Financial enablement what is possible and what is not?

Discussion created by urmas on Nov 2, 2015
Latest reply on Nov 2, 2015 by Sarmistha_Purkayastha

How many loops I've been looking at financial enablement every now and then and the last time I made a more comprehensive review was in v12.0

At that time what the documentation said and what the product did was not an exact match.

One of the things was that if you tried to create a financial plan for a project which was not financially enabled you got an error and could do that.


Now on v13.3 that requirement has apparently been relaxed and financial enablement as we knew it before is not required to create a financial plan - at least you do not get and error if you open the Financial Plans tab and click add for a project that has no location or department which are no longer required fields.

The reason for bringing this up is that the financial enablement is still required for the transactions to be processed other wise they will stop at the Invalids and you financial plans will never be updated actuals from imported transactions.


So that appears to be half way. Better would be either or: Either you can do both plans and transaction for projects that are not financially enabled or you can't do either.


The documentation in v13.3 does not pass UAT


CA Clarity PPM project management user guide


Financially Enable Projects

To use detailed financial planning and process financial transactions, financially enable your project.

For more information, see the Financial Management User Guide.


CA Clarity PPM financial management user guide


How to Set Up Detailed Financial Planning

To build financial plans, the following must be set up:

An entity must exist (see page 13).

Fiscal time periods must be defined and activated at the entity level.


An investment must exist.


For more information, see the Project Management User Guide.

The investment must be financially enabled.


For more information, see the Project Management User Guide.

Not entirely true and how many times are you expected to do the loop?

As John_George  says the documentation is getting better


Financially Enable Projects

Last update August 12, 2015

You can process financial transactions for your project. Before you process financial transactions, enable your project to set up financial transaction defaults, such as specifying the project and cost matrices. The selections automatically populate transaction entries upon selecting the project. To enable a project for financial processing, set up the following items:

  • Define financial departments
  • Define financial locations
  • Associate departments to locations
  • Financially enable the projects

The loop is just in one place and whether or not enablement is required for financial plans is not stated.