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Resolving Investment Dependency Conflicts

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

How Do I Resolve Investment Dependency Conflicts?

Before pursuing an entity that has any investment 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 investment dependency conflicts depends on whether an administrator enabled the Count of Investment Dependency Conflicts alert. When making investment decisions in investment and capacity planning, you can review investment dependencies to assess whether investment entities within a particular Planning portfolio have investment dependencies with other entities and check whether those investment dependencies are valid or have dependency conflicts. 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 an investment dependency between entities is valid or has a conflict. Various investment approval status combinations can create dependency conflicts for each of the different dependency types.

           

NOTE

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

           

 

           

Example of Count of Dependency Conflicts Alert

           

           

Click to expand or shrink

Example of Count of Dependency Conflicts Alert

           

           

Count of Dependency Conflicts Alert Is Enabled

Resolve investment dependency conflicts as described in the following procedure if an administrator enabled the Count of Dependency Conflicts alert.

To resolve investment dependency conflicts through an alert:

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

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

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

    If any of the entities have an 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.  is displayed in the Investment Dependencies column to help you identify which entities have an investment dependency conflict.

               

    NOTE

    The Investment Dependencies column can display   for both entities that share the same dependency conflict.

               

           

Dependency Alert Icon, Collapsed and Expanded

           

           

Click to expand or shrink

Dependency Alert Icon, Collapsed and Expanded

           

  1. Resolve investment dependency conflicts by taking the appropriate actions:

Data is updated as you make your changes.

           

           

System Not Configured for the Count of Dependency Conflicts Alert

Resolve investment dependency conflicts as described in the following procedure if an administrator did not enable the Count of Dependency Conflicts alert.

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

  1. Click the pivot list, and then click Analyze.

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

  3. Take the following actions as needed:

Data is updated as you make your changes.

           

           

Prerequisites (Why can't I resolve investment dependency conflicts?)

If you can't resolve investment dependency conflicts, contact your administrator to ensure that the following prerequisites are met.

User Role Features

The following features must be enabled on your user role.

  • 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:

Enabled Global or System Options

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

Grants

  • Read/write grants to the dependent entities