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Former Member
Jul 29, 2011 at 05:11 PM

PPMv4.5 Bucket Financial Planning View issue


Greetings . . .

I am having some issues with Financial Planning Views.

We have an installation that has been in production for ~1year. All financial planning vews were operating correctly. We are now expanding PPM to include multiple portfolios and the business cllents have determined they 1) want all portfolios to have the same financial views, and 2) the original installation portfolio views need to change to match the new standard.

In our development environment we have made those changes and transported to the test client. The development client works as designed.

We are having a problem in the test client. In the new portfolio all the financial planning views operate as designed. In the original portfolio we are having issues.

The item level financial planning views work perfectly. When selecting the Financial Views radio button, the Groups are all correctly displayed. Drilling down to the categories - they show correctly (two Categories: CAPITAL and EXPENSE). The bucket level views are not working correctly.

If I drill into either CAPITAL or EXPENSE, The Bucket financial views show a message which states: Table is Empty.

Following transport of the configuration from the dev client to the test client I cleared cache, then ran /RPM/PLAN_INT_PREP.

Any insight or suggestions would be appreciated

Thanks in advance