How Does the Freeze Date on the Financial Planning Defaults Work?

Discussion created by John_George Employee on Mar 4, 2015
Latest reply on Mar 5, 2015 by navzjoshi00

Based on Technical Document TEC439472.


Contributed by Kathryn Ellis, Principal Support Engineer at CA Technologies.


You may have noticed that, even after you set the financial plan freeze date, the plan data is still updated and you are still allowed to make changes to the planned data. So how does the freeze date on the financial planning defaults work?


The purpose of the financial planning freeze date is to prevent end users from editing individual cells in the detailed financial plan for fiscal periods that have an end date before the freeze date. If you auto-populate using Populate from Investment Team or Populate from Task Assignments, the detailed financial plan can be updated with data for fiscal periods that end prior to the freeze date. However, the data is not editable for those fiscal periods. You can edit data for other fiscal periods.


The freeze date only applies to the editable cells for planning values in the cost plan. Actuals are automatically calculated and displayed as read-only fields, since this data comes from the posted WIP records. The freeze date does not affect any updates to actual units or actual cost values.


Follow these steps:


  1. Login to CA Clarity PPM as an administrator.
  2. Open Administration and, from the Finance menu, click Setup.
  3. In the Organizational Structure section, click Entities.
  4. Open a specific Entity to update the freeze date.
  5. Click the Plan Defaults tab.
  6. Enter a date in the Freeze Date field.
  7. Click Save.



View this Article on the CA Clarity PPM Cookbook on Flipboard