Issue/Introduction:
Since budget plans aren't brought over from ideas to projects during the idea conversion, is there any process or other option to workaround the limitation?
Environment:
Release : All Supported Releases
Component : CA PPM SAAS FINANCIAL MANAGEMENT
Resolution:
There isn't anything available about out of the box, but here are some suggestions that can help in creating a custom process/xog
- See also: 42155 - How to copy attributes from one object to another when using the object conversion option in processes or when using the Convert buttons in Ideas or Incidents (AKA Object Mapping)
- XOG Information for ideas on TechDocs: XOG: Idea
- For copying attributes from data not available in both idea and project:
- Create a custom attribute on the investment level
- Use the custom attribute in the idea
- Then that can be copied over to the project
Additional Information:
See KB 141061 - How to search for known Clarity PPM Issues using Self Service