Idea to Project conversion: Financial Plans do not get copied over if access is provided via an OBS

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Steps to reproduce are as below:

 

1. Please make sure that there is an OBS which is associated with Projects, Ideas, and which is being used for access rights. This setup can be done by navigating to Administration -> OBS

 

2. Note that the behaviour is reproducible in both Modern and Classic

 

3. Create a user with the following access rights

a. Provide instance rights on at least one template, and one object instance

-- Instance Rights --

Idea - Manager (Auto)

Idea - View

Project - Manager (Auto)

Project - View

Project - View All Fields

-- Instance Rights --

 

b. Lets assume that OBS rights are being given to /Root0/Child0

-- OBS Rights --

Idea - Benefit Plan - Edit

Idea - Budget Plan - Approve

Idea - Budget Plan - Edit

Idea - Cost Plan - Edit

Project - Benefit Plan - Edit

Project - Budget Plan - Approve

Project - Budget Plan - Edit

Project - Cost Plan - Edit

Project - Financial Plan - Submit for Approval

-- OBS Rights -- 

 

c.

-- Global Rights --

Classic PPM - Navigate

Idea Management - Navigate

Ideas - Create from Template

Ideas - Navigate

Project - Create from Template

Project Management - Navigate

Projects - Navigate

-- Global Rights --

 

4. Create an idea from template in the Modern UX

5. Populate the Idea's OBS attribute with "/Root0/Child0"

6. Create a cost plan in this Idea. Create a Benefit Plan. Approve a Budget Plan

7. Submit the idea for approval. Approve the idea

8. Convert the idea to project:

  b. Copy Financials = Yes

  c. Copy Team = Yes

9. Choose a project template while converting. Make sure that the OBS attribute is visible in this screen. Choose "/Root0/Child0" against the OBS attribute

 

Expected Results: A project gets created successfully and that the Cost and Benefit Plans get copied over into it.

 

Actual Results: Financial Plans do not get copied over into the project.

Environment

Version: 16.1.2

Cause

DE71103

Resolution

DE71103 is fixed in version 16.2.0.