Change defaults values for Financial Properties and Financial Plans & Copy Team
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Change defaults values for Financial Properties and Financial Plans & Copy Team

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Article ID: 249035

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Updated On:

Products

Clarity PPM On Premise

Issue/Introduction

when you convert an Idea to a Project, the  "Copy Financial Properties and Financial Plans" box is checked by default. Is there a way to set the default to unchecked?

Environment

Release : 16.0.3

Component :CLARITY

Resolution

Copy Financial Properties and Financial Plans" box is checked by default OOTB and cannot be modified in studio.

Workaround: "Custom Process" there is two added fields in the System Action

Object: idea thisidea

Action: Convert Idea to Project

*Copy Team

* Copy Financials Properties and Financial Plans.

The above two options allow you to check/uncheck the fields.