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Resource plan population on Time card for Demand & Demand Tasks

Knight Rider
Mega Guru

‎11-29-2024 05:13 PM

Greetings All,

 

Consider a scenario, where a  project record has a 2 project task and a resource plan associated to it.

When a Time card is submitted against a  project task, the resource plan defined on the parent project will get automatically added on the time card. Refer to snippet :

KnightRider_0-1732928383761.png

 

 

Similarly we have a Demand record and 2 demand tasks, A resource plan is defined on the Demand record.
When a time card is submitted against Demand task record, the Resource plan is NOT Automatically populated on Time card.  Refer to snippet below:

KnightRider_1-1732929052861.png

 

 

I've gone through all the OOB script includes (Resource Actuals)  to Business rule - Populate resource plan, But trying to understand How to get this working as project - project task


Thanks in Advance!!

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Runjay Patel
Giga Sage

‎11-30-2024 02:04 AM

Hi @Knight Rider ,

 

you will not get it oob , you need to write logic to populate it.

follow below to achieve this.

  • create Onchange client script on Task .
  • Create one script include to get the resource plan.
  • create Onchange client script to call the script include and pass sysid.
  • using this sysid get the demand and then get the resource plan and return the same to client script.
  • in client script set that resource plan.

 

Accept the solution if it helped.

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