Clarity: Project Financial Summary Planned Benefit total amount is reduced by amounts tied to line items where only the 'Realized' cell value was updated

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

When an end-user updates a Benefit Plan and only updates the 'Realized' cell value on a line item, it causes the planned benefit amount for that line item to disappear from the total planned benefit shown on the project financial summary page.
If BOTH the 'Benefit' and 'Realized' cell values are updated for the line item, the behavior is correct, the amount for that line item is included.
When only one line item exists on the benefit plan and you follow the STR, the field is blank on the project financial summary page.

Steps to Reproduce:

1. Create a Benefit Plan
   
   
2. Add 3 or more line items to the plan
   
   
3. Enter BOTH 'Benefit' and 'Realized' cell values on the plan
   
   
4. Click 'Save' button
   
   Make a note of the total planned benefit amount
   
   
5. Go to the Cost Plan (POR) and link the Benefit Plan on the properties page
   
   
6. Navigate to the Project > Financial Summary page
   
   View the total Planned Benefit amount
   
   It is correct
   
   
7. Return to the Benefit Plan
   
   Modify only the 'Realized' value for 1 of the line items
   Make a note of the total benefit amount for that line item
   Click 'Save' button
   
   
8. Navigate to the Project > Financial Summary page
   
   View the total Planned Benefit amount

It is NOT correct; the total is reduced by the amount for the line item where only the 'Realized' value is updated

Expected Result: Project Financial Summary Planned Benefit total amount should be correct.

Actual Result: Project Financial Summary Planned Benefit total amount is reduced by amounts tied to line items where only the 'Realized' cell value was updated.

Solution:

WORKAROUND #1:

1. Return to the Benefit Plan
   Modify BOTH 'Benefit' and 'Realized' cell values on the SAME line item in the plan
   Make a note of the total benefit amount for the entire plan
   Click 'Save' button
   
   
2. Navigate to the Project > Financial Summary page
   View the total Planned Benefit amount
   It is correct because we updated the one line item that caused the problem

WORKAROUND #2:

If there are many line items affected by this behavior, go to the Cost Plan (POR) properties page to remove the Benefit Plan and then link it again.

STATUS/RESOLUTION:

This issue is documented as CLRT-70746 and is in review with development.

Keywords: CLARITYKB, CLRT-70746, clarity13open.

Environment

Release: ESPCLA99000-13.2-Clarity-Extended Support Plus
Component:

Resolution

.