Does anyone know if it is possible to setup GL Allocations for an Idea? We would like the ability to setup the allocations when an Idea is entered and then charge time against it and have the system determine the allocation.
My understanding is that GL Accounts are only accessible when using the Chargeback feature. Also, I don't see any means in CA PPM (13.1) where one can define chargeback/debit rules for ideas - only projects.
So, unless 14.2 delivers something new, I think you're out of luck.
However, you do have the option of converting Ideas into projects. Converting to a project will give you access to the Chargeback feature and chargeback/debit rule features. Alternatively, I've read that some CA PPM customers don't use the GL accounts in Clarity - they export their data to their ERP system. During this export process, they utilize various transaction attributes (transaction class, resource class, task type, charge code, etc.) to determine which GL account the data should be dropped into, in their ERP system.
I had similar questions - here's the link in order to follow what was said: GL Accounts in CA PPM - general questions. There is still some activity ongoing on this link, so there might be more for us to learn, yet.
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