MUX project Financials tab error even if financial plans exist
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Article ID: 395752
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Updated On:
Products
Clarity PPM On PremiseClarity PPM SaaS
Issue/Introduction
Financials module does not display Financial Plans if a previous project we navigated to is not financially enabled and if we have loaded its properties page where a blank financial Department and Location are present The Financials module displays an error instead: You must associate this investment with an entity before a financial plan can be set up
STEPS TO REPRODUCE:
MUX Administration > Blueprints > Create a project blueprint
Add the Department and Location fields to the Project blueprint Properties module
Set the Properties module as first module. Set it as default.
Create a new project called "Financially Disabled" and do not give a Department or Location
Create a new project called "Financially Enabled" and populate the Department and Location fields
Go to the Financials tab and create a Cost Plan
Back on the grid, locate the "Financially Enabled" project and navigate to the Financials tab.
The Financial Plans display
Back on the grid locate the "Financially Disabled" project and open it.
Back on the grid, locate the "Financially Enabled" project and navigate to the Financials tab.
Expected Results: The Financial Plans display Actual Results: Error received: You must associate this investment with an entity before a financial plan can be set up