Where does "Populate from Allocations" and "Populate from Assignments" pull from on a New User Experience (UX) cost plan? What are the requirements to be able to pull data using these options?
Release: All Supported
This pulls from the investment allocation data on the project. The project must have at least one team member to allow populating from allocations.
This pulls from the task assignments on the project. The project must have at least one task assigned to allow populating from assignments.
Reference Populate Cost Plan Rows with Allocation or Assignment Data in tech docs at: Clarity: Manage Financial Plans for more details on populating from allocation or assignment data.