When converting an idea to a project, even if the "Copy Financial Properties and Financial Plans" option is unchecked, the financial summary gets transferred to the project

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Article ID: 4987

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Updated On:

Products

CLARITY PPM FOR ITG CLARITY PPM FEDERAL Clarity PPM SaaS - Application Clarity PPM On Premise

Issue/Introduction

When converting an idea to a project, even if the "Copy Financial Properties and Financial Plans" option is unchecked, the financial summary gets transferred to the project

Steps to reproduce:

1. Create an idea and financially enable it
2. Create a cost plan
3. The Idea Financial Summary is populated based on the cost plan data
4. Approve the idea
5. Click on Convert
6. Select project as a target investment
7. Make sure the "Copy Financial Properties and Financial Plans" option is unchecked
8. Convert the idea to project
9. Edit the project created from the conversion
10. Go to Financial plans
11. the cost plan has not been copied over. This is fine
12. Go to the Project Properties > Financial Summary subpage

Expected Result: The Financial Summary section is not populated

Actual Result: The Financial Summary section is populated with the Financial summary details of the idea

 

Cause

This is caused by CLRT-81675

Environment

Release: 451-101-15.1-Clarity-Creator User License
Component:

Resolution

This is currently being analysed by Sustaining Engineering