Process created on Cost Plan object does not initiate on time if the Start Condition is on Status Code

Document ID : KB000006209
Last Modified Date : 14/02/2018
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Issue:

Process created on Cost Plan object does not initiate on time if the Start Condition is on Status Code

Steps to reproduce: 

  1. Login to CA PPM as admin user. 
  2. Create a very simple Process with Primary Object as Cost Plan. 
  3. It should be in Auto Start mode and the start action will be UPDATE. 
  4. The start condition will be (Cost Plan Status Code = 'Submitted'). 
  5. No need to create any steps. Just 2 steps: Start and Finish. 
  6. Validate and Activate the Process. 
  7. Open a new or an existing project. 
  8. Create a simple Cost Plan under that Project. 
  9. The Newly created process will be in the Available tab but not on the Initiated Tab. This is fine as the Cost Plan is not yet Submitted. 
  10. Make it the Plan of record and then Submit the same for Approval. 
  11. A Budget Plan gets created with Submitted Status. 
  12. Check the process tabs under both the Cost Plan and the Budget Plan.

Expected result: The Process should be in the Initiated Tab for any or both of the plans.

Actual result: The Newly created process will be in the Available tab but not on the Initiated Tab.

Environment:
CA PPM 14.4, 15.1
Cause:

This is not an issue with the product. It is working as per design. 

Resolution:

Cost Plans and Budget Plans refer to the same object which is Cost Plan. When you select "Submit for Approval" for a cost plan, you will be prompted to create a budget plan and it will be created with a Status=Submitted. The process should be configured on the Cost Plan object where auto-start on CREATE and condition should be "Plan Type Code=BUDGET" and "Status Code=Submitted". This will start the process under the budget plan instance - there will be no process started on the cost plan.