Error Message when converting a demand to a project

Brigid33770
Tera Contributor

We are excited to implementing strategic portfolio management. 

Wondering if anyone knows why a pop-up error message occurs when converting a demand to a project. The error message reads "An investment for this project already exists. You cannot create a duplicate investment for a project." 

I am at a loss for what we are duplicating. Where would I find the "investment" we are duplicating? We have not started configuration on the Investment Portal yet. It's probably really simple, I just can't find it. 

 

Thanks in advance for taking a look!

Brigid

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Shivalika
Mega Sage

Hello @Brigid33770 

 

Please confirm if you checked my answer. Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for my efforts and also it can move from unsolved bucket to solved bucket. 

 

Regards, 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeE

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11 REPLIES 11

Renju James Bab
Tera Contributor

Hi Brigid,

            We came across the same issue, and the issue is fixed in the latest financial core (5.0.1) plugin version. The Error is noted in the Release Notes of the 5.0.1 version. I am attaching the snippet for your reference.Hope this helps to fix the issue if its not already fixed.

 

Renju James Bab
Tera Contributor

Hi @Gaspar Fiks - This issue should be fixed with the latest version of Project Workspace i.e. 6.1.0 .I have seen this issue in my PDI in the previous version, and updating it to the latest version helped to fix the issue. If you are already in the latest version, please try repairing the version and that should fix the issue.The new version allows you to import the Status Report from the classic Project Workspace.

 

Please mark this answer as helpful if the issue is fixed.