Department OBS is not been displayed in Portfólio´s investment list (Clarity V13.3). Any tip?
I understand what you are trying to do. It is true that the Portfolio Objects do not use the financial functionality and thus these 'portfolio' objects should not be associated with a financial OBS.
You have registered the financial, department OBS "investment" attributes on the Portfolio Investment data provider. This is allowed because these attributes are the configurable OBS unit attributes that are associated with the investment objects; not associated with the Portfolio Object.
I have tested this for regular, non-financial OBS attributes and the values appear as expected in both 13.3 and 14.1.
However, for financial, department OBS unit attributes, in v13.3 no data is shown and on one test, there was some Department OBS unit data that showed but it was completely wrong.
I tested in v14.1 and now department OBS Unit attribute data shows up, but the data is wrong ; it is not the right unit that was saved nor is it in the right OBS unit attribute (associated with the right object).
Therefore, I have logged an issue with our development team for further investigation.
Reference CLRT-75920 : PFM Portfolio Investment Data Provider Register Financial Department OBS Unit attributes display wrong data on Portfolio Investments List View
It's necessary to set the object to show.
I just realized that ACTUALS are not been displayed in portfolio , but I think that is not same Department OBS case.
I was wondering what do you mean "It's necessary to set the object to show." Could you please be more specific? I´ll try your tip with ACTUAS attribute.
Department doesn't come with the data provider of that portlet - assuming you are referring to the Investments portlet on the Investments tab within a portfolio.
I tried the same thing and although I can configure and show my custom OBS in this Investments portlet, I am unable to show the Department OBS
As you said here, the data provider for this portlet is Portfolio Investment Provider but I thought all those attributes which I select in the Attribute Registry in the Portfolio Investment object should be visible here when configure them in the UI in the Portfolio Investments portlet
13.2 and later, portfolios do not use financial management functionality.
For a financial OBS, an attribute named Department OBS of OBS Entity - Lookup Data Type is created on the associated Object Attribute page. The Department OBS attribute is created only on the first association of an object with the financial Department OBS. As a result, you have only one Department OBS attribute in the attributes list of the associated object.
- These Data Types are reserved only for the OBS attributes and are not available for the custom attribute creation. However no attribute is created when you associate an object with the Location OBS.
Can be any except the following objects:
Financial OBS: Company, Incident Category, Job/Report, Page, Portfolio, Portlet, Process Definition, Release, Release Plan, and Requirement.
Non-financial OBS: Incident Category, Job/Report, Page, Portlet, and Process Definition.
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