Resource Computation Enabled Field Not Accurately Reflected from Financial Template a Project Is Created in Instantis EnterpriseTrack (Doc ID 2272292.1)

Last updated on SEPTEMBER 20, 2017

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 16.1.4.0 and later
Instantis EnterpriseTrack - Version 16.1.4.0 and later
Information in this document applies to any platform.

Symptoms

 ACTUAL BEHAVIOR  
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After promoting a Project Request (Proposal) that had a Finance Template with Resource Computation Enabled set to "No" to a Project the Resource Computation Enabled field is now set to "Yes"

EXPECTED BEHAVIOR
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The Resource Computation Enabled field does not change during the promotion and accurately reflects the settings given within the Finance Template selected for the Project Request (Proposal)/Project

STEPS
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The issue can be reproduced at will with the following steps:

  1. Log into Instantis EnterpriseTrack as a user with permissions to create and promote a Project Request (Proposal)
  2. Navigate to the Project Request (Proposal) page
  3. Click the Create button
  4. Fill in all information Required for the Project Request (Proposal) to be saved and promoted. This includes all Orange and Red highlighted fields
    1. Finance Template - Select the Finance Template with the Resource Computation Enabled set to "No"
  5. Click the Save button
  6. Click the Workflow drop-down menu and select the "Team Signoffs" option
  7. Click the check box next to any and all "Request Signoff"
    1. Click the Save button
  8. Approve the Signoffs
  9. Click the Workflow drop-down menu and select the "Approve & Lock" option
  10. Click the Workflow drop-down menu and select the "Accept Project Request & Create Project" option
  11. Fill in the required dates
    1. Click the Accept Project Request & Create Project button
  12. Locate and select the newly created Project within the Project Listing page
  13. Navigate to the Project Finances page
    1. Navigate to the Settings tab
  14. The Resource Computation Enabled field is set to "Yes"
    1. This field is set to "No" within the selected Finance Template

Cause

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