Clarity PPM1

Expand all | Collapse all

Action Details - Submit Plan of Record for Approval

  • 1.  Action Details - Submit Plan of Record for Approval

    Posted 29 days ago
    Hello Everyone,

    I need to make changes to the action item "Submit Plan of Record for Approval". The change is that I have the custom attribute created for the "Approval", if any of the approver approves listed in the field, it should go and create the Budget Plan. I have no clue where this screen is coming from. Any idea ?




  • 2.  RE: Action Details - Submit Plan of Record for Approval

    Posted 28 days ago
    ​It's in the Cost Plan Edit View properties.  There's a subpage called "Submit Cost Plan to Budget." This is the view that displays when you use the "Submit Plan of Record For Approval" action.





  • 3.  RE: Action Details - Submit Plan of Record for Approval

    Posted 25 days ago
    Hi Jason,

    Thank you for the details. I am still unable to find the "Submit for Approval" where it is associated "Submit Cost Plan to Budget" sub page so that I can call out the custom process. 


  • 4.  RE: Action Details - Submit Plan of Record for Approval

    Posted 21 days ago
    Any thoughts ?