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Convert Idea to Project - Financial Plans permissions

Question asked by pjromano on Jul 22, 2014
Latest reply on Feb 20, 2015 by Kathryn_Ellis

Besides Project - Create rights, what rights are specifically needed to convert an Idea to a Project (includling financial plans).


I have a situation where I can convert an Idea to a Project with the Cost Plan getting converted, but a colleague of mine does the same thing and the Cost Plan does not get created (but the Project does get created from the Idea without any issues).  I've compared permissons and although I have "Project - Cost Plan - Edit (All)" as a Global Right and my colleague has "Projet - Cost Plan - Edit" as an OBS right (but he he using the correct OBS when creating the project).  I just can't determine what rights I might have that he does not have that would allow him to still convert the Idea to Project, but without the cost plan getting converted. 


Anyone have any ideas?