Demand Management

This release includes financially enabled ideas. The changes include:

The ability to create cost plans, benefit plans, and budget plans for an idea.
A Financial Plans tab for any idea that you open in CA Clarity PPM. This tab provides access to cost plans, benefit plans, and budget plans for the idea.
New access rights for the following Idea pages: Financial (subpage), Cost Plan, Benefit Plan, and Budget Plan.
A new check box named Copy Financial Plan and Properties on the conversion page for an idea. The conversion page lets you convert an idea into an investment. The check box lets you copy the financial data from an idea to a target investment.
New views for the Idea Cost Plan object which make the Actual attributes unavailable to add to the view.
New views added for the Idea Benefit Plan Detail object which make the Actual attributes unavailable to add to the view.
The configuration of workflow processes on idea cost plans.

The following limitations exist for a financial plan on an idea:

Actuals using transactions are not possible.
Only a manually created cost plan (plan of record) can be converted to a target investment. A cost plan that you create using the methods Populated from Investment Team or Task Assignment is not converted.
A budget plan will not be converted to a target investment.
A workflow system action is not available to convert an idea financial plan to a target investment. An idea financial plan can only be converted through the user interface.

Upgrade Action: None