“An Unexpected Error Occurred” when viewing Project

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:

  1. Re-toggle the Advanced Project Profitability feature to retrieve the standard configuration:
    1. Navigate to Setup > Company > Enable Features
    2. Click Company
      • Advanced Project Profitability: Enter Checkmark
    3. Click Save
      Note: This will automatically retrieve the standard configuration in the Project Profitability setup page
  2. Create a new configuration:
    1. Navigate to Setup > Accounting > Project Profitability
    2. Click Configurations
    3. Click New
    4. Define all settings as needed
    5. Click Finish
      Note: After saving, user will be redirected to Project Profitability Setup page
    6. P&L Default: select the created configuration
    7. Click Submit

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