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Security Rights to Copy Financial Properties and Financial Plans

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  • 1.  Security Rights to Copy Financial Properties and Financial Plans

    Posted 02-26-2015 10:36 AM

    When manually converting an idea to a project, you get to window to select what Investment Type to convert the idea into.  At the bottom of the selected list is a checkbox for "Copy Financial Properties and Financial Plans".  What security right is needed to be able to have this checkbox on your view?  As an admin I have all rights, but I cannot figure out what right is needed for this for other security groups I'm building.  I've tried just about all the Idea financial security rights that I can think of.  I am using v13.3.

     

    Thanks,

    Garrett

     

    Copy_Fin_prop.jpg



  • 2.  Re: Security Rights to Copy Financial Properties and Financial Plans
    Best Answer

    Posted 02-26-2015 10:52 AM


    Create access to another investment. Check this -

     

     

    Clarity: When converting idea to project, Copy Financial Properties and Financial Plans check box is missing

    Document ID:  TEC613903
    Last Modified Date:  7/23/2014
      Hide Technical Document Details

    • Products
      • CA PPM
      • CA Governance, Risk & Compliance Manager
    • Releases
      • CA PPM:Release:13.0
      • CA PPM:Release:13.0 On Demand
      • CA PPM:Release:13.0 On Premise
      • CA PPM:Release:13.0.1
      • CA PPM:Release:13.0.1 On Demand
      • CA PPM:Release:13.0.1 On Premise
      • CA PPM:Release:13.1
      • CA PPM:Release:13.1 On Demand
      • CA PPM:Release:13.1 On Premise
      • CA PPM:Release:13.2
      • CA PPM:Release:13.2 On Demand
      • CA PPM:Release:13.2 On Premise
      • CA PPM:Release:13.3 On Demand
      • CA PPM:Release:13.3 On Premise
      • CA PPM:Release:13.3
    • Components
      • CLARITY HOSTED APPLICATION ADMIN, STUDIO, XOG & PROCESSES
      • CLARITY HOSTED FINANCIALS, TIME & DATA MANAGEMENT
      • CLARITY ON DEMAND APPLICATION ADMIN, STUDIO, XOG & PROCESSES
      • CLARITY ON DEMAND INVSTMNTS, PRJCTS, RESOURCES & NPIO MGMT
      • CLARITY ON DEMAND FINANCIALS, TIME & DATA MANAGEMENT
      • CLARITY PPM APPLICATION ADMIN, STUDIO, XOG & PROCESSES
      • CLARITY PPM INVSTMNTS, PRJCTS, RESOURCES & NPIO MANAGEMENT
      • CLARITY PPM FINANCIALS, TIME & DATA MANAGEMENT

     

       Description: 

    When converting an Idea to a Project, the Copy Financial Properties and Financial Plans check box is missing.

    Steps to Reproduce:

    1. Grant a user appropriate project and idea rights.

    2. Login as the user. 
    3. Create a new idea.
    4. Submit the idea for approval. 
    5. Approve the Idea.
    6. Once the idea is approved, click the 'Convert' button.

    Expected results: You should see the Copy Financial Properties and Financial Plans Check Box on the Select Investment Type page.

    Actual results: You cannot see the Copy Financial Properties and Financial Plans Check Box.

    Solution:

    This is caused by CLRT-74705 in Clarity when a user doesn't have Create access to another investment type aside from Idea and Project.

    Workaround: Grant the user "Create" access to another investment type aside from Idea and Project, IE Asset - Create

     

     

    NJ



  • 3.  Re: Security Rights to Copy Financial Properties and Financial Plans

    Posted 02-26-2015 11:23 AM

    Thank you.  That fixed it!!

     

    Garrett



  • 4.  Re: Security Rights to Copy Financial Properties and Financial Plans

    Posted 02-26-2015 11:28 AM

    You're welcome

     

    NJ