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Cannot see project in the Post To WIP filter

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  • 1.  Cannot see project in the Post To WIP filter

    Posted 07-14-2015 05:48 PM

    My PM's cannot see projects in the Post to WIP filter section when they click on the Projects binoculars icon but I can as an administrator.  Is there a security right associated with this that I'm missing?

     

    Thanks,

    Garrett

    2015-07-14_17-43-46.png

    Select Project.png



  • 2.  Re: Cannot see project in the Post To WIP filter

    Broadcom Employee
    Posted 07-14-2015 08:10 PM

    I am able to replicate this in my machine here. Can you please ask your PM to click on APPLY without selecting any parameters and see if it shows up transactions there as ALL. Also, ask them to click Resource and see if they can find the resources there.



  • 3.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 10:53 AM

    Jerin,

     

    If they click APPLY then ALL transactions show up.  When they click on Resource, they can find the resources there. 

     

    Garrett



  • 4.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 01:36 AM

    Are the PMs' profiles financially enabled ?

     

    NJ



  • 5.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 10:54 AM

    NJ,

     

    Yes, the PM is financially enabled.



  • 6.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 12:24 PM

    Can you check the below ?


    Clarity - What is Entity-Based Security for Financial Processing?

    http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec446975.aspx

     

     

    NJ



  • 7.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 12:25 PM

    And do they have "Financial Process - Work in Process"  access right ?

     

    NJ



  • 8.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 04:17 PM

    Hi NJ,

     

    The PM's do have the "Financial Process - Work in Process" access right.

     

    I also looked at the link and it looks like we are setup correct.  We have None for the Entity-based Security.

     

    Garrett



  • 9.  Re: Cannot see project in the Post To WIP filter

    Posted 07-15-2015 11:25 PM

    Can you compare your rights against what they have for the mentioned projects ?

     

    NJ



  • 10.  Re: Cannot see project in the Post To WIP filter

    Posted 07-16-2015 10:32 AM

    NJ,

     

    I was hoping to avoid that as I have every single right.    But I started to do it and wasn't getting far so instead I created a test security group and added every "project" and "financial" global right.  That didn't work.  Then I went and added every "view" global right and that did it.  Now I just have to figure out which one of the 99 global "view" rights it is.

     

    Any thoughts?



  • 11.  Re: Cannot see project in the Post To WIP filter
    Best Answer

    Posted 07-16-2015 01:25 PM

    I tried and could limit my search to the below mentioned -

     

    Financial Maintenance - Financial Management

    Allows access to Financial Management module in Application Administration.

     

    Financial Process - Approve WIP Adjustments

    Allows user to approve any WIP adjustment.

     

    Financial Process - Transaction Entry

    Allows user to enter transactions (vouchers).

     

    Financial Process - Work in Process

    Allows access to the WIP screens and allows user to process WIP for all transactions in the WIP table.

     

    Product - View Financial Information All (check by providing this if the above already exist)

    Allows resources to view financial properties of all products.

     

     

    NJ



  • 12.  Re: Cannot see project in the Post To WIP filter

    Posted 07-16-2015 05:30 PM

    NJ,

     

    Adding the "Product - View Financial Information All" security right fixed it.  But, that doesn't make sense to me.  Why wouldn't the project right for this do it?

     

    Anyway, tomorrow I need to test if a PM can see Post to WIP for our projects in our private OBS.  I tried too add just the OBS "Product-View Financial" the PM couldn't see the projects again.

     

    Thanks for all your help NJ!

     

    Garrett



  • 13.  Re: Cannot see project in the Post To WIP filter

    Broadcom Employee
    Posted 07-16-2015 02:22 PM

    Has the Department OBS Unit changed ?

    Check out this article.

     

    Post to WIP Filter Section Project Browse missing Projects that have a different Financial Properties Location than the Financial Transaction waiting for posting

    Document ID:  TEC580897



  • 14.  Re: Cannot see project in the Post To WIP filter

    Posted 07-16-2015 05:31 PM

    Thanks for the article Kathryn.  The Financial Location did not change to the projects.

     

    Garrett



  • 15.  Re: Cannot see project in the Post To WIP filter

    Posted 10-14-2015 02:40 PM

    I came across this thread as I was not seeing a project in Project list.

     

    the issue at my end was last_updated_by was set -99 in pac_mnt_projects

     

    Regards,

    Suhas



  • 16.  Re: Cannot see project in the Post To WIP filter

    Broadcom Employee
    Posted 10-14-2015 08:22 PM

    thanks for the additional information.

    I will check and see if I should make updates to the KB.