Investment OBS Plan: When viewing Staff, the Investment Name is using a lookup based against real time data

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

When investments are pulled into an Investment OBS Plan, the data is copied into the plan and does not reflect live data until the data is synchronized. The Investment Name field is using the live / real-time data for the investment name and should not be using the stored value in the Plan. This is only an issue if the Investment Name is changed. 

Steps to Reproduce: 

1. Create an OBS, with an associated object Project
2. Create a few levels and units on the OBS
3. Go to Studio Object, and API-enabled the OBS attribute under Project
4. In MUX, create a project instance (Name: Project 1), associate a unit value to the OBS attribute
5. Drill down into the project, click on the Staff module, and add a resource (Resource 1) to the project
6. Go to Administration --> Blueprint and make a copy of the Plan blueprint and add the Staff module to the blueprint.  Make it the default blueprint
7. Now go to Plan Workspace and Create Plan from OBS using the OBS (make sure it covers the range where the Project belongs in the OBS structure)
8. After the Plans are created and the sync is done, drill down into the Plan OBS that the Project is associated to and click on the Staff tab, the user should see Resource 1 in the list.  Now add "Investment Name" from the column picker and it should show Project 1 for this resource (keep in mind this is a snapshot of the data at this point)
9. Now go back to the Project workspace, rename the project (Name: Project 1 updated)
10. Go back and drill down into the Plan OBS that the Project is associated to and click on the Staff tab.

Expected Results: The Investment Name on the plan should remain as the original name (Project 1) until the Plan is synchronized. 

Actual Results: The Investment Name is showing the current real-time name (Project 1 updated) even though the Plan has not been synchronized. Additionally, we should see "Project 1 updated" for the Investment Name on Resource 1 ONLY if the user performs a Sync for Investment and Staff on the Investment OBS Plan again.  In the STR mentioned, if we were to perform a Project deletion instead of just renaming the Investment, the Staff's entry for Investment name would appear as empty in the Plan Staff page.

Workaround: None. 

Environment

Release 16.2.0 

Cause

DE78278 

Resolution

In Engineering under review for a targeted resolution.