Project Workspace – no lookup icon (magnifying glass) on reference fields when creating financial re

[LucaMaksimT]

Hi everyone,

In Project Workspace, the reference fields on the creation forms for financial records don't show the magnifying glass, so I can't open the lookup list and browse all available records. Clicking the field only shows "Recent Selections"; any other record can only be found by typing.

Affected records:

- Cost Plans (e.g. Cost type field)

- Benefit Plans

- Non-Monetary Benefit Plans

When I create one of these records from the Financials tab, for example via "New cost plan" or the equivalent button for benefit plans, a side panel opens and the reference fields have no lookup icon. The same happens when I use "New" on the related lists for these records in the Details tab. Other related lists on the project, such as Requirements, behave as expected: when I create those records from Project Workspace, the reference fields show the magnifying glass. In the Classic UI, the magnifying glass is also shown correctly on the forms of the affected records.

So the issue seems to affect only the financial records in Project Workspace, rather than the fields themselves.

My assumption is that Project Workspace uses dedicated creation components for financial records (e.g. the cost plan side panel with cost distribution, unit cost, quantity etc.) instead of the standard workspace form, and that these components simply don't support the reference lookup.

Question:

Is this expected behavior of the financials panels, or is there a setting / property to enable the lookup icon? Does anyone know a workaround?

Environment: Release: Australia, Patch 5; Project Workspace version: 7.5.0

Thanks in advance!