When converting idea to project, Copy Financial Properties and Financial Plans check box is missing

Document ID : KB000018138
Last Modified Date : 14/02/2018
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Problem:

When converting an Idea to a Project, the Copy Financial Properties and Financial Plans check box is missing if the user doesn't have 'Create' right to other investment types besides Project and Idea.

Steps to Reproduce:

  1. Grant a user appropriate project and idea rights 
  2. Login as the user 
  3. Create a new idea 
  4. Submit the idea for approval 
  5. Approve the Idea 
  6. Once the idea is approved, click the 'Convert' button 
Expected results: You should see the Copy Financial Properties and Financial Plans Check Box on the Select Investment Type page.
Actual results: You cannot see the Copy Financial Properties and Financial Plans Check Box. 

Environment:

Applies to all supported PAS environments for specified releases.

Cause:

Caused by CLRT-74705

Solution:

Resolved in CA PPM 14.2

Workaround: 

Grant the user "Create" access to another investment type aside from Idea and Project, for example: Asset - Create