1) Have an environment financially enabled
2) Go to Cost Plan Object / Views
3) Click at 'Restore Default' and then 'Publish'
4) Create a Project and add a team member / task and assign task to that role
5) Click at 'Financial Plans'
6) Check at right corner 'Actions' option will displays both out of the box actions ('New from Investment Team' and 'New from Task Assignment')
7) Go to Administration / Processes and create a new one associating to Cost Plan Object (start to finish)
8) Validate and activate the process
9) Go to Administration / Objects and filter by 'Cost Plan'
10) Click at 'Actions' Tab and create a new action
10.1 - Action Name: Test
10.2 - Action ID: test
10.3 - Type: Process
10.4 - Select Process: << assign our process created in step #7 >>
10.5 - Alert Users: checked
11) Click at 'Views' tab under Cost Plan object
12) In the 'Cost Plan List' row click at '[Actions Menu]'
13) Click at 'General' link
14) From 'Available actions' column move to the right our action created in step #10 and save and return
15) Go again to the Project / Financial Plans tab and check 'Actions', you only will see custom action, out of the box are dropped