Is there a way for budget details to be copied over from an idea to a project?

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Article ID: 142550

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Updated On:

Products

STARTER PACK-CLARITY PPM Clarity PPM SaaS

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

  1. 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)
  2. XOG Information for ideas on TechDocs: XOG: Idea
  3. 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