ALERT: Some images may not load properly within the Knowledge Base Article. If you see a broken image, please right-click and select 'Open image in a new tab'. We apologize for this inconvenience.

Hierarchy Financial Rollup detail planned cost and benefit only display values up to 12 months in future

book

Article ID: 22562

calendar_today

Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

The Planned Cost and Planned Benefit amounts are not shown correctly on the Project, Hierarchy Tab, Financial Rollup (Detail) View. I would expect to see the monthly values distributed evenly for the entire 3-year period.

For example: with a simple budget planned cost equal to 360,00 :

  1. For monthly, the 'Detailed Planned Cost' amount should appear as 10,000 per month x 36 months = 360,000.
  2. For Yearly, the amount should appear as 120,000 x 3 years = 360,000.
  3. For Quarterly, the amount should be 30,000 per quarter x 12 quarters = 360,000.

Instead, the application is displaying values only beginning in the current month, in the current year or beginning in the 'next' quarter.

Steps to Reproduce:

  1. Log in to Clarity as an administrator user
  2. Create a new project: 
    • Project Name = 'My Master Project'
    • Schedule Start = 1/1/2015
    • Schedule Finish = 12/31/2017
  3. Navigate to the Project > Financial Summary page
    • Planned Cost = 360,000.00
    • Planned Cost Start = 1/1/2015
    • Planned Cost Finish = 12/31/2017
    • Planned Benefit = 36,000.00
    • Planned Benefit Start = 1/1/2015
    • Planned Benefit Finish = 12/31/2017
  4. Create a new sub-project
    • Project Name = 'My Subproject #1'
    • Schedule Start = 1/1/2015
    • Schedule Finish = 12/31/2017
  5. Navigate to the Project > Financial Summary page
    • Planned Cost = 3,600.00
    • Planned Cost Start = 1/1/2015
    • Planned Cost Finish = 12/31/2017
    • Planned Benefit = 360.00
    • Planned Benefit Start = 1/1/2015
    • Planned Benefit Finish = 12/31/2017
  6. Navigate back to 'My Master Project', Properties, Subprojects
  7. Click 'Add' button
  8. Select 'My Subproject #1', Click 'Add' button
  9. Navigate to the Project, Hierarchy Tab, Financial Rollup (Detail)
    No values are shown yet as the 'Investment Allocation' job has not executed
  10. Navigate to Reports and Jobs, Jobs,  Available
  11. Select 'Investment Allocation' job, execute the job immediately
  12. Go back 'My Master Project' then Hierarchy Tab > Financial Rollup (Detail)
  13. From the Options icon, select 'Configure'
  14. From the List Column Layout : Available Columns, select the following columns
    (this will show the amount entered on the Simple Budget page)
    Planned Cost
    Planned Benefit
  15. Click 'Save and Return'.
  16. The Planned Cost and Planned Benefit amounts are shown correctly. 

Expected Result: See the values distributed evenly over the 3-year period for any TSV (Time Scale Value) configuration.
Actual Result: Values only appear beginning in the current month, year or beginning in the 'next' quarter.

Cause

This is working as expected within the limitations of the internal, insta-slices for Hierarchy Detail page.

Environment

Release: All Supported Releases
Component: Clarity Financial Management

Resolution

The data only shows up for current month plus next 12 months, and the values are all 0 for Cost or Benefit start date until current month - 1 as well as for current month + 12 until Cost or Benefit end date. This is due to the design limitation that the internal time slices are only generated from today to today+360 days only.

Note: These are internal time slices: These slice types do not appear in the UI under Administration, Time Slices, so they're not public and thus not configurable.

Additional Information

See also: