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Planview Customer Success Center

Closed period data not saving

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Symptoms

When trying to define a closed period, the closed period screen opens and there is already a new line with the current date. The user changes the date and edits the rest of the closed period data and saves.

Changepoint then answers that the closed period information has been saved, but when refreshing the screen, it is gone.

Reason

The first line in the closed periods screen, that Changepoint adds automatically when the screen is opened and there aren't yet any closed periods, is not saved into the database.

This is a known issue and will be fixed in a future release.

Resolution

For the first closed period ever to be set up in Changepoint, right-click on the auto-added line and select delete. Then right-click again and insert a new line manually. This new line will be saved correctly.