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Entity change

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  • 1.  Entity change

    Posted 02-26-2020 08:13 PM
    Edited by Uruj Pruthi 02-26-2020 09:49 PM
    Hi All,

    What are the different ways to change existing projects tagged to another entity to new entity along with allocations and transactions (and ofcourse resource assignments).

    Need some different approach thoughts from the thinking minds :)

    regards
    Uruj


  • 2.  RE: Entity change

    Posted 02-27-2020 11:01 AM
    Are you looking at renaming an existing entity, or creating an entire new entity, and want to move things?

    NJ

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    Regards
    NJ
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  • 3.  RE: Entity change

    Posted 02-27-2020 11:03 AM
    Also, keep in mind that only one entity can be linked in Datamart Settings, and I think that becomes fixed forever - better to check with support :)

    https://community.broadcom.com/enterprisesoftware/communities/community-home/digestviewer/viewthread?MessageKey=e581faa6-d8d2-48f0-b55f-a4a30d3d6f9e&CommunityKey=7f0cbca3-5f93-4d44-a369-1a8ce98f5578&tab=digestviewer#bme581faa6-d8d2-48f0-b55f-a4a30d3d6f9e

    https://community.broadcom.com/enterprisesoftware/communities/community-home/digestviewer/viewthread?MessageKey=0643cb8d-a32a-4842-8aec-5054158776be&CommunityKey=7f0cbca3-5f93-4d44-a369-1a8ce98f5578&tab=digestviewer#bm0643cb8d-a32a-4842-8aec-5054158776be

    NJ

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    Regards
    NJ
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  • 4.  RE: Entity change

    Posted 03-01-2020 07:29 PM
    Yes NJ. New entity to be created (with another currency) and moving existing projects and resources to that new one. Thanks, for your inputs


  • 5.  RE: Entity change
    Best Answer

    Posted 02-27-2020 12:58 PM
    Once you have created transactions that go through to Financials and Chargebacks, there are too many referential links to simply change them to a new Entity. The application does not have a method that is simple and easy.  There are no ways you can do this.
    The best solution is to close the project and create a new project with the remaining work.


  • 6.  RE: Entity change

    Posted 03-01-2020 07:29 PM
    Thanks Kathryn. I am thinking the same. Appreciate your response on this.