Resource Plans not being copied when "Copy Project" is selected from the UI Actions

[miles9]

Hi all, 

I am looking for assistance to see if this is a bug or if it is a custom thing in our instance.

There is a Copy Project UI action we have and when selected it is "supposed" to copy the entire project and its relationships.  However this does not happen.

When I walk through the code/script it goes like this

UI Action=Copy Project

which directs me to the UI Page=copy_project

The ui page says "

Copies the entire selected project. If start date is left blank, the copied project's date will remain the same"

On the server side script(this is why I think it is a ServiceNow thing not our unique instance) is the following code.

From my understanding it is calling a service side API for PlannedTaskAPI which no one has visibility into

from that it calls function copyProject.  

"var projectMgmtApi = new SNC.PlannedTaskAPI();

    var copyProjectFieldOverride = new CopyProjectFieldOverride();

    sysID = projectMgmtApi.copyProject(source_task, projectStartDate, document_name,

                                        copyProjectFieldOverride.getResetFieldsForCopyProject(), copyProjectFieldOverride.getDefaultObjForCopyProject());"

I just need insight if this is a ServiceNow HI support ticket or if it is a scripting thing that we would have to fix.

Again this is for a Copy Project UI action on the Project record itself not on the resource plans or anything.

[Uncle Rob · Accepted solution]

I don't think you'd want to copy resource plans.
Resource plans are the union of 
1)  How much time do I need
2) Who can I get
3) When can I get them?

For 2 and 3 especially, the likelihood you'll get the same resource in the same quantity is very low.
That AND the resource plans will be in the past by the time you copy the project.

[miles9]

Thanks for the advice.  I agree with your comments.  It was an ask that we look into this but after looking at the code I was beginning to wonder why they don't use a template on the resource plan level.

[Uncle Rob]

You need to think of it as just copying the STRUCTURE of the project.
"This project has the exact same tasks as the last one".
That doesn't mean you get the exact same resources for the exact same amounts of time.  No project stands alone to command all resources as it wills in an enterprise.

There is always juggling, horse trading, and the cruel hand of fate involved in getting anything done at the scale of a project in an enterprise.

[ashwinipingle]

@Uncle Rob , thanks for your response as even I am looking for modifying Copy Project. Is there any documentation on how to copy custom fields when doing Copy Project ? Currently on our Xanadu instance, only the standard project field values are copied.