Consistent Fiscal Periods across Entities behavior in 16.2.1

Products

• Clarity PPM On Premise

Issue/Introduction

Per the documentation, it is recommended to keep the checkbox for Consistent Fiscal Periods across Entities unchecked, unless you have performance issues.

per documentation for Consistent Fiscal Periods across Entities

   If you experience performance issues, please check this option. With this option checked, ensure that cost plan data is entered in the same per-period metrics as the plan itself. For instance, if the cost plan is a monthly plan, ensure you enter per-period metrics as monthly (not annual or other period types). Otherwise, all period facts will not be in the data warehouse. 

 

However, if you do have the box checked and are creating Annual plans and entering the data in annual periods as mentioned above, the annual amount is showing for each period instead of dividing the amount by periods.

For Example

If you have an Annual Plan for 2024 and Enter $1,000 for the annual amount, the data warehouse should break this amount into 12 periods (based on days in the month) and enter that value in each month. 

Similar to

85, 79, 85, 82, 85...   as the monthly periods

However the data warehouse will show 1000 for each month of the year.

 

STR:

These steps can be done in Classic or MUX.  
1)  Create an annual plan

2)  Either populate or manually enter values in annual periods

3) Check the box under Admin / System Options for Consistent Fiscal Periods across Entities

4) Run full load data warehouse.

5) Either create an ad-hoc view for your plan or query the dwh table using

   - select * from fin_cost_plan_details where plan_id = <enter the internal id of your cost plan) 

 

Expected Results:  Since the facts show by fiscal period the annual amount should be divided for each month so the total for the annual period matches your amount.

 

Actual Results:  The annual amount shows in each period.  

 

Workaround:  Uncheck the box Consistent Fiscal Periods across Entities.  However if using annual periods

Resolution

Reported as DE80524