Create custom type Planning Attributes in SPM

shubh1992 · 3 weeks ago

Hi everyone , I am working on some planning attributes in SPM module an need help that how we can enable OOB planning attribute "Expense Type"

on the resource plan table (enabling the attribute on resource management). I dont see a way for it as we do-not have expense type field on resource plan table .

I tried, even creating a custom field with same backend name i.e. starting with "u_" on all the custom related tables (cost_plan, resource allocation, plan etc.) but it does not sync the task type attribute on the resource plan table

2nd Question : Can we planing attribute column configurations for the any additional table like "cost_plan_breakdown" to sync the attributes on additional table or are they limited to OOB 4-5 tables (i.e. cost_plan, resource_allocation,sn_plng_att_core_resource_assignment,resource_plan,sn_plng_att_core_cpaam_combination)

#spm

#planning-attributes

Please help with insights and refer snapshots for additional info @Vinay3 @aakgupta

Vinay3 · 3 weeks ago

Hi @shubh1992 may I ask what is the desired functionality you are trying to achieve? If the intention is to categorize resource assignments as 'Capex' or 'Opex' using the expense type field, then it is already possible with the OOB attribute and you need not enable the 'resource management' flag for it.

If you want to do enable the users to do resource management by expense type, then the expense type field should first be added to 'employee profile' table and then the attribute type needs to be changed to 'resource' from task.

Regarding question #2, #Planning attributes are not populated to cost plan breakdown table. Adding the column and mapping it wouldn't populate the values to this table unless you add custom logic to populate the values into the cost plan breakdown table.

shubh1992 · 2 weeks ago

Hi @Vinay3 , OOB expense type is a task based attribute , so I cretaed a new field on resource plan named as "u_expense_type" and then enabled the resource management checkbox. This expense type get mapped correctly to cost_plan, resource allocation,,sn_plng_att_core_resource_assignment, tables etc. However, it doesnot get sync on resource plan.