Some Expense lines are not being transferred from Demand to Project when creating project from deman

[Cindy Sim]

After creating Demand, I entered the cost plans and created expense lines in demand. But regardless of the number of expense lines I created in Demand, only one Expense lines is being transferred to to Project when creating project from demand. How do I get rest of the expense lines? 

[Bert_c1]

Hi Cindy,

It seems a Business rule can be used to create fm_expense_line records that relate to the project. A way to determine those associated with the dmn_demand record from which the project is created is needed to create the same for the pm_project record. But then I don't know how to create a project from a dmn_demand record, some Application logic, that I dont' know, is preventing me associating a dmn_demand with a pm_project record.

May others here that know the feature logic can comment.

[Cindy Sim]

Creating Project from Demand:

1. Navigate to Demand > Demands > Create New.
2. Enter a unique Name for the demand.
3. Select a Category.
4. Select a Type.
5. If desired, select a Portfolio.
6. Create cost plans and expense lines on the cost plans 
7. Click Submit to save the record.
   
   The related link appears as:

   • Create Project

   When I open the created project . It reflects the cost plan I added in demand and only one Expense lines

[Bert_c1]

Hi Cindy,

thank you, there is a UI Action named "Create Project" defined on the dmn_demand table. It calls a script include named "AjaxCreateRelatedEntityFromDemand" that uses a script include named "DemandToProjectCreationHelper" that can be modified for your needs. I don't have time write now to review the needed changes. I may look into that to later understand what is going on. A quick review of both does not show anything obvious.

[Bert_c1 · Accepted solution]

Hi @Cindy Sim 

based on what I've found responsible for the OOB behavior, you should create a Support Case with info from here. Why only is one fm_expense_line record created from the Demand related to the Project when it is created from the Demand and the Demand has multiple Expense Lines?

You are able to reproduce.