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Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

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  • 1.  Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-06-2015 04:24 PM

    Project is created from template. This error appears during save.

    Did anybody meet this error?

     

    Thank you in advance

     

    Vit



  • 2.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-07-2015 01:44 AM

    Working as designed -

     

    Rules for Copying Financial Plans from Project Templates

    The following rules apply when you copy financial plans from a template to a new or existing project:

    The entity associated with the template requires matching the entity associated with the new project. If not, the plans are not copied over.

    ■ The ID for a financial plan in the template not to match with the ID for a financial plan in the new project. Otherwise, the financial plan from the template is copied over to the new project and the plan ID is suffixed.

    ■ If the project to which you are copying (the target) and the template both have a cost plan of record (POR), then the target project retains its POR. The POR from the template is copied to the target project as a cost plan that is not the POR. The start and end periods for this cost plan are based on the start and end dates of the target project.

    ■ Active processes cannot run on the template. Otherwise, the financial plan does not copy.

    ■ The template cannot include submitted, approved, or rejected budget plans. Otherwise, the plans do not copy.

     

    NJ



  • 3.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-07-2015 04:26 AM

    Thank you for answer Joshi but I dont know why I have blank Department and location in newly created project from template.



  • 4.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-07-2015 04:30 AM

    Can you put the dept and location obs on template and then try to copy from the template ?

     

    Have you checked the app-ca.log for the error shown ?

     

    NJ



  • 5.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-08-2015 11:12 AM

    copy from template cost plan? you mean try it in process?

     

    in app-ca.log there is nothing for this error message in the time our try.



  • 6.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-08-2015 11:17 AM

    I mean, in the template. you have the dept and location obs ?

     

    If you can fill the dept and location obs, save the template and then try to create the project using that template ?

     

    NJ



  • 7.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.

    Posted 04-08-2015 11:41 AM

    on the template its set properly both Location and Department

     

    we did now another test

    We try to put department and location attribute on create page

     

    there was correct value but after save those two attributes are blank

     

    We are on 13.2.0.472 06 14



  • 8.  Re: Cost plans were not copied because the entity on the source investment is different from the entity on the target investment.
    Best Answer

    Posted 04-09-2015 05:50 AM

    When we put location or department on Create page it didnt work. When we put there on create page both together now its working properly.

    Result:

    In our case we must have Department and Location on Project Create page when creating project from template.

     

    Thank you for collaboration

     

    Vit