 

Cause

• This happens because once you enter a Department OBS the financial department also gets populated on the financial properties page.  These two fields are essentially the same thing.
• This is documented here
  
  • Department
  • Defines the department that is used during transaction processing of chargebacks to charge or credit departments for costs. The department can also be used to match the project with Cost/Rate matrices. The field is auto-populated  if a department is selected on the project general properties.
• In the past it was possible to change the department OBS which  caused the two departments to get out of sync and creating  two entries  in the prj_obj_association table for the department obs on the investment.
• As a result of this, the financial properties page could not be opened as there was a duplicate.
• This issue was fixed in 14.3 by making the department OBS not save when a change is made to it

Resolution

• The correct way to update the department OBS is to do it on the financial settings page.
• This way the two departments stay in Sync and the Location will also need to be reset as that also blanks out when the department is changed.