ALERT:Cost plans not copied because active fiscal periods could not be found for one or more start periods or end periods

Products

• Clarity PPM On Premise

Issue/Introduction

Symptoms: 

When I create a Project 'New From Template', I encounter the following alert.  Why does this happen how can it be resolved?

ALERT:Cost plans not copied because active fiscal periods could not be found for one or more start periods or end periods

Steps to Reproduce:

1. Create a Project Template with a start date that is sometime in the past 
2. Within the Project Template, setup financial properties and create a Cost Plan that spans the date range of the template project 
3. Navigate to the Project List View 
4. Click 'New from Template' button 
5. Select the Project Template 
6. Enter new start date that is later than the project template start date 

Expected Result: Cost Plan from Project Template is copied successfully

Actual Result: Alert message is displayed and Cost Plan is not copied

Cause: 

When the new project is created, the user is setting the date range of the new project and when the cost plan is copied over it tries to create the plan using the new dates in the new project and there may not be active Fiscal Periods to match the new date range. 

Resolution: 

Be sure that you have active Fiscal Periods that cover the new date range.

1. Navigate to Administration, Finance: Setup, Entities
2. Locate and open the Entity associated with the Department OBS
3. Navigate to Fiscal Time Periods tab
4. Look for active Fiscal Time Periods for the specific Period Type that cover the date range of the new project

Additional Information: 

For a great explanation on how the dates shift in the cost plan based on the new project dates and the over all functionality when copying cost plans from a template, reference the product documentation topic : Project Fields Used for Copying Financial Plans  

 

Environment

Release: ESPCLA99000-13.2-Clarity-Extended Support Plus
Component: