Actuals Rollup from Project to CIT not Working

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

When using the functionality to roll up child investments to the parent, if the child is a project and the parent is a custom investment (CIT) the roll works the first time, but after that, any new posted transactions to the child do not roll up.

 

Steps to Reprocuce:

1. Create a CIT and financially enable it
   • Make the dates of the CIT for a few months with most periods in the past so transactions can post.
   • Create a Cost Plan Header
   • Click on the cost plan and make sure you have Actual Cost as one of the per-period metrics columns
   • Click Include Actuals from children
2. Create a project with the same settings as the CIT.
   •  Create a cost plan the same as the CIT
   •  Create a task to post transactions to
   •  Make the CIT the parent of this project     
3. Post to WIP a transaction to the project 
4. Run job Post WIP Actuals to Financial Plans
5. Verify that the actuals posted to the CIT
6. Post another transaction to the project
7. Run job Post WIP Actuals to Financial Plans

 

Expected Result:  Additional actuals posted to the CIT

 

Actual Result:  Additional actuals do not post to the CIT (actuals_out_of_date flag) did not update when transaction was posted

Environment

 Clarity 16.3.3, 16.4.0

Cause

This is caused by DE181557

Resolution

This is currently under investigation