How to Manage Ideas › Copying Financial Information

Copying Financial Information

When you convert an idea into an investment, the Copy Financial Properties and Financial Plans option appears on the Select Investment Type page. When you select this option, the product copies the following items to the target investment:

• The manually created cost plan (plan of record)
• A benefit plan (if you associated one with your cost plan)

Whether you select or clear this option, the following items are never copied:

• Cost plans that were created through the object actions
• Cost plans that are not designated as the plan of record
• Benefit plans that are not associated with the plan of record
• Budget plans
• Team information

The following examples explain what is copied from the idea to the investment when you select or clear the Copy Financial Properties and Financial Plans option. In the examples, the Department OBS for the original idea is DEPT1 of entity ENTITY1.

Example 1: Associate both the idea and the investment with the same OBS.

Selected

All the financial attributes, Department OBS, and the financial plans are copied from the idea to the target investment. The Simple Budget page on the target investment becomes read-only.

Cleared

The Department OBS attribute on the Idea Properties page and only the Department attribute on the financial subpage are copied to the target investment. However, the financial plans are not copied. The Simple Budget page on the target investment can be edited.

Example 2: Associate both the idea and the investment with the same parent OBS.

In this example, we associate the idea with one unit (DEPT1) of that OBS. We associate the Department OBS field on the target investment create page with another unit (DEPT2) of the same OBS.

Selected

All the attributes on the financial subpage and the financial plans from the idea are copied to the target investment. The Department OBS of the target investment changes to the new value (DEPT2) that you assigned after conversion. The Department field on the Financial Properties subpage displays the new value. The Simple Budget page on the target investment becomes read-only.

Cleared

The financial plans are not copied to the target investment. However, the Department OBS and the Department field on the financial subpage change to the new value (DEPT2). You can edit the Simple Budget page on the target investment.

Example 3: Associate the idea and the investment with more than one OBS of different entities.

Selected

The financial plans from the idea are not copied to the target investment. The Department OBS and the Department field on the financial subpage change to DEPT3. The Location field is blank. All the other attributes of the financial subpage are copied to the target investment as is, except Department. You can edit the Simple Budget page on the target investment.

Cleared

The financial plans and the financial subpage attributes are not copied to the target investment. However, the Department OBS and the Department field on the financial subpage change to DEPT3. You can edit the Simple Budget page on the target investment.

Example 4: Associate the idea with an OBS and the investment with another OBS.

Selected

All the financial attributes including the Department OBS and the financial plans (only the cost plan POR and the benefit plan that is linked to it) are copied to the target investment. The Department OBS field on the target investment is blank after saving as the target investment object. The Simple Budget page on the target investment becomes read-only.

Cleared

The Department OBS attribute on the Idea Properties page and the Department attribute on the financial subpage are copied to the target investment. However, the financial plans are not copied. The Department OBS field on the target investment is blank after saving. The Simple Budget page on the target investment can be edited.