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Planview Customer Success Center

Not able to select a product in project budget while it is available at engagement level

Symptoms

A product that is available in the engagement is not appearing when using "Copy product from engagement" dialog, when editing a project budget.


Reason 

Product was already used in another project under the same engagement.

Resolution

If the product is removed from the other budget or if the other budget is deleted, then the product will be available for selection in the new budget.