Cost Plan not creating from Resource Plan

shaik_irfan · ‎11-20-2019

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

Chris Everding · ‎11-21-2019

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

View solution in original post

Ashutosh Munot1 · ‎11-20-2019

Hi,

i believe Financial management plugin is active in your client instance.

Thanks,
Ashutosh

Ashutosh Munot1 · ‎11-20-2019

HI,

Check this com.snc.cost_management

Thanks,
Ashutosh

shaik_irfan · ‎11-20-2019

It is installed

Ashutosh Munot1 · ‎11-20-2019

Hi,

Can you see a related link on demand form for Cost Plan?

Thanks,
Ashutosh