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How was the cost plan in the idea created?  Only MANUALLY created cost plans will covert over into the NEWLY converted project.  If the cost plan was created in the idea from team allocation or Team assignment, those type of cost plans will not covert...

  • 1.  How was the cost plan in the idea created?  Only MANUALLY created cost plans will covert over into the NEWLY converted project.  If the cost plan was created in the idea from team allocation or Team assignment, those type of cost plans will not covert...

    Posted Jul 22, 2014 04:15 PM

    How was the cost plan in the idea created?  Only MANUALLY created cost plans will covert over into the NEWLY converted project.  If the cost plan was created in the idea from team allocation or Team assignment, those type of cost plans will not covert from the idea to the project.

     

    Linda Hodge

    Sr Instructor

     

    CA Technologies | 1001 Winstead Drive Suite 505 | Cary, NC 27513

    Office: 919 552 2133 | Linda.Hodge@ca.com

     

    <mailto:Linda.Hodge@ca.com>[CA]

     

    <http://www.ca.com/us/default.aspx>[Twitter]<http://twitter.com/CAInc>[LinkedIn]<http://www.linkedin.com/company/1372?goback=.cps_1244823420724_1>[Facebook]<https://www.facebook.com/CATechnologies>[YouTube]<http://www.youtube.com/user/catechnologies>[Google]<https://plus.google.com/CATechnologies>[Slideshare]<http://www.slideshare.net/cainc>

     



  • 2.  Re: How was the cost plan in the idea created?  Only MANUALLY created cost plans will covert over into the NEWLY converted project.  If the cost plan was created in the idea from team allocation or Team assignment, those type of cost plans will not covert

    Posted Jul 22, 2014 04:50 PM

    Hi Linda

     

    The same topic is discussed here -

     

    Convert Idea to Project - Financial Plans permissions

     

     

    Would be great if you can shed some light on the mentioned thread

     

    NJ



  • 3.  Re: How was the cost plan in the idea created?  Only MANUALLY created cost plans will covert over into the NEWLY converted project.  If the cost plan was created in the idea from team allocation or Team assignment, those type of cost plans will not covert

    Posted Jul 23, 2014 08:51 AM

    Agreed, I would love to know what permissions drive that plan conversion (which is discussed in that thread).  Hopefully Linda can help!