Users need access right:
- Financial Plan - Submit for Approval for the object the cost plan is associated with
- (Example: Project - Financial Plan - Submit for Approval)
1. Access can be granted at all levels:
2. Access is granted on an object by object basis (Idea, product, project, etc)
- Global level access examples:
- Idea - Financial Plan - Submit All for Approval (for ideas)
- Project - Financial Plan - Submit All for Approval (for projects)
- Instance level rights (to limit submitting for only specific ideas, projects, etc)
- Steps to grant at instance:
- From the instance level access section for a resource, click Add
- Select the object, (IE Idea)
- Check the check box for the following access right:
- Idea - Financial Plan - Submit for Approval
- Select all the ideas you want the user to have this access to and click Add