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Support Article

Cannot add new Close Plan on an existing opportunity



Unable to add a new Close Plan on an existing Opportunity. On clicking the Add Close button in the Close Plans tab, no action occurs.

Error Messages

Not Applicable

Steps to Reproduce

  1. Launch the Sales Manager portal.
  2. Click Opportunities.
  3. Open any existing Opportunity.
  4. Navigate to the Close Plans tab.
  5. Click the Add Close button.

Root Cause

A defect or configuration issue in the operating environment.

The PegaCRM-Work-ClosePlan class was missing in the child case types in the pyDefault case type rule.


Perform the following local-change:

Add the PegaCRM-Work-ClosePlan class in the pyDefault case type rule in child case types.

Published August 19, 2019 - Updated December 2, 2021

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