Projects 'Actual Transactions': 'Task' and 'Resource' filter fields
Article ID: 389657
Updated On:
Products
Issue/Introduction
The "Task" field on the Actual Transactions page filter of the Project Financials module in MUX, shows every project task in the system and is not limited to the current project. The same occurs with the "Resource" field. Every resource on the system is pulled and is not limited to the resources of the project
Steps to Reproduce:
- Navigate to the Modern UX -> Projects Grid -> Click on any project record -> Click on 'Tasks'. Note down the number of tasks displayed here
- Navigate to Financials tab -> Actual Transactions sub tab
- Open the filter -> Add Filter -> Choose 'Task' filter
- Click on the 'Task' filter drop down.
Expected Results: The filter shows only those Tasks that are present in the Project. The number of Tasks matches with the observation from step 1.
Actual Results: The filter shows all Tasks in the system, from all investments.
Environment
Clarity 16.4.1 and below
Cause
This behaviour was analyzed via DE167136.
Resolution
Pre Clarity 16.3.2, by design the 'Task' and 'Resource' filter fields are not restricted to show only those Tasks/Resources that belong to a particular investment.
The Views that are created in this page are carried across to all investment instances.
So, if Tasks or Resources of one particular investment are chosen, and if those Tasks or Resources are not accessible in another investment, then the Views will start causing issues.
As of Clarity 16.3.2, in order to help with the selection of Tasks and Resources that belong to the same project (as task names and resources can match across projects, two new columns have been added to the Tasks filter:
- Investment Name
- Investment Code
These columns can help in picking the right Tasks/Resources.
In Clarity 16.4.2, the Investment ID parameter is pre-filtered to the current investment. When viewing investment-level transactions only the current investment's tasks are returned.
Feedback
