Cost Plans Not Getting Copied Over from Template when Converting an Idea

Document ID : KB000109384
Last Modified Date : 03/08/2018
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Issue:
When converting an idea into a project, the cost plans associated with our project template are not appearing on the new project.
Resolution:
If the Idea does not have any cost plans and the 'Copy Financial Properties and Financial Plans' options is selected when doing the conversion, the new project will not have any cost plans either. With this option selected, the project will have no cost plans, same as the idea, regardless if the idea was converted to a Project or Project from Template. To get the template project cost plans copied over to the new project, the 'Copy Financial Properties and Financial Plans' option would need to be unchecked when doing the conversion.