Modern UX - Project specific charge codes get copied when copying Tasks
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Modern UX - Project specific charge codes get copied when copying Tasks

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Article ID: 446267

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

  • It is possible to have Investment specific Charge Codes in Clarity. Settings for this can be found at Classic UI > Administration > Project Management > Settings
  • Such Charge Codes are defined and used in Projects
  • Since they are used in Projects, they can also be used in Tasks within them
  • Suppose in Project p1, Charge Code cc1 is selected, and further selected within one or more Tasks
  • There is a functionality available in Modern UX > Projects > Specific Project > Tasks > Actions, to copy Tasks from another investment
  • Using this functionality at Project p2, if Tasks are copied over, then it is noticed that the Charge Code cc1 which was specific to p1 is set against the copied Tasks as well
  • Upon opening up the Charge Codes field for edition, it is noticed that in Project p2, cc1 is not visible.

Environment

Clarity 16.4.2

Resolution

An enhancement request can be raised with Product Management to validate values before populating in copied Tasks.

Additional Information

Suppose a custom lookup attribute is created using the NSQL below:

select
@select:name:inv_name@
from inv_investments
where @filter@
and id = @where:param:user_def:integer:inv_id@

Even then when instances are copied, values are copied over. Even though name of one instance would not be relevant in another instance.