Scenario
When Advanced Project Profitability feature is enabled, customer gets an unexpected error when viewing/editing projects and project list.
Solution
A possible reason of the unexpected error is missing configuration in the Project Profitability setup which might be deleted by a user. By default, a standard configuration is added when Advanced Project Profitability feature is enabled. To resolve the error, user can do either of the following:
- Re-toggle the Advanced Project Profitability feature to retrieve the standard configuration:
- Navigate to Setup > Company > Enable Features
- Click Company
- Advanced Project Profitability: Enter Checkmark
- Click Save
Note: This will automatically retrieve the standard configuration in the Project Profitability setup page
- Create a new configuration:
- Navigate to Setup > Accounting > Project Profitability
- Click Configurations
- Click New
- Define all settings as needed
- Click Finish
Note: After saving, user will be redirected to Project Profitability Setup page - P&L Default: select the created configuration
- Click Submit