Cost Plan not creating from Resource Plan

[shaik_irfan]

Hi,

On the Demand Form when i create Resource Plan i used to get the Cost plan created for that Resource in PDI, but when i do the same in client instance it is not getting created.

Is there any plugin which i need to installed ? Our client recently got the ITBM plugin installed

[shaik_irfan]

Yes i can see that. 

[Ashutosh Munot1]

Hi,

Then it is not plugin issue. It is the logic may be which we have to check.

Thanks,
Ashutosh

[Sanjiv Sachdev]

Hi Shaik,

You may not gave the correct plug in activated.  Please check and full details are available at:

ServiceNow Docs

Yorkshire Analytics

Regards,

SS

[shaik_irfan]

Hi Sir,

We have activated the correct plugin only

[Chris Everding · Accepted solution]

Hi Shaik,

It's hard to say exactly what could be causing this as there's a number of things that could be going on - 

1. Are fiscal periods setup? If they're not, a cost plan won't be created.

2. Is the cost plan being saved with a valid entry in the 'task' field? It should default to the demand record a must be either a demand, project or project task type of task

3. This is unlikely given your client only recently enable the plugin, but confirm the 'create cost plan' business rule is active on the resource_plan table

4. Check the logs to see if any errors/warnings are being reported.

Thanks,

Chris