Clarity: Resource Workload Portlet 'Show All' Shows Allocation from Inactive Investments

Document ID : KB000049771
Last Modified Date : 14/02/2018
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Description:

The Resource Planning > Workloads portlet is showing a total Allocation value greater than the total shown on the Resource Allocations > Weekly Detail Portlet. The additional allocation total is coming from inactive investments when the 'Show All' filter button is used.

Steps to Reproduce:

  1. Added Labor Staff Member to Inactive Project (or other type of investment) / 100% allocation

  2. Added Labor Staff Member to Active Project (or other type of investment) / 100% allocation

  3. Executed Time Slicing job

  4. Resource > Allocation Weekly Detail Portlet
    Inactive project - no allocation slices as expected / total Allocation value = non-zero
    Active project - allocation slices are shown / total Allocation value is expected

  5. Resource Planning > Workloads

  6. Filter by Resource OBS Unit > Click the Allocation number link to compare to the Resource Weekly Detail portlet ; it matches

  7. Filter by Resource ID > Click the Allocation number link to compare to the Resource Weekly Detail portlet ; it matches

  8. Filter 'Show All' > Click the Allocation number link to compare to the Resource Weekly Detail portlet

Expected Result: Show Allocation Total only for Active Investments.

Actual Result: Allocation Total is shown for both Active and Inactive Investments.

Solution:

WORKAROUND:

Clicking the 'Filter' button with or without additional criteria yields the expected results.

STATUS/RESOLTUION:

This is working as design. An enhancement request has been implemented on 12.1 to remove the hard coded investment active status condition for this portlet, so that a customer would have the ability to see data from inactive investments.

Reference the CA Clarity Project and Portfolio Manager Change Impact and Upgrade Guide for Clarity 12.1 Service Pack 1 - In the Studio Section or
Chapter 2 : Resource Workloads Portlet - Filtering Resources by Active Resource and Investments.

Keywords: CLARITYKB, CLRT-65347, clarity12resolved, clarity1211resolved.