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.
Create access to another investment. Check this -
Document ID: TEC613903 Last Modified Date: 7/23/2014 Hide Technical Document Details
When converting an Idea to a Project, the Copy Financial Properties and Financial Plans check box is missing.
Steps to Reproduce:
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.
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
Thank you. That fixed it!!