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

shaik_irfan · ‎11-22-2019

Thank you Chris.

I found the Solution i created a Fiscal only for 1 year when i am raising a Demand and selecting the next year as end date so it is not creatig a Cost Plan.

But its weird i remember when i was generating Fiscal Calender i given the End Date as 2021 but still it has created only for 1 year which is 12/2019

Inactive_Us1221 · ‎06-05-2020

Hi Chris,

I'm having similar type of issue.

In our instance cost plans will be crated if end date of resource plan is withing 2020.

If we select end date in resource plan that of 2021 cost plan not getting generated.

I have analysed CostPlan script include.

Below line is returning an invalid object.

var endFiscalPeriod = this._getFiscalPeriodByFloatingDate(resourcePlan.end_date.getGlideObject());

Hope you have answer to this behaviour.

P.S. there are fiscal period record till 2022 in system.

Chris Everding · ‎07-05-2020

Hi Vikram,

I might be a little late on this one, apologies.

The line of code in the script include, directly above the one you've quoted in your reply above, calls the exact same method (_getFiscalPeriodByFloatingDate), but uses the resource plan start date.

If the line using the start dates are working, but the line below that's using the resource plan end date isn't, I'd start by looking at the end dates on the resource plan, as well as the end dates on the fiscal periods you've got setup as there might be some strange/missing/invalid data that's somehow made it's way into these fields.

Thanks,

Chris