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Clarity PPM

4 Posts authored by: Connie_Fu

If you try to delete a transaction class (or Resource Class, etc) and get an error saying you cannot, chances are that it's being used on resource profile, WIP transactions, or financial plans.

 

With the enhancement done in financial planning in v13 the schema for financial plans has changed, adding a new table 'odf_multi_valued_lookups'. Today let's use a query to find out which financial plans are currently grouped by transaction classes and a specific transaction class is used in the plan detail

 

select  inv.code PROJ_CODE, pln.code PLAN_CODE

from    odf_multi_valued_lookups odf, fin_cost_plan_details dtl, fin_plans pln, inv_investments inv, transclass tc

where   odf.object = 'costplan'

and     odf.pk_id = pln.id 

and     pln.id = dtl.plan_id

and     pln.object_id = inv.id

and     odf.value = 'transaction_class_id'

and     dtl.transaction_class_id = tc.id

and     tc.transclass = 'LaborTra' -- replace with your transaction class name

group by inv.code, pln.code

 

As the Technical Refernece guide illustrates here, you can modify this query to find another attribute by changing out the transclass table, the odf_multi_valued_lookups.value value and the column name from fin_cost_plan_details.

 

Please, feel free to share your queries here for department, role, etc; or share your queries that finds which resources/WIP transactions use a specific transaction class!

 

techRef.JPG


Have you ever tried removing a resource from a task after adjusting timesheets to 0 hours, or after deleting the timesheets and still got an error "PRJ-07580: One or more staff members cannot be removed. This may be due to security, committed actuals or booked requisition."? Is it possible to ever remove a resource from a task after actuals have been posted on the assignment?


The short answer is yes, but you would want to be very clear about the results from taking the necessary steps

 

Per the current product design it is possible to achieve this goal, however the actions required for such removal will impact a larger scale of data than what you may initially expect: you should be ready to remove all timesheets that fall within the affected time reporting periods, and all financial transactions on the project from not just for a specific resource but all resources.


Carefully review the steps below and decide if they are feasible given the scope of the problem and the impact area:

 

1. Adjust the timesheets where hours have been posted from, zeroing out the hours from the task and post the adjustment timesheets. If project is enabled for financial, new transactions will be generated from the adjustment timesheets to back out the quantities in WIP. Complete the financial posting so that these new transactions are posted to WIP. If you query the WIP tables where the status is 0 (i.e. current) you should come up to a net 0 for the assignment. At this point the resource will now shows 0 actuals on the task assignment

 

2. Close the time reporting periods in which the timesheets for the unwanted assignments fall; mark the periods for deletion. Run the Delete Investments job.

 

*** IMPORTANT *** This job run will delete ALL timesheets from all resources that fall within the time reporting periods closed at step #4, the impact area is all resources, on all projects, within the chosen time periods.

 

3. If the project and the resource were financially enabled and financial transactions have been posted to WIP, you would need set the project financial status to CLOSED and run one job against this project: Purge Financial Tables job

 

*** IMPORTANT *** This job will delete ALL financial WIP transactions for the projects. The impact area is all resources on the project

 

You should now be able to remove the resource from the task, and remove the resource from the project team as well.

 

In some situations a data cleanup of such large scale is not feasible for the purpose of correcting just one or a few assignments. Clarity's Product Management team is looking to collect use cases and business impact of this limitation of the product design, so that the design can be adjusted in the future to better its users. Please promote and comment on the existing Idea on the Global User Community through this link :

 

https://communities.ca.com/ideas/103016115

Do you currently use Clarity V13.x on a regular basis? CA Technologies and the ITBM Group are looking for usability testing participants for a study. If you are interested in participating in this study please go to the following link in our communities for more information and sign up. Participants will be e-mailed a $50 Amazon gift certificate after their session is completed.

 

https://communities.ca.com/thread/241690985

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