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:
- Grant a user appropriate project and idea rights
- Login as the user
- Create a new idea
- Submit the idea for approval
- Approve the Idea
- 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.
Applies to all supported PAS environments for specified releases.
Caused by CLRT-74705
Resolved in CA PPM 14.2
Grant the user "Create" access to another investment type aside from Idea and Project, for example: Asset - Create