how to add 'Manage' to cost plan under Demand record in Strategic Planning workspace

[Alon Grod]

Hi,

In the native UI, when I go to Demand Record (dmn_demand) , i have in the related list the 'Cost Plan'.
Under this related list i have two options: 'Manage' and 'New'.

but if i go to Strategic Planning workspace, i only have the 'New' option without the "Manage". how can I add the Manage?

[Ankur Bawiskar]

@Alon Grod 

The Cost plan related list seems to be coming from Defined Relationships.

You can find that here

the Manager button in related list in Native must be Custom one

OOTB Defined relationships don't have Edit button, seems someone did a hack and created that button

The New or Edit button does not appear on a one-to-many related list 

check this link on how to add new button in related list in workspace

SOLVED: Workaround for "Edit ..." buttons on Related Lists of Workspaces 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Anand2799]

Hi @Alon Grod ,

The Manage button available on the Demand’s Cost Plan related list redirects the user to the Financial Summary page, where the cost and monetary benefit plans can be viewed.

View financial summary of cost and monetary benefit plans

However, this is not available OOB in the Portfolio Planning Workspace or Strategic Planning Workspace. 

If similar functionality is required, you can implement it by creating a Related List Action on the cost_plan table.

Thanks

Anand

[Alon Grod]

@ Anand2799 how can i make the same functionality ? can you pls help

@Ankur Bawiskar this is OOB and not custome