Unable to Approve Budget Plan

Products

• Clarity PPM On Premise

Issue/Introduction

The user is experiencing an issue where a project is displaying two separate budget plans with an 'Approved' status.
This duplication is preventing the successful merging of a new budget plan.

 

Environment

All

Resolution

To investigate and resolve the issue of two approved budget plans, the recommended first step is to identify the conflicting budget plans associated with the specific project.

The provided SQL query should be executed to retrieve all financial plan records linked to the problematic project.

SELECT * FROM fin_plans 
WHERE object_id IN (
    SELECT id FROM inv_investments 
    WHERE name LIKE '%example_project_name%'

After reviewing the results,
1. Examine the output to confirm the existence and status of the two "Approved" plans.
2. Determine the correct plan: Based on plan creation dates, modification dates, or other business logic, identify which of the two approved plans should be kept.