CA PPM, In Advance reporting Ad Hoc Reporting Does Not Show All Financial Data when using Grouping by using the Financial Management Domain

Products

• CLARITY PPM FOR ITG
• CLARITY PPM FEDERAL
• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

CA PPM, In Advance reporting Ad Hoc Reporting Does Not Show All Financial Data when using Grouping by using the Financial Management Domain

 Steps to Reproduce:

1. Create a financially enabled project in CA PPM 
2. Ensure the dates cover a few months (make sure there are active fiscal periods) 
3. Assign at least two financially enabled resources. Make sure they have different roles
4. Make sure they have allocations 
5. Create a cost plan populate from Investment Team group by Department and Role
6. Create a few manual transactions.
7. At least one using the same financial attributes ( same department and role)
8. A few with different roles so they become unplanned lines on the cost plan
9. Post the transactions to WIP 
10. Ensure the cost plan now has planned and unplanned lines 
11. Run Load DW (full load) 
12. Create Ad-Hoc View using Financial Management Domain 
13. Filter for your project and cost plan 
14.  Add columns  like Plan Name, Plan Department, Plan Resource Role, Plan Resource Role, Total Plan Cost 

Actual Result: The ad-hoc view matches the totals on the cost plan

Expected Result: Several lines are missing from the ad-hoc view.

Cause

This issue is caused by CLRT-80451 

Environment

CA PPM 14.3 & 14.4

Resolution

The issue CLRT-80451 is fixed in CA PPM 14.3 patch 9, 14.4 patch 5 and 15.1