v13 Cost Plan XOG write action resulting in an error message does not provide the Cost Plan Name in the 'Key Information' as it did in v12

Document ID : KB000020024
Last Modified Date : 14/02/2018
Show Technical Document Details

Issue:

In Version 12.1 the XOG output report showing an error message for Cost Plans had the following in the <Key Information> Section (both the Plan ID and Plan Name). This change makes it hard to locate and fix errors.

<KeyInformation> 
     <column name="ID">myCostPlanID00001</column> 
     <column name="Name">My Cost Plan Number One</column> 
</KeyInformation>

In 13.2, I no longer get the Cost Plan Name attribute, which is key for us to be able to identify which investment has this Cost Plan so we can track down the error and fix it.

<KeyInformation> 
    <column name="externalSource">NIKU</column> 
    <column name="UNIQUE_NAME">myCostPlanID00001</column> 
</KeyInformation>

Either we need the Plan Name to display or the Parent investment ID in the <Key Information> section like it did in version 12.

Steps to Reproduce:

Perform the following steps in v12.1 and in v13.2 for comparison of outcome

  1. Create a project with financial properties and team staff members
  2. Create a detailed financial cost plan
  3. Perform a XOG read action to get this cost plan data
  4. Examine the XOG output XML file
    To force an error message upon a XOG write action, modify this XML file by changing a grouping attribute value to be invalid
    (For Example, if you are using Charge Codes for grouping and the output file shows 'Travel' as a value, change it to something invalid such as 'Trav')
  5. Perform a XOG write action using this modified file
  6. Examine the XOG output file - look at the <Key Information> section

Expected Result: The <Key Information> section should report the same information as it did in the previous version
Actual Result: The <Key Information> section changed and now does not include this important information for finding the cost plan

Cause:

Caused by CLRT-73271 

Resolution:

Resolved in CA PPM 14.1

The Key Information now displays the plan name as expected for each type of plan : Cost Plan, Benefit Plan, Budget Plan 

ERROR OUTPUT EXAMPLES:


Cost plan:

    <Object type="costPlan"/>
    <Status elapsedTime="0.389 seconds" state="SUCCESS"/>
    <Statistics failureRecords="1" insertedRecords="0" totalNumberOfRecords="1" updatedRecords="0"/>
    <Records>
      <Record>
        <KeyInformation>
          <column name="externalSource">NIKU</column>
          <column name="UNIQUE_NAME">Q1 Plan</column>
          <column name="name">Q1 Plan</column>
        </KeyInformation>

Benefit plan:

<Object type="benefitPlan"/>
    <Status elapsedTime="0.041 seconds" state="SUCCESS"/>
    <Statistics failureRecords="1" insertedRecords="0" totalNumberOfRecords="1" updatedRecords="0"/>
    <Records>
      <Record>
        <KeyInformation>
          <column name="externalSource">NIKU</column>
          <column name="UNIQUE_NAME">NP12345</column>
          <column name="name">Q1 Benefit</column>
        </KeyInformation>

Budget Plan:

<Object type="budgetPlan"/>
    <Status elapsedTime="0.062 seconds" state="SUCCESS"/>
    <Statistics failureRecords="1" insertedRecords="0" totalNumberOfRecords="1" updatedRecords="0"/>
    <Records>
      <Record>
        <KeyInformation>
          <column name="externalSource">NIKU</column>
          <column name="UNIQUE_NAME">Budget12345</column>
          <column name="name">Q1 Budget Plan</column>
        </KeyInformation> 

Workaround:

None.