Clarity

  • Private Community

  • 1.  Enable Idea Financial Plans Tab

    Posted Apr 30, 2018 05:37 PM

    I do not see the Financial Plans tab in Ideas.  What is the trigger for activating this feature in version 14.3?



  • 2.  Re: Enable Idea Financial Plans Tab
    Best Answer

    Posted Apr 30, 2018 07:51 PM

    Hi 

     

    In order to have the Financial Plans tab visible, you need to have at least one of the following access rights:

     

    Idea - Benefit Plan - View All

    Idea - Budget Plan - View All

    Idea - Cost Plan - View All

     

    Please check with your admin and have these added for yourself. 

     

    Thanks

    Shailey