Resource plan population on Time card for Demand & Demand Tasks

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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 :
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:
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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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.