Release 14.1 Updates › Financial Management

Financial Management

This section provides Financial Management updates for CA Clarity PPM Release 14.1.

Ignore Non-Labor Resources and Roles on Auto Population

A new option provides a way manually to forecast and preserve planned units, cost, and revenue for non-labor resources. The new option, Ignore Non-Labor Resources/Roles in Cost Plan Population, is available on the System Options page.

When this option is selected, team allocation or assignment ETC from non-labor resources and roles is skipped during the autopopulation of a cost plan. For example, Populate from Investment Team. When the option is unselected, cost plan population functions as it has in previous releases. In this case, all data for an investment is included in the cost plan. The option is unselected by default.

Note: This option setting affects any autopopulation action that is run against a new or existing cost plan. Ensure that you understand whether your business needs require non-labor resources and roles for autopopulation.

To navigate to the option, open the Administration menu, and from General Settings, click System Options. The option is located in the section named Other.

Here are some facts and tips on using this enhancement:

• We recommend setting the option once and setting up a business procedure for your users to follow. Do not reset this option frequently. Changing the setting can lead to data discrepancy.
• An unplanned row from a non-labor resource is included in a cost plan because the process is actual-driven. An unplanned row is one that shows actuals but no planned units or cost. This situation occurs when actuals are posted before a planned row has been added to the cost plan either manually or through cost plan population. The application has worked this way in the past, and selecting the option does not change this behavior.
• No existing cost plan row for a non-labor resource added manually is deleted on cost plan repopulation. However, if cost plan population added a row previously, the row is deleted during cost plan repopulation. The application has worked this way in the past, and selecting the option does not change this behavior.

Best Practice: We recommend creating new cost plans to start manually forecasting non-labor resources once the option is selected. This course is more prudent than repopulating existing plans because you cannot determine how a row was originally inserted into a cost plan.

Upgrade Action: None

Length of Money Fields

The value entered in any money field (including custom money fields) is limited to 18 digits. Any value you enter after the 18th digit changes to a zero.

Upgrade Action: None

Change in the Resource Browse Field for Rate Matrix

Before this release, you could select a role or a resource as a value for the Resource field in a rate matrix. The Resource field browse incorrectly showed both resources and roles as selection options. The browse has been corrected to show only resources for the Resource field.

To add financially enabled roles to a rate matrix, use the Resource Role field.

You cannot import a role in the resource code field through the XML Open Gateway (XOG). If the XOG input XML file contains roles in the resource code field, the following error is thrown: REVMGR-20299: Role in Resource code.

Correct any matrix rows with a role in the Resource field. Incorrect matrix rows cause an error when you try to create a cost plan in an investment using roles and resources. In this case, the following error is thrown: REVMGR-20728:Rates and Costs are both missing for one or more roles/resources.

Upgrade Action: Manually update incorrect rate matrix rows.

1. To discover any roles that have been assigned to a rate matrix incorrectly, run the checkinstall script.

   The checkinstall script logs any rate matrix rows that have an incorrect role assignment in the Resource field. The following format for the error is given in the log file: Rate Matrix Name, From Date, To Date, and Role.

2. Open the rate matrix in CA Clarity PPM and manually update the Resource field with the correct resource value.