Clarity: Resource Workload Portlet 'Show All' Shows Allocation from Inactive Investments

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

The Resource Planning > Workloads portlet is showing a total Allocation value greater than the total shown on the Resource Allocations > Weekly Detail Portlet. The additional allocation total is coming from inactive investments when the 'Show All' filter button is used.

Steps to Reproduce:

1. Added Labor Staff Member to Inactive Project (or other type of investment) / 100% allocation
   
   
2. Added Labor Staff Member to Active Project (or other type of investment) / 100% allocation
   
   
3. Executed Time Slicing job
   
   
4. Resource > Allocation Weekly Detail Portlet
   Inactive project - no allocation slices as expected / total Allocation value = non-zero
   Active project - allocation slices are shown / total Allocation value is expected
   
   
5. Resource Planning > Workloads
   
   
6. Filter by Resource OBS Unit > Click the Allocation number link to compare to the Resource Weekly Detail portlet ; it matches
   
   
7. Filter by Resource ID > Click the Allocation number link to compare to the Resource Weekly Detail portlet ; it matches
   
   
8. Filter 'Show All' > Click the Allocation number link to compare to the Resource Weekly Detail portlet

Expected Result: Show Allocation Total only for Active Investments.

Actual Result: Allocation Total is shown for both Active and Inactive Investments.

Solution:

WORKAROUND:

Clicking the 'Filter' button with or without additional criteria yields the expected results.

STATUS/RESOLTUION:

This is working as design. An enhancement request has been implemented on 12.1 to remove the hard coded investment active status condition for this portlet, so that a customer would have the ability to see data from inactive investments.

Reference the CA Clarity Project and Portfolio Manager Change Impact and Upgrade Guide for Clarity 12.1 Service Pack 1 - In the Studio Section or
Chapter 2 : Resource Workloads Portlet - Filtering Resources by Active Resource and Investments.

Keywords: CLARITYKB, CLRT-65347, clarity12resolved, clarity1211resolved.

Environment

Release: ESPCLA99000-12.1-Clarity-Extended Support Plus
Component:

Resolution

.