Trying to create cost plan on cloning resource plans
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‎06-07-2025 12:54 PM
We imported resource plans (state=completed) and cost plans from another application; however, the issue is that they are not linked together. Now linking them is not possible. Hence, we came up with a plan to clone the resource plans and their related tabs, which will create a cost plan linked to the resource plan that we achieved. But the cost plan is not reflecting the planned cost or actual cost, which is just showing as 0, and the same is reflected in the cost plan breakdowns.
Just wanted to know if the above is the correct way? Or is there any condition on the resource plan so that the cost plan will have the costs matching with resource plan? Any help/advice is appreciated.
TIA
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‎06-07-2025 01:03 PM - edited ‎06-07-2025 02:34 PM
Try importing them using Import Sets:
Or you could simple create a fix script to copy records from the 'resource_plan' table to the 'cost_plan' table. Copy Reference field values, and whichever fields make sense.
You need to be more clear on your objective, and what you have tried. Both tables have a reference field to 'task' records can be linked with that field.