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Investment Profile assigned on WBS Element

Former Member
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Dear Experts,

How can we attach an investment profile to a WBS element already released?

Helpful answer will be rewarded.

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
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Yes, do it in CJ20N. Open the project, click on respective WBS, goto Control tab of WBS, enter investment profile there.

Regards

Former Member
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But if we do this, we are encountering an error in settlement which states "asset is incomplete". How can we correct this?

Thank you for the reply.

nitin_patoliya
Active Contributor
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In CJ20n

open your project >click on the WBs for which you are getting error> Eidt menu --> WBS Element > Investment Program>Create Completed asset.

Regards

Nitin

Former Member
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Check asset class maintained in the investment profile. GL account should be maintained for asset class, check with FI consultant.

Sudhir

Former Member
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Hi Nitin,

May I ask if before doing this, should we maintain the Investment Profile on the WBS element first?

Thank you.

nitin_patoliya
Active Contributor
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Ideally, IM profile is mainted in project before you REL ( Relased ) it. Because with REL of WBS it will create AUC in IM against that WBS.....

I feel that if your asset is not complete and you tried to maintain IM profile sys will give me some sort of warning / error message. Just check.....

Regards

Nitin

venkatesh_kulkarni1
Active Participant
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Hi, I think its completely depend on your Investment profile settings

OITA - if maintain manage AUC then only system creats AUC .. otherwise you can createAUC as per your requirement.... syst. will not create.....

venkatesh