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What Right is needed to Submit a Cost Plan for Approval?
Article ID: 142455
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
- Steps to grant at instance:
Additional Information
- See KB: 132391 - Cost Plan "Submit for Approval" option missing from New UI without Budget Plan Edit rights (defect fixed in 15.6.1 and higher)
- Access Reference Documentation:
- Demand Management Access Rights - For access right information for Ideas and Incidents
- Project and Portfolio Management Access Rights - Project and portfolio access right home page
- See KB: 141061 - How to search for known Clarity PPM Issues using Self Service
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