PRJ-07539 error when idea is inactive and project template Financial Status is Open

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

PRJ-07539 converting an idea when idea inactive and used template Financial Status is set to Open

 

STEPS TO REPRODUCE:

 

1. Create an idea and set it to Status Approved

2. Set the Financial Status to Hold and mark it as Inactive

3. Create a project template and the Financial Status to Open and mark it as Active

4. Convert the idea to project using the above template

 

Expected Results: The project to be created with Financial Status Open and Active

Actual Results: The project is with Financial Status Open and Active but you get an error

• In Classic PPM the error is: PRJ-07539: Project cannot be set inactive because it is enabled for financials.
• In MUX the error is: projmgr.templateCopyFailed
• If a process is involved on the conversion, you also get: PRJ-07539: Project cannot be set inactive because it is enabled for financials

Cause

This was analyzed through DE157337

Resolution

This was analyzed by Product Management and Engineering and agreed this is working as design. When converting an idea to project using a template all the involved the Active and Financial status are considered. An Open financial status value collides with the idea inactive status raising this error

Ensure the the idea is active prior to the conversion

Additional Information

1. If we audit the Financial Status and Active flag, here is what we observe:
   Following idea attribute values inserted Active flag 0 and Financial Status Hold
   Following project template values updated Financial Status Open and Active flag 1
   The error comes out because on the interim, the target project is set to Financial Status open and Active 0
   So final values come from template, but we validate them as idea ones are being copied before they get into their final value
2. If there is team members on the idea or projet template might not be copied
3. If a process is used, the flow will error and the process will not complete and therefore the project will be incomplete