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

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

• 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