Sergiu.Gavrila

Solution for a hierarchical Self View in the Clarity 13.x financing plan

Discussion created by Sergiu.Gavrila on Jun 14, 2013
Latest reply on Jun 17, 2013 by Chris_Hackett
Clarity 13 has changed the grouping in the financial plans. While the changes are very useful, the hierarchical "Self View" has been removed.
One of our customers wanted the view back, including the input capability, for the better usability with large and hierarchical cost and budget plans.
Because this feature was mandatory for the Clarity migration, we have built a new cost/budget plan hierarchical view with data input.

We have implemented some convenience features like the Populate buttons and a fast way to change the comparisons and fields shown through two lookups.
There is also an aggregation over the subproject hierarchy.

I'm interested to know how the missing Self View in v13 affects your migration plans and if such a solution will help your upgrade efforts.
For questions or feedback, you can contact me, additional to the forum, at sergiu.gavrila@itdesign.de .

I have attached a screenshot of our solution.

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