What Right is needed to Submit a Cost Plan for Approval?

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Article ID: 142455

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Updated On:

Products

STARTER PACK-CLARITY PPM Clarity PPM SaaS

Issue/Introduction

We are unable to submit a cost plan for approval.  What rights are required to submit?

Environment

Release : All supported releases

Component : CA PPM SAAS FINANCIAL MANAGEMENT

Resolution

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:

  • Global
  • OBS
  • Instance

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

Additional Information