Clarity: Cost or Budget Plan Views do not display the correct Time Scale configuration

Document ID : KB000051076
Last Modified Date : 14/02/2018
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Description:

The Cost Plans/Budget Plans have 4 distinct views: Flat View, Self View, Aggregated View and Billing Currency View. The configuration for these views affects both Cost Plans and Budget Plans. This issue does not affect the Aggregated View (it works as expected and displays the defined [virtual] TSV properties configuration).

If the end-user navigates to [--Actions--] Configure and modifies the configuration for the [virtual] TSV attribute, the configuration is saved as expected. However the actual configuration that is displayed on the page is influenced by the last saved configuration from another view. For Example, if you create a configuration for the Flat View, and save the configuration, the View will appear as expected. Then subsequently you modify the configuration for the Self View or the Billing Currency View, the configuration is saved, but now all 3 views show the same Time Scale configuration (the labels are shown correctly). When you examine the configuration for each of the 3 views they are distinctly different and saved as expected. It is important for the end-user to see the distinct, saved configurations for each of the views as these views serve different purposes. Only the Aggregated View is working as expected and is not affected by the last saved configuration from any of the other views. When configuring the [virtual] TSV attributes on the views from Studio, similar behavior occurs ; all 3 views are displayed the same although you can see the properties of the attribute are configured differently.

Steps to Reproduce:

  1. Login as a Clarity Administrator and ensure Data Setup:

    Department OBS
    Location OBS
    Financial Entity with Monthly Fiscal Time Periods

  2. Main Application > Projects > New Project > General Properties

    Add a Financial Department OBS Unit, click 'Save' button

  3. Financial Plans tab > click 'New' button to create a new Cost Plan

    Fill all required fields, click 'Save' button

  4. Details tab > click 'New' button to add rows to the cost plan

    Select a few items and click 'Add' button

  5. Show: Flat View, [--Actions--] Configure

    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    Column Label = 'FLAT VIEW: Unit, Cost and Revenue Details'
    Start Date, Rolling Date = Start of Previous Month
    Time Scale = Month
    Number of Time Periods = 3
    Click 'Submit' button
    Click 'Save and Exit' button
    Observe configuration (shows OCT, NOV, DEC -- current month = NOV)

  6. Show: Self View, [--Actions--] Configure

    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    Column Label = 'SELF VIEW: Unit, Cost and Revenue Details'
    Start Date, Rolling Date = Start of Current Year
    Time Scale = Month
    Number of Time Periods = 5
    Click 'Submit' button
    Click 'Save and Exit' button
    Observe configuration (shows JAN, FEB, MAR, APR, MAY)

  7. Show: Flat View

    Expected Result: TSV should show OCT, NOV, DEC
    Actual Result: TSV shows last configuration: JAN, FEB, MAR, APR, MAY

    The Column Label is CORRECT ; it shows 'FLAT VIEW: Unit, Cost and Revenue Details'
    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    The configuration is correct for Flat View as previously defined in step 5
    Click 'Submit' button
    Click 'Save and Exit' button
    Observe configuration (shows OCT, NOV, DEC)

  8. Show: Self View

    Expected Result: TSV should show JAN, FEB, MAR, APR, MAY
    Actual Result: TSV shows last configuration: OCT, NOV, DEC

    The Column Label is CORRECT ; it shows 'SELF VIEW: Unit, Cost and Revenue Details'
    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    The configuration is correct for Self View as previously defined in step 6

  9. Show: Aggregated View, [--Actions--] Configure

    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    Column Label = 'AGGREGATED VIEW: Unit, Cost and Revenue Details'
    Start Date, Rolling Date = Start of Previous Quarter
    Time Scale = Month
    Number of Time Periods = 4
    Click 'Submit' button
    Click 'Save and Exit' button
    Observe configuration (shows JUL, AUG, SEP, OCT)

  10. Show: Flat View

    NOT OK - No Change ; TSV shows last configuration: OCT, NOV, DEC
    The Column Label shows correctly : 'FLAT VIEW: Unit, Cost and Revenue Details'

  11. Show: Self View

    NOT OK - No Change ; TSV shows last configuration: OCT, NOV, DEC
    The Column Label shows correctly : 'SELF VIEW: Unit, Cost and Revenue Details'

  12. Show: Billing Currency View, [--Actions--] Configure

    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    Column Label = 'BILLING VIEW: Unit, Cost and Revenue Details'
    Start Date, Specific Date = 05/01/2010 (MAY 1, 2010)
    Time Scale = Month
    Number of Time Periods = 7
    Click 'Submit' button
    Click 'Save and Exit' button
    Observe configuration (shows MAY, JUN, JUL, AUG, SEP, OCT, NOV)

  13. Show: Aggregated View

    OK; shows correct configuration: JUL, AUG, SEP, OCT

  14. Show: Self View

    Expected Result: TSV should show JAN, FEB, MAR, APR, MAY
    Actual Result: TSV shows last configuration: MAY, JUN, JUL, AUG, SEP, OCT, NOV

    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    The configuration is correct for Self View as previously defined in step 6

  15. Show: Flat View

    Expected Result: TSV should show OCT, NOV, DEC
    Actual Result: TSV shows last configuration: MAY, JUN, JUL, AUG, SEP, OCT, NOV

    List Column Section, Fields, click 'properties' icon for [virtual] TSV attribute
    The configuration is correct for Flat View as previously defined in step 5

Expected Result: Specific TSV configurations for the Flat View, Self View, and Billing Currency View should appear as defined

Actual Result: Flat View, Self View and Billing Currency Views are displaying the Time Scale configuration from the last saved configuration from another view

Solution:

Workaround:

The following, identified workarounds will not solve the problem of having saved, distinct configurations between each of the three views. These workarounds are identified to help end-users change settings to switch between configurations and the changes are temporary or impact the other views.

After changing to a different view (Flat, Self or Billing) and the view is not as expected, navigate to [--Actions--] Configure, Fields. Open the properties for the [virtual] TSV attribute and click 'Save' button. The view will now have the properties applied to the view. This workaround will impact the other views due to the reported behavior -- all three views will display the 'last saved configuration'. Alternatively, users can use 'session' Time Scaled View configurations to switch between configurations from [--Actions--] Time Scale View.

Status/Resolution:
This issue has been documented as CLRT-57806 and is assigned to development for review. If you are experiencing this problem and the workaround above does not significantly help, please contact CA Clarity Support.

Keywords: CLARITYKB, CLRT-57806, clarity12open, revmgr.costplandetailListChooser, view_code, costplandetailListFlat, costplandetailListHG, costplanbillingdetailList.