Create Project: How to move data from the demand to the created project?

[Bob Waltrip]

Hi,

When I create a project from a demand, most of the data copies over to the newly created project.  But, for the "Description" field, it is not copied.  The Description field on the project is blank.   How can I get this field to copy over during the create project?

Also, if I create a custom field on the demand, how do I get that data to copy over to the project.  I assume I create the same field on the project as the first step but not sure how to tell the system to copy this data during the copy project.

Thanks,

Bob

[sachin_namjoshi]

Thanks.

Regards,

Sachin

[Manal AQUIL]

@Bob Waltrip 

Alternative : 

Please follow below steps to copy demand fields to project without making any changes to OOB Script Include (since, changes in OOB script include will generate skipped logs during future upgrades.)

1. Create before insert BR on pm_project with condition demand changes.

2. PFB script (replace the backend name of your custom field to be copied)

var refDmd = current.demand.getRefRecord();

current.u_sponsor_guid = refDmd.getValue('u_sponsor_guid');

This will copy demand field value from demand to project without making any changes to OOB Script Include : DemandToProjectCreationHelper.

P.S: Please mark helpful, if it works for you.

[BiancaK]

thanks so much this worked for me: 

On the project table I had a field called u_prj_business_benefit and when a new Project is created from a demand the field data on the demand u_business_benefit should roll up and populate on the project