Investment Allocation job changes Last Updated by and Date for investments in PPM Clarity

Document ID : KB000036455
Last Modified Date : 23/01/2019
Show Technical Document Details
Issue:

When we run the Investment Allocation job in PPM Clarity, it updates "Last Updated By" and "Last Updated Date" for the corresponding investments.

Cause:

This is working as designed. The investment allocation job updates components of the project including: Last Updated Date and Last Updated By. The last updated by field will change to the owner of the Investment Allocation job. 

 

Resolution:

As per current design these will fields will change when the Investment Allocation job is run. 

Some options to workaround the behavior:
  1. The owner of the Investment Allocation job could be changed to a generic user who does not make changes via the UI such as "Admin" to help distinguish between a job action making the change versus a UI update. 
  2. Audit the specific attributes that you would like to have tracked. This will then keep the history of who made any changes to those fields
    • To enable auditing, in PPM go to Administration->Studio->Objects, click on the object the attribute belongs to, and click on the Audit tab. 
Additional Information:
KB000022834 - What is the Investment Allocation job for?
KB000036455 - Investment Allocation job changes Last Updated by and Date for investments
KB000023895 - How often should I run the Investment Allocation Job?
KB000052175 - For a known issue that can happen if the Investment Allocation job and Time Slicing job are not incompatible