Is the Investment Class attribute available on Ideas?

Document ID : KB000012988
Last Modified Date : 14/02/2018
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Question:

Is the Investment Class attribute available on Ideas? We are looking to map the Investment Class attribute found on Projects to Ideas, is this possible?

Environment:
Applies to all supported PAS environments for specified releases.
Answer:

The Investment Class attribute is not yet available for Ideas out of the box. It is a financial attribute and Ideas do not fully support financial processing.

Financial Fields that are copied over when converting an idea to a project are included below (The below applies if you check Copy Financial Properties and Financial Plans in the conversion process)

  •  All the cost plans for the idea (created manually or auto-populated, plan-of-record or not)
  • Any linked benefit plan

Workaround: To work around this behavior when converting an idea to a project, see TEC1998952

To request a change in the behavior we encourage you to submit an idea on the CA Communities site.

Additional Information:

Reference Manage Ideas for more information on Ideas including conversion.

Reference TEC1998952 for details on how to copy attributes from one object to another when using the object conversion option in processes or when using the Convert buttons in Ideas or Incidents (AKA Object Mapping).