Cannot Update Snapshot In Instantis EnterpriseTrack Version 16.1 (Doc ID 2181262.1)

Last updated on SEPTEMBER 09, 2016

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 16.1.0.0 to 16.1.0.0 [Release 16.1]
Instantis EnterpriseTrack - Version 16.1.0.0 to 16.1.0.0 [Release 16.1]
Information in this document applies to any platform.

Symptoms

When attempting to Edit a snapshot in version 16.1.x.x of Instantis for a project associated to an Initiative with Feature Setting "Editable Project Finance Snapshots" not enabled, this is not possible.  However, for the Initiatives where Feature Setting "Editable Project Finance Snapshots" is enabled, the ability to edit any snapshot is working.

Oracle Cloud Customer Verification:

To verify if the Feature Setting is Enabled, will require the System Configurator to look at the Feature Setting for each Initiative. For Oracle Cloud Hosted Customers enter an SR for this to be researched.

 

On-Premise Verification:

  1. Access EnterpriseTrack as System Configurator
  2. Change Mode to Reconfigure
  3. Navigate to Feature Settings
  4. Select Each individual Initiative, and Search for "Editable Project Finance Snapshots"
  5. If the box is checked this is now enabled.

 
EXPECTED BEHAVIOR
-----------------------
Ability to edit a snapshot in version 16.1.x.x as this has been possible since the creation of the Instantis Environment for the oldest Initiative.

STEPS TO REPRODUCE
-----------------------
In 16.1.x.x Environment
No ability to Edit the snapshots for the Initiatives with Feature Setting "Editable Project Finance Snapshots" NOT enabled

1. entered system as Administrative user (over riding any need for permissions)
2. navigate to projects, search for project with the feature setting NOT enabled
3. Selected Finances within the project
NOTICE change to environment:
----1. Click on "Detailed Finances" tab
----2. Drop down option, allows to select a snapshot - select the newest snapshot
----3. There is no link to "edit" the snapshot in the Category
----4. There is no option to edit a snapshot, only ability to edit is for "Current" which is the actual Finances in the system

NOTE: This does work for Initiatives with Feature Setting "Editable Project Finance Snapshots" ENABLED

 Ability to Edit the snapshots for the Initiatives with Feature Setting "Editable Project Finance Snapshots" ENABLED

1. Search on project in initiative where Feature setting is ENABLED
2. navigated to Finances.
3. Clicked on Detailed Finances Tab
4. Select a snap shot
5. Ability to edit is available through two methods
--- a. Link in Category
--- b. Drop Down options "Edit Finances for Category" and Drop Down "Edit Finances for Month"

PREVIOUS FUNCTIONALITY
-----------------------
In 15.2.x.x, 15.1.x.x and 9.0.x.x Environments

Editing the snapshots works for the Initiatives with Feature Setting "Editable Project Finance Snapshots" NOT enabled:


1. entered system as Administrative User
2. navigate to projects, search for project with the feature setting NOT enabled
3. Select Finances within the project, Click on the Snapshot tab, click on the camera icon, and select a snapshot to edit.
4. Selected a Category subtitle link, this opens the section to edit
5. upcoming months of the project show text editing boxes enter numerical data, click update
6. Review the snapshot the edits are visible.


Here is how editing the snapshots works for the Initiatives with Feature Setting "Editable Project Finance Snapshots" ENABLED:

1. entered system as Administrative User
2. navigated to projects, search for project with the feature setting NOT enabled
3. Select Finances within the project, Click on the Snapshot tab, click on the camera icon, and select a snapshot to edit.
4. TWO options to edit snapshots:
---a Use the drop down for the "Edit Finances for Category" select the Category subtitle to edit
---b Selected a Category subtitle link, this opens the section to edit
5. upcoming months of the project show text editing boxes enter numerical data, click update
6. Review the snapshot the edits are visible.

Changes

 Upgrade to version 16.1 of Instantis EnterpriseTrack

Cause

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