How to get Planned Cost on Resource Plan, Cost Plan and Project Financials to match up?

[rdskn023ET]

Hi,

We have a different request we are looking to accomplish with the Total Planned Cost  values on the Resource Plan, Cost Plan and the Project Financials. Currently, if you create a resource plan with a Planned Cost for $100 and that resource plan gets over allocated to $150, the Total Planned Cost on the Cost Plan and the Project Financials will display $150. We are looking to have the Planned Cost fields all display the initial planned cost value of $100, as we want to use the planned values from the resource plan as our base for the project manager. Obviously, it will be their responsibility to handle any allocation that is over the planned cost and we are aware of that. I know the code will most likely be located in the ResoucePlan and CostPlan items, which I have been playing around with. Has anyone made a change to something like this or can offer any suggestions on what code would need to be added, removed or modified to accomplish this? Thanks!

[Community Alums]

Hello @rdskn023ET ,

I assume you want to modify the PPM application in ServiceNow.

If I understand correctly you want to keep the Total planned cost to the initial planned value. And do not modify it even if the capex or opex cost changes later.

To achieve this, you can deactivate the business rule: Update Total Planned Cost.
The purpose of this BR is to calculate the total cost by summing up the capex and opex costs, ensuring they are in the same currency. The resulting cost is assigned to the "cost" field of the "current" object, with the currency code appended.

If this helped you in any way, please hit the like button/mark it helpful. So it will help others to get the correct solution.

regards,

Prasad

[Patrick Laroch1]

I would not recommend customizing the OOTB financials. You should try to use the baselines to take snapshots in time and see what changes in time.

[rdskn023ET]

Thanks for your responses. 

Prasad, what I am looking to do is for the Total Planned Cost field on the Resource Plan and the Cost Plan, as well as the Financials tab to remain constant so that the project manager can look to see what the beginning TPC was throughout the project. What happens is when we allocate a cost plan for more hours than the resource plan had requested, the Total Planned Cost remains the same in the resource plan but will change in the Cost Plan and on the Financials tab. What they would like to see here is that if you create your resource plans with a Total Planned Cost of $10000, they want that value to be placed in the Total Planned Cost fields in the cost plans, not the new actual value after it is confirmed. I tried deactivating the business rule but it still modified the cost plan and financial tab TPC fields to the new value. 

Patrick, I totally understand not changing the financials from OOTB, as that could really mess things up. I was hoping there were be an easy way to simply reflect the Total Planned Cost field value from the resource plan over to the cost plan and financial plan field, just as a view. As mentioned earlier, what they want is just have the Total Planned Cost be just that, the initial Total Planned Cost value, not a new calculated value after allocations. 

Again, thanks for the responses!

[Patrick Laroch1]

I would still guide them to using baselines. 
otherwise, maybe a custom field "Initial planned cost" that would not change and be populated at a specific time (example: project state changes to in progress).