When converting an idea, what are the requirements for a Cost Plan to be able to be copied over to the investment?

Document ID : KB000073066
Last Modified Date : 12/03/2018
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Introduction:
When converting an idea, what are the requirements for a Cost Plan (and Benefit Plan) to be copied to the investment?
 
Environment:
CA PPM 13.3, 14.1, 14.2, 14.3
Instructions:
When converting an idea to an investment, below are the requirements for the cost plan or benefit plan to be copied over:

The cost plan must be created manually
Note: The cost plan cannot be created via 'New from Investment Team' (or later populated from the 'Populate from Investment Team' after the manual plan is created).
The cost plan must be the Plan of Record
If copying the benefit plan, it must be associated with the cost plan of record
When converting the idea, the Copy Financial Properties and Financial Plans check box must be checked
Additional Information:
Reference Docops : Converting an idea to an investment (https://docops.ca.com/ca-ppm/14-3/using/demand-management/manage-ideas#ManageIdeas-ConvertanIdeaintoanInvestment)

Reference CA PPM Communities Idea Posting: Convert Financial Plans from Ideas to Projects - when created from Investment Team (https://communities.ca.com/ideas/235713915)

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