Clarity

Hi, I've an investment where I have cost plan with various transaction class. 

Example, for Investment I, there is a cost plan CP with 3 transaction classes A,B and C with respective costs against it X,Y and Z respectively.  My desired result is like 

I   A   X

I   B   Y

I   C   Z

But I get the result as I   A   X, I   A   Y, I   A   Z....till I   C   Y, I   C   Z  

Could you please help me avoid this repetition? 

Thanks in advance.

Hi Monica,

If I understand your requirement correctly, the system should be showing the way you are after and not I   A   X, I   A   Y, I   A   Z....till I   C   Y, I   C   Z... 

In the CP, if you have only one grouping attribute which is transaction class and if you have added 3 transaction classes, then the line items will  be 3 and in some cases 4 (blank - if you are populating from team or task and if the resource does not have a transclass defined). 

Can you please attach screenshots of your CP properties page and the details page.

Thanks,

Jerin   

You can use the grouping attribute of the cost plan object. If I group my cost plan by Transaction class and Cost Type then Cost plan will look like this:

T1 to T3 - Transaction Class

C1 to C2 - Cost Type

T1  C1   100

T2  C2   200 

T3  C2   300

That was exactly what I was thinking too!

Could you please help me on how to link cost plan with transaction class as I'm mussing over this join between cost plan and transaction class join that I couldn't locate the key! 

Check the below link. Hope it should help you.

https://communities.ca.com/thread/241691193#241699943 .

That helped! Thank you so much HCL-Gaurav.Gupta!