CA PPM: Actions of Cost Plan List are remove if you add any Action to the Cost Plan List, Actions Menu.

Document ID : KB000044995
Last Modified Date : 10/08/2018
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Introduction:

Problem:

After adding any Action to the Cost Plan List, Actions Menu, Actions of Cost Plan List are remove.

Steps to Reproduce:

1. Login to a Clarity

2. Go to a Project and click on Financial Plans tab

3. Move your mouse over Actions (top right)

4. Notice the possibility to choose: Set Plan of Record, Submit Plan of Record for Approval, Copy Cost Plan, New from Investment Plan, New from Task assignments

5. Go to Administration / Objects / Cost Plan

6. Go to Views tab

7. In Cost Plan List --> click on Actions Menu

8. Click on General

9. Note that only Copy Cost Plan appears

10. Add a new Action : for example, New GD config

11. Save and return

12. Go to Home/Projects

13. Open a project

14. Click on tab : Financial Plans

15. Move your mouse over Actions (top right)

16. Notice that the OOTB actions for Cost Plans (see above) disappeared, except for Copy Cost Plan.

 

Expected Result:  

You should be able to add any Action in the Cost Plan List Actions Menu and Set Plan of Record, Submit Plan of Record for Approval, Copy Cost Plan, New from Investment Plan, New from Task assignments should not be removed.

 

Actual Result:  

If you add any Action in the Cost Plan List Actions Menu, Set Plan of Record, Submit Plan of Record for Approval, Copy Cost Plan, New from Investment Plan, New from Task assignments are removed 

 

Cause:

Caused by CLRT-79009

 

Workaround:

1. Go to Administration, Objects.

2. Locate and open the Cost Plan Object.

3. Click on the Views tab.

4. Click the Restore Defaults button.

NOTE: This will add the missing actions back to the menu.

5. Click on [Actions Menu] for the Cost Plan List view.

6. Click New and create a new menu.

7. Add your action to this menu.

This will allow you to retain all of the default actions in the original menu.

 

Resolution:

Open. Defect is target for resolution in future release.

 

Instructions:
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