Role Segment Allocations Not Copied With 'New From Template' Function
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Role Segment Allocations Not Copied With 'New From Template' Function

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Article ID: 273877

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

STEPS TO REPRODUCE:
1. Create a project template with roles having multiple segments
2. Create From Template
3. Compare the Template role segments vs the new project created from template role segments

Expected: The role allocation segments be the same.
Actual: The role allocation segments are not copied, but changed.

See example screenshots.

 

Template allocation segments

 

New Project allocation segments, after Create From Template

 

 

 

 

See example screenshots.

 

Template allocation segments

 

 

New Project allocation segments

 

 

Environment

Release : 16.1.3

Resolution

This is reported as DE78124 and is resolved in release 16.2.1

NOTE: When there are any segments that have 0% on the source investment, the newly created segment will use the Percent defined on the 'Default Allocation' field.