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Resolving Dependency Conflicts

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This article applies to Planview Enterprise 11.5 and greater.

Required Features

Use Investment & Cap. Planning, Make Investment Decisions, and the modify attributes feature appropriate for the type of demand entities you want to update, which is one of the following:

  • Strategic entities: Modify Strategic Attributes.

  • Work: Modify Project Attributes.

  • Outcomes: Modify Outcome Attributes
    (Planview Enterprise 12 to 14).

  • Products: Modify Product Attributes
    (Planview Enterprise 11.5 only).

Required Global Options

  • Use Dependencies.
  • Use Investment and Capacity Planning, which is a Strategic Management option.

Prerequisites

You have read/write grants to the dependent entities.

A dependency conflict occurs when an entity's investment approval status conflicts with the investment approval status of the entity (or entities) on which it depends. The system uses investment approval status to help determine whether a dependency between investment entities is valid or has a conflict. Various investment approval status combinations can create dependency conflicts for each of the different dependency types.

Before pursuing an entity that has any dependency conflicts, resolve those conflicts in investment and capacity planning by changing the investment approval status values of entities that have those conflicts. The manner in which you resolve dependency conflicts depends on your system's configuration. In Planview Enterprise 13 and 14, you typically want to use the Count of Dependency Conflicts alert to help you resolve dependency conflicts. You cannot use that alert, however, if an administrator did not enable it in Planview Enterprise 13 and 14 or your system is configured for Planview Enterprise 12 or Planview Enterprise 11.5.

Count of Dependency Conflicts Alert Is Enabled (Planview Enterprise 13 and 14)

Resolve dependency conflicts as described in the following procedure if an administrator enabled the Count of Dependency Conflicts alert in Planview Enterprise 13 and 14.

To resolve dependency conflicts through an alert:

  1. Navigate to the Investment and Capacity Planning screen.

  2. If the ribbon appears on the screen, click the Planning Manager tile. If the ribbon does not include the tile, add it.

    Note: The Investment and Capacity Planning screen supports tiles and the ribbon only in Planview Enterprise 14.

  1. Click the Scenario list on the context bar, and then click the appropriate scenario.

  2. On the Pivot list, click Analyze.

  3. Ensure the column set you select on the screen includes the Dependencies, Dependencies State, and Investment Approval columns by adding those columns to the column set as needed.

    If there are dependencies for an entity, its Dependencies column value identifies what dependency type is defined for that entity. The number of dependencies of that type the entity has is listed in the Dependency State column. An entity's Investment Approval column value reflects the investment approval status currently selected for that entity.

  4. If the screen includes a collapsed Alerts pane, expand it by clicking the red button (for example, alert total) displayed on the screen's far right.

    If any of the entities have a dependency conflict, the Alerts pane displays the Count of Dependency Conflicts alert to indicate the total dependency conflicts that exist during the time frame in which the alert is calculated. A bell in a triangle is displayed in the Dependencies column to help you identify which entities have a dependency conflict.  Note: The Dependencies column can display  A bell in a triangle for both entities that share the same dependency conflict.

  5. Resolve dependency conflicts by taking the appropriate actions:
  • For each investment approval status value you want to change from Accept or Conditional to Analyze, select the relevant rows in the top tray and then drag them to the Remaining Target tray.

  • For each investment approval status value you want to change from Analyze, Refuse, or Resubmit to Accept, select the relevant rows in the Remaining Target tray and then drag them to the top tray.

  • For a particular investment approval status value you want to change, click the action menu next to the relevant demand entity. Then click the Accept button, the Analyze button, the Conditional button, or the Refuse button to change the status to Accept, Analyze, Conditional, or Refuse (respectively).

Tip!

Resting the cursor on a button displays text indicating which investment approval status value is set through that button.

Investments with an Accept or Conditional status are displayed in the top tray, and investments with an Analyze, Refuse, or Resubmit status are displayed in the Remaining Target tray.

Note: The Investment and Capacity Planning screen does not let you set a demand entity's investment approval status to Resubmit because that value is specified through lifecycles.

Data is updated as you make your changes.

System Not Configured for the Count of Dependency Conflicts Alert (Planview Enterprise 11.5 and Greater)

Resolve dependency conflicts as described in the following procedure if an administrator did not enable the Count of Dependency Conflicts alert in Planview Enterprise 13 and 14. Also use the following procedure to resolve dependencies in Planview Enterprise 12 or Planview Enterprise 11.5 because those releases do not support the Count of Dependency Conflicts alert.

Note: If dependencies are defined and Planview Enterprise 11.5 is configured for Investment Planning Manager, you can use it to resolve dependency conflicts as described in the Strategic Management Guide for Planview Enterprise 11.4.

To resolve dependency conflicts if your system's configuration does not support the Count of Dependency Conflicts alert:

  1. Navigate to the Investment and Capacity Planning screen.

  2. On the context bar, click the Scenario list and then click the appropriate scenario.

  3. On the Pivot list, click Analyze.

  4. Ensure the column set you select on the screen includes the Investment Approval column by adding that column to the column set as needed.

  5. Take the following actions as needed:

  • For each investment approval status value you want to change from Accept or Conditional to Analyze, select the relevant rows in the top tray and then drag them to the Remaining Target tray.

  • For each investment approval status value you want to change from Analyze, Refuse, or Resubmit to Accept, select the relevant rows in the Remaining Target tray and then drag them to the top tray.

  • For a particular investment approval status value you want to change, click the action menu next to the relevant demand entity. Then click the Accept button, the Analyze button, the Conditional button, or the Refuse button to change the status to Accept, Analyze, Conditional, or Refuse (respectively).

Tip!

Resting the cursor on a button displays text indicating which investment approval status value is set through that button.

Investments with an Accept or Conditional status are displayed in the top tray, and investments with an Analyze, Refuse, or Resubmit status are displayed in the Remaining Target tray.

Note: The Investment and Capacity Planning screen does not let you set a demand entity's investment approval status to Resubmit because that value is specified through lifecycles.

Data is updated as you make your changes.

Notes

  • The Investment Approval alternate structure supports the investment approval values that you can set when resolving dependencies.

  • Changing an investment entity's status can create a dependency conflict. Should such a conflict occur, you can choose to address the conflict at that time or at a later time.

  • Although a scenario might contain dependency conflicts, it can still be published.