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What impact does "On Hold" Financial Status have for ideas?


Article ID: 142454


Updated On:


Clarity PPM SaaS Clarity PPM On Premise


My ideas financial status are indicating on hold but I’m able to create cost plans.  Will this Hold setting affect anything?


Release : 15.6



The status of On Hold prevents transactions from being able to be incorrectly submitted for ideas as per the design up through 15.7. 

These are the other financial limitations for ideas in 15.6 of Clarity as referenced in tecdocs at Financial Limitations for Ideas

  • The actuals in the financial plans, manual transactions, and the chargebacks are not financially enabled.
  • Actuals using transactions are not possible.
  • Only a manually created cost plan (plan of record) can be converted to a target investment. A cost plan that you create using the methods Populated from Investment Team or Task Assignment is not converted.
  • A budget plan cannot be converted to a target investment.
  • A workflow system action is not available to convert an idea financial plan to a target investment. An idea financial plan can only be converted through the user interface.

Additional Information

See KB: 38038 for more details on the On Hold Status limitation from 14.3 through 15.7

See KB: 141061 - How to search for known Clarity PPM Issues using Self Service