'Populate from Allocations' versus 'Populate from Assignments'
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'Populate from Allocations' versus 'Populate from Assignments'

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Article ID: 97808

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Where does "Populate from Allocations" and "Populate from Assignments" pull from on a New User Experience (UX) cost plan? What are the requirements to be able to pull data using these options? 

Environment

Release: All Supported

Resolution

Populate from Allocations

This pulls from the investment allocation data on the project.  The project must have at least one team member to allow populating from allocations.

Populate from Assignments

This pulls from the task assignments on the project. The project must have at least one task assigned to allow populating from assignments.

Additional Information

Reference Populate Cost Plan Rows with Allocation or Assignment Data in tech docs at: Clarity: Manage Financial Plans for more details on populating from allocation or assignment data.