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:
- Added Labor Staff Member to Inactive Project (or other type of investment) / 100% allocation
- Added Labor Staff Member to Active Project (or other type of investment) / 100% allocation
- Executed Time Slicing job
- 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
- Resource Planning > Workloads
- Filter by Resource OBS Unit > Click the Allocation number link to compare to the Resource Weekly Detail portlet ; it matches
- Filter by Resource ID > Click the Allocation number link to compare to the Resource Weekly Detail portlet ; it matches
- 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.