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Actuals are showing on a cost plan and not on the tasks

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Article ID: 120309

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Financial transactions created either manually or through XOG and posted to WIP but the transactions do not show on the tasks.

 

Cause

Because of an old defect, there are times when the assignment cannot be created when running the Import Financial Actuals job.

You will see error in bg-ca logs similar to 

ERROR 2015-01-20 10:30:01,598 [Dispatch pool-5-thread-2 : [email protected] (tenant=clarity)] xql2.xbl (clarity:admin:session:Import Financial Actuals) ****IMPORT WIP ACTUALS: Failed to create assignment for WIP record ID = 5xxxxxx 

Environment

Component: PPMFNM

Resolution

  1. First, make sure you run the Import Financial Actuals job. 
  2. If the job runs and you still do not see the actuals check to see if the resource is actually on the team and assigned to the task in question. 
  3. If not, assign the resource to the team and the task and then run Import Financial Actuals job again.
  4. The record should then process and you will see it on the task/assignment.

Additionally: Make sure the Import Financial Actuals job is incompatible with the Time Slicing job. See more details on jobs at Clarity PPM Jobs Reference. If these jobs are not incompatible, update the jobs to be incompatible and then rerun the Import Financials Actuals job.