Copy Benefit Plans related list data from demand table to project benefit plans.

Reena Kumari2 · ‎02-05-2024

Hi Community,

My project requirement is to copy benefit plan related list data to project benefit plan whenever new project is created from demand.

Thanks,

Reena

Namita Mishra · ‎02-05-2024

The requirement that you have raised in your post is actually out of the box functionality.

This means whenever a project is created from demand, the benefit plan and its breakdowns are transferred to the project.

For example:

Below is the demand -> benefit plan.

On creating the project, the same details are transferred to the project as shown below:

Please mark this answer as correct, in case it answered your query.

Thank you!

Namita Mishra

Reena Kumari2 · ‎02-06-2024

Hi Namita,

Yes I have checked yesterday, there are lots of customization performed in the instance. That's why it's not getting populated.

Thanks for your support.

Thanks,

Reena Kumari

Namita Mishra · ‎02-06-2024

Thanks a lot @Reena Kumari2 for sharing the root cause and closing the loop.

Appreciate you marking it as correct answer and helping other community members as well in finding the solution.

Thank You!

Namita Mishra

Alpa82 · ‎02-12-2024

Hello @Namita Mishra , are there any other records transferred automatically from demand to project in the OOtB similarly as for the benefit plans?

Thank you

A.